Bloomberg Surveillance

Adam Tooze, Columbia University Professor and Author, "Shutdown: How Covid Shook the World Economy", discusses the Covid crisis and the stalled recovery amid the virus's resurgence. Megan Greene, Harvard Kennedy School Senior Fellow, says she is not worried about runaway inflation. Cristiano Amon, Qualcomm CEO, expects “material supply improvements” toward the end of the year. Jim O'Sullivan, TD Securities Chief U.S. Macro Strategist, is cutting 2021 growth numbers because of the fading fiscal stimulus boost. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Marty Walsh, U.S. Labor Secretary, discusses the disappointing U.S. jobs report. Priya Misra, TD Securities Global Head of Rates Strategy, says the U.S. Economic recovery will continue to come in fits and starts. Jeff Rosenberg, BlackRock Senior Portfolio Manager of Systematic Multi-Strategy Fund, says the weak jobs data is a "one-off slowdown." Tiffany Wilding, PIMCO Chief U.S. Economist, says the jobs report is a slow patch rather than the beginnings of an economic downturn. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Janno Lieber, MTA Acting Chairman and CEO, says the MTA and New York City need to work in partnership to improve infrastructure and mitigate flash flood risk. Steven Ricchiuto, Mizuho Chief U.S. Economist, says the work from home environment is limiting the ability to find specific workers. Steve Chiavarone, Federated Hermes Portfolio Manager, says Covid's resurgence has put a damper on some animal spirits. David Rosenberg, Rosenberg Research Founder, Chief Economist & Strategist, says prices increases won't be able to stick as long as wages lag behind. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ben Inker, GMO Head of Asset Allocation, says value stocks have been “left behind” for no good economic reason. Bob Hormats, Tiedemann Advisors Managing Director, says we need stronger cooperation with India to help combat terrorist groups. Richard Edelman, Edelman CEO, discusses the rise of belief-driven employees. Roger Bootle, Capital Economics Founder & Chairman, explains why he's worried about the resurgence of inflation. James Athey, Aberdeen Standard Investments Senior Investment Manager, says the state of the economy is unstable. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Jens Stoltenberg, NATO Secretary General, says NATO is committed to making sure Afghanistan doesn't become a safe haven for international terrorism. John Bolton, Former U.S. National Security Advisor to President Trump, says now is the time for the U.S. to get tough on the government of Pakistan. Ebrahim Rahbari, Citi Global Head of FX Analysis, says the Fed won't be a major driver of foreign exchange for "a time." Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says portfolio diversification is key to dealing with market liquidity. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Jeffrey Lacker, Former Federal Reserve Bank of Richmond President, says inflation expectations have put the Fed in a tough spot. Kit Juckes, Societe General Chief FX Strategist, says markets have to stop focusing on the Fed's taper story. Bob Doll, Crossmark Global Investments Chief Investment Officer, says the stock market rally may be getting “a little tired” but it has more than enough fuel to continue. Peter Trubowitz, London School of Economics Professor of International Relations, says we're in a period where the U.S. national interest is being redefined. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Raphael Bostic, Federal Reserve Bank of Atlanta President, says the Fed should be trying to get policies back into a more normal situation. Patrick Harker, Federal Reserve Bank of Philadelphia President, says the Fed should finished tapering before considering a rate hike. Robert Kaplan, Federal Reserve Bank of Dallas President, wants to start tapering soon and continue gradually over the next eight months. James Bullard, Federal Reserve Bank of St. Louis President, expects the job market to be in "great shape" in early 2022. Gita Gopinath, IMF Chief Economist & Director of Research, says Federal Reserve Chairman Jerome Powell has been doing a great job in very difficult times. Mark Kimmitt, Retired Brigadier General, Former Assistant Secretary of State for Political-Military Affairs and Former Deputy Assistant Secretary of Defense for Middle East Affairs, says we must tighten up our security in Afghanistan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Esther George, Federal Reserve Bank of Kansas City President, says it's time to get started on scaling back bond buying even though the delta variant poses a risk. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, expects yields back up a bit by year's end. Darrell Cronk, says September is going to be a white-knuckle event. Sam Stovall, CFRA Chief Investment Strategist, says the market is vulnerable to some sort of upset. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Afsaneh Beschloss, RockCreek Group Founder & CEO, discusses how China's energy industry stands to benefit from the Taliban takeover of Afghanistan and what a tapering of Federal Reserve monetary policy could mean for global markets. Bob Michele, JPMorgan Asset Management CIO & Head of Global Fixed Income, Currency & Commodities, discusses modern monetary theory and explains why the Federal Reserve needs to “assert its independence” at the Jackson Hole symposium. Mark Zandi, Moody's Analytics Chief Economist, says there is still a lot of slack in the economy. David Rubenstein, Host of Peer-to-Peer Conversations & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Phebe Novakovic, General Dynamics Chairman & CEO. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Greg Peters, PGIM Head of Multi-Sector and Strategy, does not see yields higher after the Fed tapers. Dan Kurtz-Phelan, Foreign Affairs Editor & Council on Foreign Relations Peter G. Peterson Chair, discusses how Afghanistan has shaped U.S. foreign policy from 9/11 to now. Alan Ruskin, Deutsche Bank Chief International Strategist, says inflation is one of the most elevated macro risks out there. Saira Malik, Nuveen Global Equities CIO, says there could be a buying opportunity as the market adjusts to tapering. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

William Dudley, Former New York Fed President and Bloomberg Opinion Columnist, says he would "absolutely" support Jerome Powell for a second term as Fed Chair. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, expects a decently-sized market pullback by the end of the year. Mike Darda, MKM Partners Chief Economist & Macro Strategist, says the U.S. labor market is undeterred by the delta variant's impact. Sabra Klein, Johns Hopkins Bloomberg School of Public Health Professor & Microbiologist, is most concerned about pregnant women and children with the delta variant. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Vincent Reinhart, Mellon Chief Economist and Macro Strategist, says the delta variant is Jay Powell's taper "ace card." Dennis Gartman, Chairman of the University of Akron's Endowment Fund and Retired Editor of The Gartman Letter, says smart money has been leaving the market since July. Gabriela Santos, says she fundamentally disagrees with the thesis that China is uninvestable. George Friedman, Founder and Chairman of Geopolitical Futures, says all-in wars like Afghanistan always places the U.S. at a disadvantage. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Admiral James Stavridis, Bloomberg Opinion Columnist, Former Supreme Allied Commander of NATO and Author of "2034: A Novel of the Next World War" does not believe the Taliban is going to change their stripes. George Goncalves, MUFG Securities Americas Head of U.S. Macro Strategy, says the Fed has overstayed their QE welcome. Neil Dutta, Renaissance Macro Research Head of U.S. Economic Research, says manufacturing production is going to be a tailwind for economic activity. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, is not yet convinced that a third vaccine dose is necessary for most people. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Jacob J. Lew, Former U.S. Treasury Secretary, says it's extremely dangerous not to support a debt limit. Nicolai Tangen, Norweigen Sovereign Wealth Fund CEO, says the size of the world's biggest sovereign fund makes it difficult to dodge inflation. Lindsey Piegza, Stifel Chief Economist, says the U.S. Consumer is on relatively solid footing despite the decline in retail sales. Jim Bianco, Bianco Research President, says the best Federal Reserve officials to listen to are the ones that have recently left. David Rubenstein, The Carlyle Group Co-Founder and Host of The David Rubenstein Show, Peer-to-Peer Conversations, discusses his interview with Moderna Co-Founder and Chairman Noubar Afeyan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Michael Gapen, Barclays Chief U.S. Economist, the U.S. retail sales miss reflects more the comedown from stimulus payments than delta variant fears. David Stubbs, JPMorgan Chase Bank Global Head of Market Strategy, says we are in the midst of a productivity shock. Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says the manner of the Fed's taper is more important than the timing. Joe Feldman, Telsey Advisory Group Senior Research Analyst & Assistant Director of Research, expects the next decade to be pretty rosy for major retailers. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Richard Haass, Council on Foreign Relations President & Author of "The World: A Brief Introduction," says the Taliban is worse now than in 2002. Chris Marangi, Gabelli Funds Co-CIO of Value, says says value is harder to find now than a year ago. Noelle Corum, Invesco Portfolio Manager, expects earnings growth to continue. Thomas Barfield, Boston University Professor of Anthropology and American Institute for Afghanistan Studies President, says the Taliban lack the capacity to govern. David Kotok, Cumberland Advisors CIO & Co-Founder, says uncertainty is a powerful forecasting tool. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Brian Egger lays out the perilous road in Las Vegas and Macau that MGM is traveling to recovery. Shaheen Contractor discusses BI's new carbon transition scores and targets for global miners, and offers her take on who can meet the Paris climate accord targets. Sue Munden discusses how prime space may help European REITs stave off major declines. Eshan Toorabally shows how building materials distributors are benefitting from the pickup in the U.K. housing market, and George Ferguson says the end of summer is bringing a reality check for U.S. and European airlines.   The BI Radio show podcasts through Apple's iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg's flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.   Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI . Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Jean Boivin, BlackRock Investment Institute Head, says we're seeing a complete disconnect between the macro outlook and the movement in yields. Dean Curnutt, Macro Risk Advisors Founder & CEO, says "inflation is transitory" is like the "sub-prime is contained" of 2021. Gilles Moec, AXA IM Chief Economist, says the Fed has tried to tone down the importance of Jackson Hole. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, says the convenience that consumers have is greater than ever. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ben Laidler, eToro Global Markets Strategist, says the reopening trade hasn't even started yet. Michael Spence, General Atlantic Senior Advisor & Nobel Laureate, says we need a real plan for vaccine rollout. Ed Yardeni, Yardeni Research Founder & Chief Investment Strategist, says there is tremendous liquidity sitting out there. Michael Nathanson & Craig Moffett, MoffettNathanson Founding Partners and Senior Research Analysts, discuss the post-TV world. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

David Kelly, JPMorgan Asset Management Chief Global Strategist, reacts to U.S. inflation data. Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, investment in people and infrastructure will drive productivity more than investment in technology. Patrick Palfrey, Credit Suisse Co-Head of Quantitative Research and Senior Equity Strategist, says strong sales should keep margin pressure under control. Steve Sadove, Former Saks CEO and Mastercard Senior Advisor, says brick-and-mortar retail is back. Nicolas Aguzin, HKEX Chief Executive, says the IPO pipeline is at record levels. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Mike Wilson, Morgan Stanley Chief U.S. Equities Strategist, warns of margin degradation into 2022. Esther Duflo, Nobel Prize winning Economist and Massachusetts Institute of Technology Professor, discusses her studies about poverty in the global economy. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, says markets are already pricing in fiscal stimulus. Doug Kass, Seabreeze Partners President, details his outlook and explains why he thinks “we are at the fork in the investment road.” Greg Valliere, AGF Investments Chief U.S. Policy Strategist, expects a ferocious fight in the fall over the second infrastructure bill. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ed Morse, Citi Head of Commodities Research, says we haven't reached peak oil demand yet, but it's coming. William Lee, Milken Institute Chief Economist, Fed is concerned with maximum extent of employment. Brian Levitt, Invesco Global Market Strategist, says the U.S. wll stabilize to a more modest growth rate. Claudia Sahm, Jain Family Institute Senior Fellow, says we do not have the headwinds to keep wage gains going. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Marty Walsh, U.S. Secretary of Labor, says the economy is moving forward. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the strong jobs report across all metrics will accelerate the Fed taper discussion. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, discusses outlook for equities as investors assess the jobs data, positive earnings and delta variant risks. Jerome Schneider, PIMCO Head of Short-Term Portfolio Management, sees more growth ahead for the economy. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Randy Kroszner, University of Chicago Booth School Professor of Economics and Former Fed Governor, says inflation pressures may last about six months. Seema Shah, Principal Global Investors Chief Strategist, says it's difficult to go long bonds at current levels. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, explains why the Fed's balance sheet should continue to grow. Dr. Gigi Gronvall, Johns Hopkins Center for Health Security Senior Scholar, says don't fear the Covid-19 variants. Uber CEO Dara Khosrowshahi discusses the company's second-quarter earnings report and outlook as Covid-19 cases rise across the U.S. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tom Porcelli, RBC Capital Markets Chief U.S. Economist, thinks the September FOMC meeting could be a market-moving catalyst. Tobias Levkovich, Citi Chief U.S. Equity Strategist, says he is certain we will have a recession over the next ten years. Ira Jersey, Bloomberg Intelligence Chief U.S. Interest Rate Strategist, says realistically the only thing that matters is the outlook for Covid and the effect that's going to have on the economy. Mary Barra, General Motors Chair & CEO, discusses the automaker's second-quarter earnings report and outlook. David Rubenstein, The Carlyle Group Co-Founder, discusses his interview with McDonald's CEO Chris Kempczinski. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Joe LaVorgna, Natixis CIB Chief Economist of the Americas, doesn't expect Fed tightening until the next election. Michael Holland, Holland & Co. Chairman, says it would be a fool's errand to ignore China. Anna Han, Wells Fargo Equity Strategist, says economic data continues to be in the eye of the beholder. Padhraic Garvey, ING Head of Global Debt & Rates Strategy, says Europe never really recovered from the global financial crisis as measured by monetary policy. David Ricks, Eli Lilly Chairman & CEO, says the company's forecast takes into account the reduced Covid-related drug sales as the pandemic wanes. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Howard Ward, Gabelli Funds CIO of Growth Equities, sees several years of good earnings ahead. Leland Miller, China Beige Book CEO, says we have to watch the mini virus spikes that appear in China. Stephen Stanley, Amherst Pierpont Chief Economist, expects the Fed's first rate hike to come in June 2022. Lisa Hornby, Schroders Head of U.S. Multi-Sector Fixed Income, says yields belong higher. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Jan Hatzius, Goldman Sachs Chief Economist, is expecting a pretty significant deceleration as we go into 2021 and 2022. Lee Ferridge, State Street Head of Macro Strategy for North America, says it is too soon to be defensive in markets. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, says the Delta variant's contagiousness is a cause for concern. Terry Haines, Pangaea Policy Founder, thinks the human infrastructure component of the deal in D.C. is only 30% likely to pass. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bill Dudley, Bloomberg Opinion Columnist and Former Federal Reserve Bank of New York President, says the treasury market is not broken, but it needs some fixing. Mike Schumacher, Wells Fargo Head of Rates & Macro Strategy, says real yields at this level are remarkably unusual. Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, says labor market data is most important for the Fed and markets right now. Geoffrey Yu, BNY Mellon Senior Strategist, says China is experiencing growing pains as it integrates itself into broader financial markets. Representative Dan Kildee, Democrat from Michigan, says the U.S. is due for a much bigger bill later on if we don't fix infrastructure now. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Nouriel Roubini, Roubini Macro Associates CEO and TheBoomBust.com Co-CEO, says a stagflationary debt crisis is on the way. Joseph Stiglitz, Nobel Laureate & Columbia University Prof of Economics, says the fiscal stimulus is what is keeping our economy strong. Robert Doll, Crossmark Global Chief Investment Officer, expects earnings growth to decelerate. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says to get vaccinated, but to act unvaccinated. David Rubenstein, Host of Peer-To-Peer Conversations & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Shondaland CEO Shonda Rhimes. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Representative Kevin Brady, Republican from Texas and House Ways & Means Committee Ranking Chair, thinks giving full approval to vaccines would help with vaccine acceptance in the U.S. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says vaccine mandates are justified. Julian Emanuel, BTIG Equity and Derivatives Strategist, says that price action tells all, but it has been contradictory. Will Power, Baird Senior Research Analyst, says China is always a big wild card for tech companies. Ian Lyngen, BMO Capital Markets Head of U.S. Rates Strategy, says the Fed needs to remain accommodative. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Paul Romer, NYU Professor, Nobel Laureate & Former World Bank Chief Economist, says big tech firms are "causing the problems we're seeing with vaccine hesitancy" and expects a regulatory response from the U.S. government. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says this week will be pivotal in determining tech's resiliency. Dr. Lloyd Minor, Stanford University School of Medicine Dean, says vaccine hesitancy is coming down. Michael Kushma, Morgan Stanley CIO of Global Fixed Income, says the Fed must commit to trying to raise inflation. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ed Hyman, Evercore ISI Chairman, says retail pricing power is at the most ever. Peter Hotez, National School of Tropical Medicine at Baylor College Dean of Medicine, says an anti-science mindset is killing Americans. John Vail, Nikko Asset Management Chief Global Strategist, says we might see a surprise out of the Fed. Mickey Levy, Berenberg Capital Markets Chief Economist US, Americas & Asia, says we don't need fiscal stimulus for more growth. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

James Athey, Aberdeen Standard Investments Senior Investment Manager, says the ECB is stuck in a trap of its own creation. Julia Coronado, MacroPolicy Perspectives President & Founder, expects Fed Chair Powell to lay the groundwork for markets to expect a withdrawal of some liquidity support. Dennis Kucinich, Former Ohio Congressman and Former Presidential Candidate, talks about his book, “The Division of Light and Power,” including the chapter he found hardest to write. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, says children are at a low risk of serious illness and can safely return to school. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Eric Freedman, U.S. Bank Asset Management Chief Investment Officer, says he is still sticking with a growth mentality. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says vaccines should not be a political issue. Michael Nathanson, MoffettNathanson Senior Research Analyst, says we need to see more consolidation in streaming. Sen. Bill Hagerty, (R) Tennessee, says we must lead by example on vaccines. Thomas Costerg, Pictet Wealth Management Senior U.S. Economist, expects the U.S. consumer to stay resilient. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Brad Stone, Bloomberg Global Technology Senior Executive Editor and Author of "Amazon Unbound: Jeff Bezos and the Invention of a Global Empire," discusses Jeff Bezos and what's driving his space ambitions. Janet Kavandi, Sierra Space Executive Vice President and Former Director of NASA's Glenn Research Center, discusses the new era of human space flight. Danielle Wood, MIT Media Lab Director of the Space Enabled Research Group, discusses how space technology can be used to help society. Chad Anderson, Space Capital Managing Partner, sees a massive market opportunity in space investing. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, warns of a global slowdown that could end up in recession. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the bond market is in limbo. Barry Ritholtz, Bloomberg Opinion Columnist, says the investors betting against bonds have been on the losing side for almost 40 years. Johns Hopkins Bloomberg School of Public Health Vice Dean Joshua Sharfstein discusses combating medical misinformation on social media and outreach efforts to the unvaccinated. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, expects a potential pleasant surprise in second-quarter earnings. Robert Tipp, PGIM Chief Investment Strategist and Head of Global Bonds, says 2021 will be a transition year for rates. David Page, AXA Investment Managers Head of Macro Research, says the economy is sending mixed messages. Jonathan Miller, Miller Samuel President and CEO, discusses trends in U.S. real estate as cities reopen. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Federal Reserve Bank of St. Louis President James Bullard says the central bank is in a situation where it can start to taper its bond-buying purchases. Michael Feroli, JPMorgan Chief U.S. Economist, says secular stagnation will come back in 3 to 5 years. PGIM CEO David Hunt discusses the labor market's impact on the Federal Reserve and inflation, holding cash in the current market, and why risk assets are attractive. Alison Williams, Bloomberg Intelligence Senior Banks Analyst, discusses key takeaways from bank earnings season. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Marriott International CEO Anthony Capuano discusses lessons learned from the pandemic, the competition for workers, expansion plans in China, and global demand for travel. Ken Leon, CFRA Global Director of Equity Research, says a more conservative consumer is the big story to watch in the next quarter for banks. David George, Robert W. Baird Senior Research Analyst for U.S. Banks, says the banking industry is in good shape. Steven Major, HSBC Global Head of Fixed Income Research, explains why he believes markets have seen the peak in yields. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy amd Large Cap Bank Analyst, examines second-quarter results from JPMorgan. Anastasia Amoroso, iCapital Network Chief Investment Strategist, says there are more catalysts to come for the banking sector. Stephen Biggar, Argus Research Director of Financial Institutions Research, sees loan growth improving for banks. PepsiCo Vice Chairman and CFO Hugh Johnston discusses the company's fastest sales growth in a decade. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Michelle Meyer, BofA Securities Head of U.S. Economics, sees the U.S. economy continuing to grow well above trend after the expected peak in the second quarter. Troy Gayeski, SkyBridge Partner and Senior Portfolio Manager, says value plays still have legs. Vincent Reinhart, Mellon Chief Economist and Macro Strategist, says needs to walk a fine line in his testimony to Congress this week. Dr. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discusses risks around the Covid-19 delta variant and the urgency to vaccinate more people. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Opinion Columnist and Former New York Fed President William Dudley discusses the outlook for the labor market and Fed monetary policy. David Riley, BlueBay Asset Management Chief Investment Strategist, says the market is underpricing the Fed. Danny Blanchflower, Dartmouth College Professor of Economics, says Biden's competition executive order is kind of a primal scream to redress the balance of power between workers and firms. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor and Virologist, discusses the severity of the delta variant and the prospect of a Covid vaccine booster. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Eric Adams, Democratic Nominee for NYC Mayor & Brooklyn Borough President, lays out his vision for New York City and discusses policing and public safety. Pete Buttigieg, U.S. Secretary of Transportation, says the Biden administration is not yet ready to lift restrictions on international travel to the U.S. Rob Carnell, ING Head of Research & Chief Economist, Asia-Pacific, says the ECB's inflation goal of 2% gets rid of a lack of certainty over its mandate. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist says fundamentals are unbelievably strong and long-term, it's a growth story. Katerina Simonetti, Morgan Stanley Private Wealth Management Senior VP, says there is no reason to exit the markets. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Abby Joseph Cohen, Goldman Sachs Senior Investment Strategist, sees the market as "roughly at fair value." Frederic Mishkin, Columbia University Graduate School of Arts & Sciences Professor of Banking & Financial Institutions, says monetary policy may be behind the curve because inflation won't be as temporary as the Fed thinks. Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, says the market are telling us that we are past the peak. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicin. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, discusses the safest practices for the Tokyo Olympics. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Richard Haass, Council on Foreign Relations President & Author, "The World: A Brief Introduction", says he is most worried about a divided America. Chris Grisanti, MAI Capital Chief Equity Strategist & Senior Portfolio Manager, says the confrontation over tech in China is a big concern. Ben Laidler, eToro Global Markets Strategist, says the growth story still has further to go. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says wage pressures are starting to build. Doug Kass, Seabreeze Partners President details the bearish factors threatening the market, factors that he says most investors are missing. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Marty Walsh, U.S. Secretary of Labor, reacts to the U.S. June jobs report. Priya Misra, TD Securities Global Head of Rates Strategy, says the bond market is running with a more hawkish reaction function from the Fed. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says continued good news about reopening is raising expectations that the Fed is going to raise rates. Tiffany Wilding, PIMCO Chief U.S. Economist, says an uneven economic recovery is happening in the U.S. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ed Yardeni, Yardeni Research President, says tapering is coming and the bond market will be somewhat freer for it. Constance Hunter, KPMG Chief Economist, says vaccine hesitancy and child care are the things holding people back from the labor force. Joe LaVorgna, Natixis CIB Chief Economist of the Americas, says the Fed is stuck in a box. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, says to expect a super holiday season from U.S. consumers. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Jared Woodard, Bank of America Research Investment Committee Head, says the fear of over-positioning is misplaced. Vishy Tirupattur, Morgan Stanley Head of Fixed Income Research, says credit valuations have gotten so tight that there is not a lot of buffer for any change in the Fed's response function. Seema Shah, Principal Global Investments Chief Strategist, says this is the time to invest by looking at individual sectors. Rep. Andy Barr, (R) Kentucky & House Financial Services Member, says inflation is real and it's a crisis. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, looks ahead to what he thinks could be a perplexing jobs report. Mona Mahajan, Allianz Global Investors Senior U.S. Investment Strategist, says to expect more interest to come in the tech trade. Kona Haque, ED&F Man Head of Research, says oil demand can spike higher. David George, Robert W. Baird Senior Bank Analyst, expects very significant capital return out of the financial services industry over the next couple of years. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Mario Gabelli, Gabelli Funds Chairman & CEO, discusses his equity picks and outlook including batteries in the next 3-4 years as he sees great potential in the sector. Lori Calvasina, RBC Capital Markets U.S. Equity Strategy Head, says there is still a lot of valuation runway. Bill Hoagland, Bipartisan Policy Center Senior Vice President & Former Director of the Budget & Appropriations Office of Senate Majority Leader Bill Frist, says he still believes that deficits and debt matter. Matt Brill, Invesco Head of U.S. Investment Grade & Senior Portfolio Manager, discusses the fundamentals at play in the corporate bond market Learn more about your ad-choices at https://www.iheartpodcastnetwork.com