Bloomberg Surveillance

David Kelly, JPMorgan Asset Management Chief Global Strategist, says monetary policy tools are ineffective. Frances Donald, Manulife Asset Management Head of Macroeconomic Strategy, expects a recession in 2020. Jane Foley, Rabobank Head of FX Strategy, is cautious about EM. Max Nisen, Bloomberg Opinion Healthcare Columnist, says 20 million people would lose coverage if Obamacare is struck down.  

Luigi Zingales, University of Chicago Booth School Finance Professor, talks bank mergers and the benefits of being "too big to fail." Haran Segram, NYU Leonard N. Stern School of Business Professor, says Lyft investors are paying for the future instead of the current state of affairs of the company. Brooke Sutherland, Bloomberg Opinion Columnist, talks about the latest developments in the Boeing investigation.(Corrects to remove segment on Chatham Asset Management)

Ellen Zentner, Morgan Stanley Chief U.S. Economist, says commodity prices are too volatile a measure to use to judge the economy. Priya Misra, TD Securities Head of Global Rates Strategy, says interest rates have some room to raise. Maria Giese, Feature Film Director, Activist & TEDx Speaker, “The Battle for Women’s Voices in Entertainment Media," says equal employment laws in Hollywood lack enforcement. Paul Sankey, Mizuho Americas Oil & Gas Analyst & Managing Director, notes Saudi Arabia is discussing a price range for oil. Ida Liu, Citi Private Bank Senior Private Banker, says many of her clients are interested in gender lens investing. 

David Folkerts-Landau, Deutsche Bank Head of Research and Group Chief Economist, says Europe needs a unified banking system. Bloomberg's Anna Edwards discusses the U.K. Parliament's next steps. Jeff Currie, Goldman Sachs Global Head of Commodities Research, says there's slower demand for copper and other base metals in China. Kristina Hooper, Invesco Chief Global Market Strategist, expects global economic data to hold up. 

Tony Crescenzi, PIMCO Market Strategist & Portfolio Manager, says it's not improbable that interest rates will stay low until 2030. Robert Hormats, Kissinger Associates Vice-Chair, thinks U.S. political focus will shift following the release of the Mueller's report. Mary Lovely, Peterson Institute for International Economics Senior Fellow & Syracuse University Professor, discusses the pressures that Xi Jinping confronts domestically. Doug Thornell, Former DNC Senior Adviser, says Democrats should keep the focus on kitchen table issues. 

Greg Daco, Oxford Economics Chief U.S. Economist, doesn't see much momentum upward for yields going forward. Antony Phillipson, British Consul General for the U.S., says there's no more important trade partnership for the U.K. than the one it has with North America. Jenn Hyman, Rent The Runway CEO, says her company is more often linked with the sharing economy than retail. Margaret Brennan, CBS Face the Nation Host, expects the U.S. and China negotiations to focus on the details of goods trading rather than China's business practices. 

Henrietta Treyz, Veda Partners Director of Economic Policy, says although the business community want tariffs to end, D.C. politicians are comfortable with them. Ira Jersey, Bloomberg Chief U.S. Interest Rates Strategist, and Jeanna Smialek, Bloomberg Economy Reporter, highlight the Fed's cautiousness. Lindsey Piegza, Stifel Chief Economist, thinks the economy is shifting gears but it's at a very early stage. Francine Lacqua, Bloomberg Surveillance Anchor, updates us on Brexit talks from Brussels at the European Leaders Summit. 

Kate Moore, BlackRock Investment Institute Chief Equity Strategist, says the opportunity in equities is on quality. Carl Riccadonna, Bloomberg Economics Chief U.S. Economist, and Michael McKee, Bloomberg International Economics & Policy Correspondent, share their expectations for today's Fed meeting. Theresa Kong, Matthews Asia Head of Fixed Income & Portfolio Manager, says Chinese defaults will slowly increase but they are a necessary evil. Therese Raphael, Bloomberg Opinion Columnist, says the option of a no-deal Brexit is still on the table at the end of June. 

Remembering Princeton University's Alan Krueger with Dartmouth Professor of Economics Danny Blanchflower, Bloomberg International Economics & Policy Correspondent Michael McKee, University of Michigan Associate Professor for Public Policy & Former U.S. Department of Labor Chief Economist Betsey Stevenson, and Bloomberg Businessweek Economics Editor Peter Coy.

Jerome Schneider, PIMCO Head of Short-Term Bond Portfolios, says investors must calibrate expectations taking into account higher volatility. Brian Wieser, GroupM Global President of Business Intelligence, talks the future of the ad industry. Vasant Dhar, NYU Stern Professor, explains why this AI cycle is different. Viviana Hurtado, Bloomberg Reporter, details exciting new developments from New York City's new Hudson Yards. Barry Strauss, Cornell Professor of History, discusses his book "Ten Caesars" on the Ides of March. 

Steve Eisman, Neuberger Berman Senior Portfolio Manager, discusses his three U.K. bank shorts. Patricia Mosser, Columbia University Economic Policy Management Program Director, says China and Europe are slowing the U.S. Jamie Dimon, JPMorgan Chairman and CEO, says trade imbalances could cause a financial recession. David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, says there's no evidence that going to elite schools will make children do better in life. Ambassador William J. Burns, Carnegie Endowment for International Peace President, discusses his new book "The Back Channel: A Memoir of American Diplomacy and the Case for Its Renewal." 

Raghuram Rajan, Former RBI Governor and University of Chicago Booth School of Business, says the college admissions scandal is a "blow to the system". Brian Levitt, OppenheimerFunds Senior Investment Strategist, says he is starting to see stabilization in Chinese growth. Krishna Memani, OppenheimerFunds CIO, says EM investing is about companies rather than geographies. Laura Francis, Bloomberg Law Senior Legal Editor, says it's highly unlikely that the budget bill passes Congress. Christina Boris, OppenheimerFunds Client Research Head, says most of their clients are focused on long term investment. 

Dave McKay, RBC President & CEO, says the company is open to "tactical" acquisitions. Howard Ward, Gabelli Funds CIO of Growth Equities, believes that orders of the Boeing 737 MAX 8 will remain intact.  Lindsey Piegza, Stifel Chief Economist, says wage growth came too little and too late. Christopher Jasper, Bloomberg European Transportation Deputy Team Leader, explains the differences between the Boeing 737 MAX 8 and previous models.

Carl Weinberg, High Frequency Economics Chief Economist, doesn't think the trade spat is directly behind China's slow economic growth. Nick Lardy, Peterson Institute for International Economics Senior Fellow, highlights that consumption is now the major source of growth in China. Chris Bryant, Bloomberg Opinion Columnist, says it's unclear if the cause of the Ethiopian crash was a Boeing design flaw. Henrietta Treyz, Veda Partners Director of Economic Policy, doubts that fair trade will be negotiated between the U.S. and China.  

Lawrence Kudlow, White House National Economic Council Director, joins Jonathan Ferro to discuss this month's surprising jobs report. 

To celebrate International Women's Day, Bloomberg Surveillance brings you top voices in the worlds of finance, economics and international affairs. Mona Mahajan, Allianz Global Investors Director & U.S. Investment Strategist, says at some point, Europe could become interesting from a dividend perspective. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, expects 10-year Treasury yields to go below 2.5%. Julia Coronado, MacroPolicy Perspectives President & Founder, says service sector dynamics can be resilient in the next global slowdown. Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, says women remain "dramatically underrepresented" in universities. And Elaine Kamarck, Brookings Senior Fellow, discusses candidates in the presidential race. 

David Rosenberg, Gluskin Scheff Chief Economist & Strategist, says the EU needs a weaker euro to stimulate the manufacturing sector. Bill Lee, Milken Chief Economist, says global equity markets would crash if President Trump walked away from a deal with China. David Owen, Jefferies International Chief European Financial Economist, talks the challenges of the "large and fragmented" EU banking sector. Louise Yamada, Louise Yamada Technical Research Advisors, feels more constructive about gold.

Vince Cable, U.K. Liberal Democrat Party Leader, says India will overtake China. Alan Ruskin, Deutsche Bank Global Co-Head of FX Strategy, says the ECB has its hands tied.  William Dudley, Princeton Senior Research Scholar & Former Federal Reserve Bank Of New York President, thinks Fed tightening might be on the table in the second half of 2019. Sarah House, Wells Fargo Securities Senior Economist, notes financial conditions are the easiest since last October. Saleha Mohsin, Bloomberg U.S. Treasury Department Reporter, says markets and China want a deescalation of tariffs. 

Elizabeth Economy, CFR Senior Fellow & Director for Asia Studies, says there's a sense of political malaise in China. David Ingles, Bloomberg Markets Reporter, joins us from Beijing to report on China's lowering of its growth target. Marianne Petsing-Schneider, Chatham House U.S. Geo-Economics Fellow for U.S. and the Americas Programme, says the U.S. is now in a stronger negotiating position for trade talks with China. Daniel Katzive, BNP Head of FX Strategy North America, says the renminbi is increasingly more market determined. Steve Wieting, Global Chief Investment Strategist, discusses China's moves to reinvigorate its economy. 

Russ Koesterich, BlackRock Global Allocation Team Portfolio Manager, is concerned about companies with business models dependent on a growing economy. Liz Young, BNY Mellon Investment Management Director of Market Strategy, thinks we have overdone this rally "a little bit." Liz McCormick, Bloomberg News FX & Bonds Reporter, discusses modern monetary theory. Marc Chandler, Bannockburn Global Forex Chief Market Strategist & Managing Partner, says Europe remains the weak sister. Haran Segram, NYU Leonard N. Stern School of Business Professor, breaks down how he valuates a tech company.