Bloomberg Surveillance

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.

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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.

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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.

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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.

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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.

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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

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Jennifer Granholm, U.S. Secretary of Energy, says any sale from the strategic petroleum reserve to pay for infrastructure plans would be limited. Representative French Hill, Republican Congressman Arkansas, says the infrastructure deal is not dead on arrival. Mike Mayo, Wells Fargo Securities U.S. Large Cap Bank Research Managing Director, says boring stress tests are beautiful for banks. Torsten Slok, Apollo Global Management Chief Economist, says the economic trend is shifting from goods to services.

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Bill Dudley, Bloomberg Opinion Columnist & Former Federal Reserve Bank of New York President, says not to put to much weight on what one individual Fed president says. Danny Blanchflower, Dartmouth Professor of Economics and former BOE Monetary Policy Committee Member, says the Fed and the Bank of England have been struggling in the dark. Luke Kawa, UBS Asset Management Asset Allocation Strategist, expects an attractive dip in the markets to buy in the coming weeks. Terry Haines, Pangaea Policy Founder, says there is about a 75% chance congress reaches a deal on infrastructure.

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Gary Gensler, Securities and Exchange Commission Chair, says he wants the agency to consider ways to boost transparency in equities markets. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says this bull market is not over. James Sweeney, Credit Suisse Chief Economist, says we need to stop talking about temporary inflation. Dan Kurtz-Phelan, Foreign Affairs Editor, discusses the future of U.S.-China relations.

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John Williams, Federal Reserve Bank New York President, says the Fed's taper timing will be driven by data. Francisco Blanch, BofA Securities Head of Global Commodities & Derivatives Research, says Bitcoin is inversely correlated with gold. Binky Chadha, Deutsche Bank Chief Global Strategist, says he is long banks, financials and energy. Anna Han, Wells Fargo Equity Strategist, says equities can move higher even as rates are moving higher.

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Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Investment Committee, says the Fed "got spooked" on the hype over inflation. Gerard Cassidy, RBC Capital Markets Managing Director & Head of U.S. Bank Equity Strategy, says this pullback is a great opportunity for investors to buy bank stocks. Ben Emons, Medley Global Advisors MD of Global Macro Strategy, says an upside economic surprise may normalize rates. Jane Foley, Rabobank Head of FX Strategy, says we may see more hawkish central banks from here.

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Venezuela President Nicolas Maduro tells Bloomberg's Erik Schatzker that he hasn't yet seen a single positive sign from the Biden administration. Jay Bryson, Wells Fargo Chief Economist, says we are probably at peak growth right now. Wei Li, BlackRock Global Chief Investment Strategist, expects the Fed's rate path to be slower this cycle. Representative Sean Casten, Democrat from Illinois, says we cannot forget about the importance of climate infrastructure in bipartisan talks. Brian Kelly, The Points Guy Founder & CEO, says business travel is picking up much more than anticipated.

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Brian Moynihan, Bank of America Chairman & CEO, says customers, especially small businesses, are struggling with a tightening labor market. David Rosenberg, Rosenberg Research Founder & Chief Economist, says inflation will come back down more than people expect. Alan Ruskin, Deutsche Bank Chief International Strategist, says the Fed has finally recognized the importance of the inflation side of its dual mandate. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, discusses his street-high 4,600 year-end S&P 500 target. Eric Adams, New York City Mayoral Candidate, says education is not just K-12.

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Jan Hatzius, Goldman Sachs Chief Economist, expects economic growth to be substantially slower in 2022. William Pomeranz, Kennan Institute Deputy Director, says Russia's President Vladimir Putin is not interested in joining the global order. Brian Levitt, Invesco Global Market Strategist, says the economy is moving from a recovery to an expansion phase. Shaun Donovan, New York City Mayoral Election Candidate, says the new ranked voting system has helped shift discussion from politics to plans.

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John Taft, Baird Vice Chairman, says SEC Chairman Gary Gensler is prepared to take on some of the recent troubling issues around retail trading. Sarah Hunt, Alpine Woods Capital Portfolio Manager, says this has been a Fed-driven market. Michael Holland, Holland & Company Chairman, says it makes sense to be holding some cash right now. Joseph Song, Bank of America Senior U.S. Economist, still sees strength in the U.S. consumer.

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Robert Hormats, Tiedemann Advisors Managing Director, says the U.S. must improve its cyber defenses. Brian Nick, Nuveen Chief Investment Strategist, says markets and the economy overall are starting to just meet expectations, as opposed to beating them. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says we are still weeks away from an infrastructure deal. Mike Darda, MKM Partners Chief Economist and Macro Strategist, says we are in a boom and growth will continue to be strong. Scott Stringer, New York City Mayoral Candidate, addresses sexual misconduct accusations.

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William Lee, Milken Institute Chief Economist, says the G-7 using corporate taxes to fund government spending is a real political wild card. James Stavridis, Bloomberg Opinion Columnist, Carlyle Group Advisor, Former Supreme Allied Commander at NATO & Author of "2034: A Novel of the Next World War," says it okay that there is nothing new in New Atlantic Charter. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the Fed has more room to sound hawkish. Joseph Amato, Neuberger Berman President & Chief Investment Officer of Equities, says the global growth recovery is clearly in full swing.

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Peter Hooper, Deutsche Bank Securities Global Head of Economic Research, says the Fed has the tools to deal with inflation. Katrina Dudley, Franklin Mutual Series Portfolio Manager, says the ECB is watching the recovery steps taken by the Fed. Geoff Yu, BNY Mellon Senior Strategist, says the bond market wants to know which type of inflation the Fed is targeting. Sebastien Galy, Nordea Asset Management Senior Macro Strategist, says a lot of the inflation we're seeing is transitory, but some of it is permanent.

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Ian Bremmer, Eurasia Group President & GZero Media President, says the G-7 global tax plan will take years to ratify, if it ever gets done. Luigi Zingales, University of Chicago Booth School Finance Professor, says there is the long-term risk for conflict between the U.S. and the EU over China policy. Stuart Kaiser, UBS Head of Equity Derivatives Research, says it is hard to ignore the cadence of inflation. Claudia Sahm, Jain Family Institute Sr Fellow and Former Federal Reserve Economist, says the Fed is on the right track. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says wage inflation is much more concerning than commodity inflation.

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David Malpass, World Bank President, discusses the organization's forecast for the strongest post-recession global growth in 80 years. Sarah House, Wells Fargo Corporate & Investment Bank Senior Economist, still sees a boom economy. David Bianco, DWS Americas CIO, says equity markets are optimistic about not just a sustained recovery, but a long-lasting expansion. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, discusses the impact of Covid-19 variants in the U.S. and the role that nutrition and obesity play in the severity of Covid cases.

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Mathias Cormann, OECD Secretary-General, says a 15% global minimum corporate tax rate would be a “very significant step forward." Troy Gayeski, Skybridge Partner & Senior Portfolio Manager, says we're still in a bull market for Bitcoin. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the current inflation spike is temporary. Nicholas Bloom, Stanford Professor & NBER Co-Director of the Productivity, Innovation and Entrepreneurship Program, says a hybrid work-from-home model seems best for productivity.

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Marty Walsh, U.S. Labor Secretary, reacts to the U.S. employment report. Randall Kroszner, University of Chicago Professor & Former Federal Reserve Board of Governors, says wage pressure is the key labor metric to watch. David Jones, Bank of America Securities Global Investment Strategist, says the Fed wants to see the whites of the eyes of inflation before they make their move. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, thinks higher wage expectations could make transitory inflation more permanent.

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William Dudley, Former Federal Reserve Bank of New York President and Bloomberg Opinion Columnist, says the Fed is happy with rising inflation expectations. Glenn Hubbard, Columbia Professor of Economics & Former Chairman of the Council of Economic Advisers, longer-term persistent inflation needs to be watched more closely. Julian Emanuel, BTIG Chief Equity and Derivatives Strategist, says meme stock "rocket ships eventually go back to their launch pads." Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, says pragmatism is needed for vaccine passports.

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Daniel Yergin, IHS Markit Vice Chairman, says we are in the post-pandemic economy right now. Doug Kass, Seabreeze Partners President says, “I think we’re making an important top,” detailing why he thinks upside reward is dwarfed by downside risk. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says inflation is real vulnerability for Joe Biden's presidency. Lara Rhame, FS Investments Chief U.S. Economist, says 2022 will be the year of deceleration.

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Edward Yardeni, Yardeni Research President, says the bond vigilantes are back. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, discusses market multiples and sectors of the market that he thinks are attractive. Jeanine Wai, Barclays Capital Senior Analyst, says the supply response to higher oil prices has been very muted. Thomas Costerg, Pictet Wealth Management Senior U.S. Economist, says there is still a degree of caution in the U.S. economy. Robert Hormats, Tiedemann Advisors Management Director, says the Biden administration has a very good understanding of China.

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Bharat Ramamurti, White House National Economic Council Deputy Director, says President Biden's budget is fiscally responsible. Ed Morse, Citi Research Global Head of Commodities, sees continued reliance on fossil fuels for at least the next 10-15 years. Stephen Stanley, Amherst Pierpont Chief Economist, says the reaction to inflation expectations could be unpredictable, despite the Fed's confidence. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, says it is critically important to find the origin of the Covid-19 virus.

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David Kelly, JPMorgan Asset Management Chief Global Strategist, is not sure fixed income markets should believe the Fed's dovish tone. Peter Tchir, Academy Securities Head of Macro Strategy, says the market is downplaying the inflation potential. Rubeela Farooqi, High Frequency Economics Chief U.S. Economist, expects deceleration in the second half of the year as fiscal measures expire. Representative French Hill, Republican from Arkansas, does not believe the current level of government spending is sustainable.

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David Malpass, World Bank President, calls on countries to free up their excess Covid vaccines and says the distribution effort must be equitable. Howard Ward, Gabelli Funds CIO of Growth Equity, says it's too early to turn your back on this bull market. Jared Bernstein, Council of Economic Advisors Member, says the U.S. unemployment insurance system does need some work. Senator Kevin Cramer, Republican from North Dakota, says he would support a bigger infrastructure bill if there is no new borrowing. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, says tapering talk can be bullish for bonds.

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David Kostin, Goldman Sachs Chief U.S. Equity Strategist, economy's growth rate is peaking this quarter. Marvin Loh, State Street Senior Global Macro Strategist, says the Fed is so far behind the curve, that it will be hard for them to catch up. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, details why she expects to see a bid soon return to the technology and discretionary sectors. Julia Coronado, Macropolicy Perspectives President & Founder, says the pandemic's acceleration of business transformation could result in productivity gains.

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Carl Bildt, European Council on Foreign Relations Co-Chair, says Belarus airspace should be declared unsafe following the forces landing of a Ryanair plane. Michael Darda, MKM Partners Chief Economist & Market Strategist, says the Fed will be behind the curve when they start the tightening process. Mona Mahajan, Allianz Senior U.S. Investment Strategist, doesn't expect another melt-up in markets. Dianne Morales, New York City Mayoral Candidate, says the stories about a mass exodus from New York City aren't true.

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Rebecca Patters, Bridgewater Director of Investment Research, says Bitcoin is still a speculative asset and still has a long way to go before becoming a gold-equivalent. Mike Mayo, Wells Fargo Head of U.S. Large-Cap Bank Research, says banks have no choice but to get more efficient and stream-line. Terry Haines, Pangaea Policy Founder, says the Biden administration wants to show that America is back as a global player. Daniel Boulud, Chef & Restaurateur, says it is time to bring back jobs and hope to New York City.

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Sridhar Natarajan, Bloomberg Wall Street Reporter, discusses Morgan Stanley's biggest leadership reshuffle in more than a decade. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says he sees a Fed policy shift coming. Roger Bootle, Capital Economics Chairman and Founder, says he's worried about inflation complacency. Sen. Steve Daines, (R) Montana, says we have a labor crisis, not a job crisis. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, says inflation fears will moderate.

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Joe Lavorgna, Natixis CIB Chief Economist of the Americas, says the economy may slow more than expected next year, but we are years away from a recession. Stephanie Wissink, Jefferies Equity Analyst, says the back-to-school retail season will be next signal of confidence that we are back into a cycle of normalcy. Michael Shaoul, Marketfield Asset Management CEO, says the global economy post pandemic is radically different to the global economy pre-pandemic, largely due to the changes in fiscal and monetary policy. David Rubenstein, Peer to Peer Host & Carlyle Group Co-Founder, discusses his conversation with Senator Tammy Duckworth, Democrat from Illinois.

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Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says pricing power matters more in the U.S. than elsewhere in the world. Mark McCormick, TD Securities Head of FX, says says fiscal spending could be more positive for Europe than for the U.S. Michael Nathanson & Craig Moffett, MoffettNathanson Founding Partners & Senior Research Analysts, say streaming may cause media companies to have a worse return on capital going forward. Eric Adams, New York City Mayoral Candidate, says tackling crime in New York City is a matter of prevention and intervention. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says we should stop testing people who are fully vaccinated unless they show symptoms of Covid-19.

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Craig Moffett & Michael Nathanson, MoffettNathanson Founders and Senior Research Analysts, discuss AT&T's plan to merge its media assets with Discovery to create a new entertainment company. Heather Boushey, Council of Economic Advisors Member, says the plan for families to get a monthly child tax credit will help the U.S. make progress on child poverty. Vince Reinhart, Mellon Chief Economist & Macro Strategist, says child poverty has only gotten worse since the start of the pandemic. Chetan Ahya, Morgan Stanley Chief Global Economist, expects a big pickup in the capex cycle.

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Federal Reserve Bank of Cleveland President Loretta Mester says policy is in a good place right now.. Claudia Sahm, Jain Family Institute Senior Fellow & Former Federal Reserve Economist, says people will tolerate inflation at a moderate level as long as wages are rising. Michael Nathanson and Craig Moffett, MoffettNathanson Founding Partners & Senior Research Analysts, discuss the streaming wars as Disney reports a miss in streaming user growth. Dr. Gigi Gronvall, Johns Hopkins Center for Health Security Senior Scholar, discusses the CDC lifting mask guidance for vaccinated individuals.

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Mohamed El-Erian, Cambridge University Queens' College President and Bloomberg Opinion Columnist, says that it becomes very difficult for economists to forecast with any degree of accuracy when structural change is going on in an economy. Dennis Gartman, Retired Editor of The Gartman Letter & Chairman of the University of Akron Endowment Fund, explains why he has been very bearish on equities. James Sweeney, Credit Suisse Chief Economist, says higher inflation is not the end of the world. Julie Norman, University College London Professor in the Department of Political Science, details the complexity of the conflict between Israel and Hamas.

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Jason Furman, Harvard University Aetna Professor of Economic Policy, says some states should start rethinking unemployment insurance. Alicia Levine, BNY Mellon Chief Investment Strategist, says a little bit of inflation is positive for Main Steet. Thierry Wizman, Macquarie Capital Director of Global Currencies & Interest Rate Strategist, is not positive on iron. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, says the stimulus checks will help U.S. consumers get beyond inflation problems.

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William Dudley, Bloomberg Opinion Columnist & Former New York Federal Reserve President, says rates will climb much higher than expected once the Fed does begin to hike. Jared Bernstein, Council of Economic Advisers Member, says having childcare in the infrastructure package is a high priority. Francisco Blanch, BofA Securities Head of Global Commodities & Derivatives Research, says copper could go as high 20K per ton if the supply of scarp doesn't make it into the market. Arvind Krishna, IBM Chairman & CEO, says AI will be infused into every enterprise and every process this century. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says tech still has a lot of pricing power.

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Amrita Sen, Energy Aspects Director of Research & Founder, says the warfare surrounding cyber attacks on companies has completely changed. Ian Bremmer, Eurasia Group President, says the gap between rich and poor countries is being felt very differently since the pandemic hit. Jared Woodard, BofA Securities Head of Research Investment Committee, says 6-9 months from now things will probably be a lot more normal than we expect. Steve Sadove, Mastercard Senior Adviser & Former Saks CEO, says the consumer is coming back with a vengeance.

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Neel Kashkari, Federal Reserve Bank of Minneapolis President, says Friday's jobs number miss validates the Fed's outcome-based policy approach. Marty Walsh, U.S. Labor Secretary, says the U.S. economy still has a steep hill to climb. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the longer-run trajectory for the U.S. economy is still in place despite the jobs number miss. Jerome Schneider, PIMCO Head of Short-Term Portfolio Management, short-term benchmark rates will likely remain low well into 2023.

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Joseph Stiglitz, Nobel Prize Winning Economist & Columbia University Professor, says pandemic has exposed economic inequality in the U.S. David Blanchflower, Dartmouth Professor & Former Bank of England Monetary Policy Committee Member, says there is plenty of labor out there. Ash Alankar Janus Global Head of Asset Allocation & Risk Management details his proprietary research into a barbell approach to investing and, over the past 30 years, whether bonds actually have been a reliable hedge against stocks. Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says the bond market will move well before the Fed does. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, says there is an urgent need for vaccines globally.

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Leon Cooperman, Omega Family Office Chairman & CEO, says inflation is going to surprise the Federal Reserve and they will be forced to raise rates in 2022. Mary Barra, General Motors CEO, says the company is working on ensuring a secure supply chain amid the global chip shortage. Doug Kass, Seabreeze Partners Founder & President, talks about "derisking" and the sign posts he looks for as he times his moves. David Rubenstein, The Carlyle Group Co-Founder, discusses his interview with U.S. Commerce Secretary Gina Raimondo. Michael Feroli, JPMorgan Securities Chief U.S. Economist, is expecting a big number for payrolls Friday.

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Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says Wall Street is not being optimistic enough. Seema Shah, Principal Global Investments Chief Strategist, says the market is divided on the path of inflation. Ethan Harris, BofA Securities Head of Global Economic Research, doesn't expect the U.S. employment to fully return to normal before the end of the year. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says vaccine hesitancy is the biggest issue in the U.S. right now by far.

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Jonathan Golub, Credit Suisse Securities Chief U.S. Equity Strategist & Head of Quantitative Research, explains why his firm raised their target for the S&P 500 to 4,600. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the U.S. economy is in the midst of a boom and Europe is about to join it. Dana Peterson, Conference Board Chief Economist says most inflation will be transitory, but some is here to stay. Howard Forman, Yale University Professor of Radiology, Economics and Public Health, discusses the irrational fear around coronavirus in the U.S. despite high vaccination rate.

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Glenn Hubbard, Columbia Professor of Economics & Former Chairman of the Council of Economic Advisers, says Biden's tax plan leans against investment. David Kelly, JPMorgan Asset Management Chief Global Strategist, says there is clearly inflation right now. Henrietta Treyz, Veda Partners Director of Economic Policy, expects Biden's tax bill to be slashed by half. Pierre Ferragu, New Street Research Head of Technology Infrastructure, says we are going to hear about chip supply issues for the next couple of years. Joe Feldman, Telsey Advisory Group Senior Managing Director and Assistant Director of Research, says Amazon is in a new phase of growth.

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David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, discusses which types of companies will be able to keep up this boost of revenue post-pandemic. Torsten Slok, Apollo Global Management Chief Economist, says the economy is doing well and inflation is under control. Isaac Boltansky, Compass Point Research & Trading Director of Policy Research, says Biden's family aid and tax proposal is incredibly ambitious and expansive. Will Power, Baird Senior Research Analyst, is expecting over 20% growth across all of Apple's product lines.

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Peter Hooper, Deutsche Bank Global Head of Economic Research and Chief Economist, says there's no way the U.S. will see less than 6 or 7% growth this year. James Bevan, CCLA Chief Investment Officer, expects the 10-year U.S. treasury yield at 2% by the end of 2021. Jonathan Lieber, Eurasia Group U.S. Managing Director, says Democrats likely have the votes for most of the things in Biden's infrastructure plan. Jennifer Lee, BMO Senior Economist, sees prices pressures starting to rise.

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Daniel Ahn, BNP Paribas Chief U.S. Economist & Head of Markets 360 North America, says recent GDP forecasts are catching up. Richard Haass, Council on Foreign Relations President & Author of The World: A Brief Introduction, says current international arrangements are coming up short. Gigi Kwik Gronvall, Johns Hopkins Center for Health Security Senior Scholar, says the virus situation in India is turning out to be a humanitarian crisis. Troy Gayeski, Skybridge Partner & Senior Portfolio Manager, says we are in the middle of a bitcoin bull market.

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Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the capital gains tax proposal expected from President Biden could cause choppiness in the markets. Sarah House, Wells Fargo Corporate Investment Bank Senior Economist, says the Biden tax plan could help stabilize the deficit. Priya Misra, TD Securities Global Head of Rates Strategy, says markets have finally heard the Fed. Dr. David Reich, Mount Sinai Hospital & Mount Sinai Queens President, says he has seen a slow decline in the number of hospital patients.

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