Bloomberg Surveillance

Rich Greenfield, BTIG Managing Director & TMT Analyst, says SNAP is their single best buy on the long side. Walter Piecyk, BTIG Managing Director & TMT Analyst, says Sprint and T-Mobile want Trump to see the deal as a way to beat China to 5G. Craig Moffet, MoffettNathanson Senior Research Analyst, discusses cable video losses. 

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Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says he has no doubt the American economy will continue to grow throughout the year. Anna Edwards, Bloomberg TV & Radio Anchor, says bringing together the Conservative will be the first challenge for their next leader. Gabriela Santos, JPMorgan Asset Management Global Market Strategist, thinks that structurally, 10% of portfolios should be EM. 

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Chris Marangi, Gabelli Funds Co-Chief Investment Officer, advises to be more cautious with companies that have exposure in China. Sonia Meskin, Standard Chartered U.S. Economist, says this Fed understands the interconnectedness of the U.S. and global economy. Gene Munster, Loup Ventures Co-Founder, says Tesla's demand is unknown in the near term. Don Gimbel, Sr. VP and Investment Professional for CIBC Private Wealth Management, says the U.S. will survive the trade war. 

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Marty Markowitz had his share of problems. His parents had recently died. He had troubles at work. A failing relationship. He needed someone to help him through this rough patch in his life. So he decided to get some professional help from a psychiatrist. What he did not count on, was what happened in his life over the next twenty-nine years. This is a story about power, control, and turning to the wrong person for help.  Listen now at bloomberg.com/shrinknextdoor

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Daragh Maher, HSBC Securities US Head of FX Strategy, says outside of the U.S., there's no appetite for fiscal stimulus. Kathy Jones, Schwab Center For Financial Research Chief Fixed Income Strategist, expects inflation to stay “pretty stable even with tariffs.” Alberto Gallo, Algebris Investments Portfolio Manager, says Europe has disappeared from the map of many investors. Therese Raphael, Bloomberg Opinion Columnist, says governing a minority government has been the main reason she can’t get her deal passed. Kevin Cirilli, Bloomberg Washington Correspondent, says Democrats will continue pushing for Trump's tax records to be released. 

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Troy Gayeski, Skybridge Capital Co-CIO, says as the trade war escalates, the probability of a rate hike decreases. David Kelly, JPMorgan Asset Management Global Market Strategist, says we are almost at a bipolar world in terms of economic spheres of influence. Bob Diamond, Atlas Merchant Capital CEO, says Deutsche Bank lacks a strong domestic retail business. Seema Shah, Bloomberg Intelligence Senior Consumer Analyst, says its an unknown for Home Depot if they will be impacted by tariffs. 

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Jonathan Golub, Credit Suisse Chief US Equity Strategist, says the likelihood of a recession is very low. Sonali Basak, Bloomberg Investment Banking Reporter, discusses the possibility of a leadership change at Deutsche Bank. Bill Schneider, George Mason Professor & Author, "Standoff: How America Became Ungovernable", thinks Joe Biden's candidacy represents a return to normal. Raphael Bostic, Federal Reserve Bank of Atlanta President, does not see a rate cut this year. 

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Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, sees a permanent dollar shortage in China. Miranda Carr, Haitong International China Macro Strategist, thinks China is overconfident about how little tariffs impact their economy. Kate Bedingfield, Biden Deputy Campaign Manager, discusses Joe Biden's middle class roots. Bob Michele, JPMorgan Asset Management Global CIO and Head of Global Fixed Income, notes the amount of money in money market funds is the highest since the financial crisis. Amy Myers Jaffe, CFR Senior Fellow for Energy & the Environment and Director of the Program on Energy Security & Climate Change, says the oil market is too relaxed for the current level of risk.

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Ann Cairns, Mastercard Vice Chair, says it's important to introduce girls to STEM careers. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says a trade war is not inflationary. Joe Feldman, Telsey Senior Research Analyst, says Walmart is less exposed than other retailers to tensions with China. Paul Donovan, UBS Global Chief Economist, thinks the slowdown in 2018 was somewhat caused by trade tensions. Gabriel Felbermayr, Kiel Institute for the World Economy President, posits that, although a "tariff pass-through"takes time to occur, a full pass-through to the American consumers would be highly unusual. 

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Chetan Ahya, Morgan Stanley Chief Economist & Global Head of Economics, thinks trade tensions were the cause of China's slowdown. David Kostin, Goldman Sachs Chief U.S. Equity Strategist, expects modest earnings growth in 2019. Emma Ross-Thomas, Bloomberg Brexit Editor, brings us a Brexit update. Mike Spence, NYU Professor, says it's confusing what the U.S. and China really want. 

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Catherine Mann, Citigroup Global Chief Economist, says closing the door to trade doesn't enhance an economy. Jens Nordvig, Exante Data Founder & CEO, analyzes the trade dispute's impact on the renminbi. Mark Lehmann, JMP Securities President, says China has more to lose than the U.S. and Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, discusses actions taken by retailers to alleviate the impact of tariffs. 

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Michael Purves, Weeden Chief Global Strategist, says credit spreads have yet to back up. Stephen Roach, Yale Professor, Former Morgan Stanley Asia Chairman and Author of "Unbalanced: The Codependency of America and China", says tariffs are attacks on importers and the U.S. is the importer. Keyu Jin, London School of Economics & Political Science Professor, thinks U.S. tariffs have caused a surge of nationalism in China. Ted Alden, CFR Senior Fellow, Author of "Failure to Adjust: How Americans Got Left Behind in the Global Economy", says Trump's complaints about China are legitimate but his tactics aren't. 

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Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the burden of tariffs will fall on U.S. consumers. David Kirkpatrick, Techonomy Media CEO & Founder, says Uber will have to rise prices soon. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says the Fed is keeping a close eye on inflation. Devin McDermott, Morgan Stanley Executive Director and Head of North American Exploration & Production and Integrated Oil Research, sees nice opportunities for synergies at Anadarko. David Woo, Bank of America Merrill Lynch Head of Global Rates & FX Strategy, thinks different markets priced in different probabilities of a U.S.-China deal. 

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Peter Hooper, Deutsche Bank Global Head of Economic Research, thinks it's unlikely that China or the U.S. will back off. Henrietta Treyz, Veda Partners Managing Partner & Director of Economic Policy Research, says being against China is "extraordinarily popular" in the U.S. Steve Ricchiuto, Mizuho Securities Chief Economist & Managing Director, says trade deals never solve trade deficit problems. Haran Segram, NYU Stern Professor, says it's not advisable to compare Uber with Amazon or Facebook for its valuation.

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Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, says U.S. businesses are negatively impacted by the tariffs imposed on China. David Rosenberg, Gluskin Sheff Chief Economist & Strategist, says there's way too much risk in the market. Priya Misra, TD Securities Head of Global Interest-Rates Strategy, doesn't foresee a recession in the data. Golnar Motevalli, Bloomberg Iran Reporter, says the U.S. and Europe are on different sides when negotiating with Iran. 

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Willem Buiter, Citi Special Economic Adviser, says the full package of sanctions on China would be in nobody's interest. Meredith Sumpter, Eurasia Group Head of Research Strategy and Operations, expects onward tariffs and confrontation after a U.S.-China deal. Diane Swonk, Grant Thornton Chief Economist, sees chances of a recession in 2020. Admiral James Stavridis, Bloomberg Opinion Columnist, Carlyle Group Advisor & Former Supreme Allied Commander at NATO, says when studying European history, he learned nobody wins a trade war. 

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Tony Dwyer, Canaccord Genuity Chief Market Strategist, thinks it's impossible to make an investment decision off of a tweet. Elaine Kamarck, Brookings Center For Effective Public Management Director, discusses Trump's negotiating tactics with China. Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, says the outlook for equity markets is still pretty positive. And Doug Kass, Seabreeze Partners President, analyzes Amazon's challenges. 

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Alan Ruskin, Deutsche Bank Chief International Strategist, offers insights on output gap measurements. Jeffrey Sachs, Columbia University Economics Professor, says professionalism is key in the Fed. Ellen Zentner, Morgan Stanley Chief U.S. Economist, thinks it's a relief that Stephen Moore's nomination was pulled. Jeff Rosenberg, BlackRock’s Systematic Fixed Income Team Senior Portfolio Manager, says today's jobs data continues a sequence of strong reports. Ken Langone, Author of "I Love Capitalism" & Home Depot Co-Founder, says capitalism can be brutal but it works. 

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Steven Englander, Standard Chartered Bank Global Head of FX, says the Fed's inflation forecast record isn't brilliant. Jerome Schneider, PIMCO Head of Short-Term Portfolio Management, expects the next Fed move to be higher in rates. Danny Blanchflower, Dartmouth Professor & Former BOE Monetary Policy Committee Member, says there's still quite a long way to full employment. Sarah House, Wells Fargo Securities Senior Economist, expects a slowdown in the labor market. 

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Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, believes we will avoid an earnings recession this year. Dan Ives, Wedbush Securities Managing Director, says Apple will make new highs over the coming months. Shannon O'Neil, CFR Senior Fellow for Latin American Studies, highlights that the military is not fully under Maduro's control. Randy Kroszner, Univ. of Chicago Professor & Former Fed Governor, says the Fed being under political pressure is nothing new. 

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Joe Quinlan, Head of CIO Market Strategy for Merrill and Bank of America Private Bank, sees signs of hope in European eco. Maryhen Jimenez Morales, Oxford University Politics Lecturer, says 90% of Venezuelans want a peaceful regime change. Alex Conant, Former Marco Rubio Presidential Campaign Communications Director, says the political unrest in Venezuela is destabilizing for the region. Brooke Sutherland, Bloomberg Opinion Columnist, brings us an update on GE. Michael Purves, Weeden & Co-Chief Global Strategist, says that solid (but not spectacular) earnings and GDP growth have become the new normal. 

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Marc Chandler, Bannockburn Global Foreign Exchange Chief Market Strategist & Managing Partner, says the U.S. is still the driest towel in the global economy. Catherine Yeung, Fidelity Investment Director, says the Belt and Road Initiative aims at increasing China's soft power. Alastair Newton, Alavan Business Advisory Director, says the Spanish populist party is eurosceptic but not anti-European. Dr. Peter Hotez, Dean of the National School of Tropical Medicine at Baylor College of Medicine, discusses the anti-vaccine movement and measles. Craig Moffett, MoffettNathanson Senior Research Analyst, says no one else can follow Disney's strategy because no one else has the advantages of being Disney. 

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Lisa Shalett, Morgan Stanley Wealth Management CIO, says the last decade has been "a magical time" for companies to raise capital. George Bory, Wells Fargo Head of Fixed Income Research, says there's a real conundrum in the bond market. Eileen Burbidge, Passion Capital Partner, says Twitter's success will depend on their ability to control abusive behavior on their platform. Megan Greene, Manulife Asset Management Global Chief Economist, thinks GDP data are not as positive as the headline might suggest. 

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Matt Miller, Bloomberg TV & Radio Anchor, says most German politicians were against the Deutsche Bank-Commerzbank merger. Jonathan Tyce, Bloomberg Intelligence Senior European Banks Analyst, thinks it makes sense to consolidate small domestic banks. Vishy Tirupattur, Morgan Stanley Head of Fixed Income Research & Director of Quantitative Research, says dollar strength is unsustainable. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says Joe Biden will be the centrist of the 2020 race. Shira Ovide, Bloomberg Opinion Columnist, thinks Facebook still has many privacy challenges ahead. And Scott Galloway, Leonard Stern School of Business Marketing Professor, discusses the tech earnings bonanza. 

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Marcus Ashworth, Bloomberg Opinion Columnist, says the Fed is absolutely on hold. Joseph Stiglitz, Nobel Laureate and Author of "People, Power and Profits," says the government has a role in progressive capitalism. Julia Coronado, MacroPolicy Perspectives President & Founder, says it's not all sunshine and roses in corporate earnings. Paul Sankey, Mizuho Securities Oil & Gas Analyst and Managing Director, offers his insights on Occidental's purchase of Anadarko. Paul Smith, CFA Institute President & CEO, says we need to reattach finance to a sense of purpose. 

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Jose Rasco, HSBC Chief Investment Strategist at HSBC Private Bank Americas, expects the Fed to remain on hold this year. Jan Hatzius, Goldman Sachs Chief Economist & Head of Global Economics and Markets Research, doesn't think inflation is dead. Dan Tannebaum, PwC United States Principal and Global Sanctions Leader, thinks it's unlikely that Iran closes the Strait of Hormuz. Lindsey Piegza, Stifel Chief Economist, predicts negative economic growth in 2020. 

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Chris Rupkey, MUFG Union Bank Chief Financial Economist, says the U.S. economy is strong. Todd Mariano, Eurasia Group U.S. Director, discusses next steps in the Mueller investigation. Liz Young, BNY Mellon Investment Management Director of Market Strategy, expects earnings and U.S. growth to be heavier in the end of the year. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, argues that in labor force terms, unemployment claims are at all time lows.

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Taylor Riggs, Bloomberg News Reporter, discusses JPMorgan's succession plans. Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager & CEO, doesn't think the Mueller report will have an impact on trade talks. Gideon Rose, Foreign Affairs Magazine Editor and Peter G. Peterson Chair, says Trump's foreign policy isn't sustainable or effective. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says the justice department is a highly politicized agency.

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Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the Qualcomm-Apple settlement and what it means for chip stocks. Doug Duncan, Chief Economist at Fannie Mae, on the spring buying season, outlook for mortgage rates, and consumer attitudes on housing. Tuna Amobi, CFRA Research’s media and entertainment analyst, on Netflix and big media earnings. Jitendra Waral, Senior Analyst: Internet & Consumer Products for Bloomberg Intelligence, on Pinterest's IPO.

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Yalman Onaran, Bloomberg Senior Writer, analyzes Morgan Stanley's earnings report. Gerry Fowler, Aberdeen Standard Investments Multi-Asset Strategist, says Europe is the Catch-up trade. Simon Johnson, MIT Sloan School of Management Global Economics Professor, highlights the need of spreading opportunities out of the coastal cities. Geetha Ranganathan, Bloomberg Intelligence Analyst of Media, thinks Netflix results show fairly significant pricing power. Libby Cantrill, PIMCO Head of Public Policy, doesn't expect to see a Democratic nominee until late spring or summer. 

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Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says banks doesn't thrive in a flattening yield curve environment. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst, thinks that technology will complement, not substitute the human component on the banking sector. Geetha Ranganathan, Bloomberg Intelligence Media Analyst, predicts Netflix and Disney will emerge as winners in the streaming sector. Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, says 2% GDP growth is the new normal. Bloomberg's Bob Moon says Notre Dame has always managed to rise again. 

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The mood in Paris today is somber after a fire ripped through the Notre Dame Cathedral. The iconic structure took more than 200 years to build and just a few hours to burn. It's rich with history, serving as a setting to crown kings and celebrate the liberation of Paris from the Nazis. As French authorities assess the damage and craft plans to rebuild the monument, Bloomberg's Tom Keene, Bob Moon and Annmarie Hordern reflect on the moment.

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Ian Bremmer, Eurasia Group President, says Fed Chairman Powell is a "capable, qualified and independent" chief. Fred Cannon, KBW Global Director of Research, will focus on net interest margins during this bank earnings season. Sonali Basak, Bloomberg Banking Reporter, talks banking and IPOs. Diane Swonk, Grant Thorton Chief Economist, says the Federal Reserve Board hasn't always been as strong as it is now. 

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Catherine Mann, Citi Global Chief Economist, and Lupin Rahman, PIMCO Head of EM Sovereign Credit, discuss China's latest economic data. Adam Posen, Peterson Institute President, says low interest rates in Europe are the scariest development in bond markets he has ever seen. Chris Whalen, RC Whalen Global Advisers, thinks JPMorgan is fairly valued. Adrienne Elrod, Democratic Strategist & Clinton 2016 Campaign Director of Strategic Communications, says Bernie Sanders is the front-runner for the Democratic presidential nomination.

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Troy Gayeski, Skybridge Capital Partner & Senior Portfolio Management, sees a higher probability of a Fed cut than a hike. Betsy Graseck, Morgan Stanley Head of Banks & Diversified Finance Research, expects weak numbers in this banks earnings season. Bill Lee, Milken Institute Chief Economist, says that Europe is the last place he would invest. Stephen Moore, Heritage Foundation Distinguished Visiting Fellow, wants "openness and sunlight on the Fed" if he joined the board. Representative Debbie Dingell, Democrat from Michigan, points out the lack of a regulatory framework for autonomous vehicles in the U.S. 

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Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, expects two Fed rate cuts and stocks to go higher in 2019. Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, thinks the Euro will move to the downside. Julia Coronado, Macropolicy Perspectives Founder, thinks markets were not expecting Draghi to deliver a lot-and he didn't. Mike Mayo, Wells Fargo Securities Senior Analyst, says it's time to increase the effectiveness of bank regulations. 

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Drew Matus, Metlife Investment Management Chief Market Strategist, says it's very difficult to drive the U.S. into a recession from overseas. Henrietta Treyz, Veda Partners Director of Economic Policy, thinks protecting NAFTA is the main priority of the business community. Laura Rosner, Macropolicy Perspectives Senior Economist, says technology is keeping inflation muted. Martin Indyk, Council on Foreign Relations Distinguished Fellow & Former Ambassador to Israel, says whoever wins the Israeli elections will need a coalition with small parties to govern. Sarah McGregor, Bloomberg U.S. Economic Policy Team Leader, says the silver lining in the IMF report is that it highlights that things will potentially improve in the second half of next year. 

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Vasileios Gkionakis, Banque Lombard Odier Global Head of FX Strategy, says the Fed has maintained its full independence. Jane Foley, Rabobank Head of FX Strategy, says the dollar is behaving as a safe heaven. Admiral James Stavridis, Former NATO Supreme Allied Commander Europe, says it's good value for the U.S. to stay in NATO. Roland Rudd, Finsbury Public Relations Founder and Chairman of Business for News, says recently, Parliament has reaffirmed its authority. 

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Davide Serra, Algebris Investments CEO, says there are too many banks in Europe. Ebrahim Rahbari, Citi Global Head of FX Analysis, doesn't think this is a "dollar-sell" environment. Catherine Barnard, Cambridge University Professor, believes it would have been smart to have cross-party discussions since the Brexit referendum. Bob Michele, JP Morgan Chief Investment Officer, sees everyone scrambling for yield right now. 

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Tom Keene and Francine Lacqua host from the Ambrosetti Spring Workshop in Cernobbio, Italy. In this episode, we feature our TV & Radio interviews with: Mohamed El-Erian, Allianz Chief Economic Adviser & Bloomberg Opinion Columnist, Laurence Boone, OECD Chief Economist, Nouriel Roubini, Roubini Macro Associates CEO, Jacob Frenkel, JPMorgan Chase International Chairman, Luigi Zingales, Chicago Booth School Professor, and Jim O'Neill, Chatham House Chair. 

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Jim Glassman, JPMorgan Chase Commercial Banking Head Economist, does not think wage growth is translating into inflation. Mike Darda, MKM Partners Chief Economist & Macro Strategist, sees solid job growth without signs of overheating. Larry Kudlow, U.S. National Economic Council Director, says the U.S. economy is "really coming back." Tiffany Wilding, PIMCO U.S. Economist, highlights the improvements in labor market participation.

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Joachim Fels, PIMCO Global Economic Advisor, says the yield curve predicts and also causes recessions. Derek Halpenny, MUFG European Head of Global Markets Research, says central banks have a significant appetite for the Euro. Kristina Hooper, Invesco Chief Global Market Strategist, considers it hyperbolic to say we are going into an earnings recession. Brian Deese, BlackRock Global Head of Sustainable Investing, talks climate change and risks to investors. 

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Steven Major, HSBC Global Head of FI Research, thinks U.S. bonds look cheap globally.  Emma Ross-Thomas, Bloomberg Brexit Editor, updates us on Parliament's plans to avoid a no-deal Brexit. David Page, AXA Investment Managers Senior Economist U.S. & U.K., expects some euro appreciation. Jim Paulsen, The Leuthold Group Chief Investment Strategist, thinks this is a good environment for stocks. 

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Lord Andrew Adonis, Former U.K. Secretary of State For Transport, speaks in favor of a second referendum. David Bloom, HSBC Global Head of FX Strategy, says the FX market has become very political. Bob Michele, JPMorgan Asset Management Global CIO & Head Of Global Fixed Income, thinks the Fed is holding rates for the next two years. Sarah House, Wells Fargo Senior Economist, foresees U.S. growth bouncing back in the coming months. And Matt Hornbach, Morgan Stanley Global Head of Interest Rate Strategy, says he's currently neutral on the bond market. 

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Chris Verrone, Strategas Partner & Head of Technical Strategy, thinks sentiment is too extreme with the long bond call. Robert Shiller, Yale Professor, says he is not a buy and hold advocate. Catherine Barnard, Cambridge University Professor & 'The UK in a Changing Europe' Sr. Fellow, says there are parties within parties in U.K. Parliament. Logan D. Green and John Zimmer, Lyft Inc Co-Founders, see a shift from the car ownership to the sharing model. 

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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.  

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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)

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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. 

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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. 

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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. 

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