Bloomberg Surveillance

Marty Walsh, U.S. Secretary of Labor, says U.S. companies have to do whatever they can to support the Ukrainian people. Wally Adeyemo, U.S. Treasury Deputy Secretary, says the U.S. has many options for more sanctions on Russia. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the market isn't really focused on the payrolls report right now. Tiffany Wilding, PIMCO Chief U.S. Economist, says the U.S. economy is coming in to this year with a lot of momentum.

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Serhiy Nikolaychuk, National Bank of Ukraine Deputy Governor, says he's hoping for a fast end to the war, so Ukrainian farmers can get back to work and save their grain harvests. Mario Gabelli, Gabelli Funds Co-Investment Officer for Value, says we have a new regulatory regime in the United States. Nela Richardson, ADP Chief Economist, expects the U.S. economy to slow down from last year's high pace but says it is still healthy. Darwei Kung, DWS Head of Commodities, says Brent crude could easily climb over $150 in the event the U.S. and its allies place sanctions on Russian oil.

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David Folkerts-Landau, Deutsche Bank Chief Economist, would expect to see a very serious recession if Nord Stream 1 is disrupted. Lawrence H. Summers, Former U.S. Treasury Secretary, says there is a greater risk of the Fed doing too little than too much. Alberto Gallo, Algebris Investments Head of Global Credit & Portfolio Manager, says to expect more volatility later this year. Amrita Sen, Energy Aspects Founder, says oil prices could easily breach $150 a barrel. Howard Dean, Former DNC Chair & Former Vermont Governor, says President Biden delivered one of the best State of the Union addresses in the last 20 years.

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Mark Kimmitt, Retired Brigadier General and United States Department of State Former Assistant Secretary, says Ukraine still faces a lot of tough and brutal combat ahead. Alicia Levine, BNY Mellon Chief Investment Strategist, says large market capitalization technology stocks are the "safety play" due to uncertainty over inflation and Federal Reserve policy. Kamakshya Trivedi, Goldman Sachs Co-Head of FX, Rates & EM, says sanctions are making Russian assets uninvestable. Michael Fiddelke, Target CFO, discusses how the company is managing inflationary cost pressures.

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Seth Jones, Center for Strategic and International Studies International Security Program Director, doesn't see Russia looking for an off-ramp that would be acceptable to NATO or the Ukranian people. Elsa Lignos, RBC Global Head of FX Strategy, discusses the outlook for the Euro. Megan Greene, Kroll Institute Global Chief Economist, says we're likely to see stagflation in Europe. Doug Kass, Seabreeze Partners President, details his philosophy for navigating the market amid so much uncertainty.

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