Bloomberg Surveillance

Christine Lagarde, IMF Managing Director, ranks trade tensions as the top risk for the global economy. Brian Moynihan, Bank of America CEO, says economic data in December were strong enough for a rate rise. Stephen Pagliuca, Bain Capital Co-Chairman, thinks the key in this private equity environment is to be selective. Scott Minerd, Guggenheim CIO, explains the impact of ETFs becoming a bigger player in markets. 

John Normand, JPMorgan Head of Cross-Asset Fundamental Strategy, Morris Reid, Mercury LLC Partner, and Tony Gardner, Former U.S. Ambassador to the EU, discuss their expectations for the World Economic Forum starting Monday in Davos. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, expects favorable news regarding an easing of sanctions to Chinese imports. Pippa Malmgren, H Robotics Co-Founder & Former U.S. Presidential Advisor to President George W. Bush, shares her optimist outlook for the world economy. Roger Bootle, Capital Economics Founder & Chairman, says Europe would be better off without the euro. 

Laura Cha, Hong Kong Exchange Chair, says there's a lot the Chinese government can do in opening up the financial market. Mohammed Barkindo, OPEC Secretary General, says the Organization is transparent as a fishbowl. Arne Sorenson, Marriott International CEO, thinks Democrats and Republicans ought to arrive at a consensus on immigration. Amin Nasser, Saudi Aramco CEO, says the company is in discussions to acquire 70% of SABIC. George Osborne, London Evening Standard Editor and Former Chancellor of the Exchequer, thinks it's not acceptable for the U.K. to leave the EU without a deal. 

Arthur Levitt, Former SEC Chairman, remembers John Bogle's legacy. Jane Foley, Rabobank Head of FX Strategy & Senior Currency Analyst, says the  fundamentals of both the euro and the dollar are deteriorating. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst, talks how U.S. banks were forced to become bank holding companies after the crisis. Simon French, Panmure Gordon Chief Economist, compares the economic outlook in the U.S. and Europe. Adam Posen, PIIE President and former member of BOE Monetary Policy Committee, says the Phillips curve is definitely still in play. 

Charles Peabody, Portales Partners LLC President, recaps U.S. bank earnings with us. Lord Robert Skidelsky, House of Lords Member, says David Cameron landed the U.K. in the Brexit mess without adequate preparation. Chuck Robbins, Cisco Chairman and CEO, says the migration to cloud is driving their growth. Baroness Helena Kennedy, House of Lords Member, says the DUP have Theresa May "by the tail" over the Northern Ireland border agreement.