Bloomberg Surveillance hosted by Tom Keene and Francine Lacqua. Guests include Morris L. Reid, partner at Mercury LLC, Kit Juckes, global strategist at Societe Generale, Simon Segars, chief executive officer at ARM Holdings PLC, Todd Sisitsky, managing partner at TPG Capital, Greg Valliere, chief global strategist at Horizon Investments, John Silvia, chief economist at Wells Fargo, and Michael Chui, partner at McKinsey Global Institute. (Source: Bloomberg)