Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Kurt Geiger CEO Neil Clifford discusses US expansion, inflation, and supply chains. Panmure Gordon Chief Economist Simon French weighs the headwinds confronting markets. KBW US Financials Specialist Timothy Morgan sees no signs of consumer credit, or small business, credit problems yet.