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. Mike Bell, Global Market Strategist at JPMorgan Asset Management, says the US is less exposed to Russia shocks. Sebastien Galy, Senior Macro Strategist at Nordea Asset Management, says he’s focusing on quality and value. Martijn Rats, Chief Commodity Strategist and Head of European Oil & Gas Research at Morgan Stanley, says the real sting in the EU oil plan is diesel.