Bloomberg Surveillance

Bloomberg Surveillance: When the Fed Should Cut

06 Dec 2023

Contributed by Lukas

Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the status of the economy doesn't justify the Fed cutting rates. Amanda Lynam, Black...

Bloomberg Surveillance: Apollo's Best Year Ever

05 Dec 2023

Contributed by Lukas

 Marc Rowan, Apollo CEO, says his firm has no plans to shift from private equity amid the best year in its history, and also discusses rising antisem...

Bloomberg Surveillance: Underweight Treasuries

04 Dec 2023

Contributed by Lukas

Peter Tchir, Head of Macro Strategy at Academy Securities says he wants to be underweight Treasuries right now.George Saravelos, Global Head of FX Res...

Hate Crimes Surge in Wake of Gaza War

02 Dec 2023

Contributed by Lukas

Reports of crimes targeting Jews, Muslims and Arabs have risen around the world in since the Oct. 7 Hamas attack on Israel, and the Israeli military’...

Bloomberg Surveillance: Tesla's 'Historic' Cybertruck

01 Dec 2023

Contributed by Lukas

Liz Young, SoFi Head of Investment Strategy, says the correlation between stocks and bonds could remain positive going forward. Lauren Goodwin, New Yo...

Bloomberg Surveillance: Remembering Henry Kissinger

30 Nov 2023

Contributed by Lukas

John Micklethwait, Bloomberg Editorial Editor-in-Chief, reflects on the life and career of the late Henry Kissinger. Neil Dutta, Renaissance US Econom...

BONUS SPECIAL: The Legacy of Henry Kissinger

30 Nov 2023

Contributed by Lukas

Henry Kissinger, the child refugee who rose to become US Secretary of State and defined American foreign policy during the 1970s with his strategies t...

Bloomberg Surveillance: Mary Barra's Buyback Plan

29 Nov 2023

Contributed by Lukas

Mary Barra, GM CEO, discusses the company's announcement of its biggest-ever buyback plan, and says she expects 'strong adoption' of more affordable E...

Special Report: Berkshire Hathaway's Charles Munger Dies at 99

28 Nov 2023

Contributed by Lukas

Charles Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway Inc. from a failing text...

Bloomberg Surveillance: Beyond the Crypto Winter (Podcast)

28 Nov 2023

Contributed by Lukas

Cameron Dawson, Newedge Wealth Chief Investment Officer, says that signs of a recession will come from the market, not the Fed. Bill Dudley, Former NY...

Bloomberg Surveillance: Equities Outlook for 2024 (Podcast)

27 Nov 2023

Contributed by Lukas

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy,  says the path for equities is higher in 2024. Dana Telsey, Telsey Advisory Group CEO...

Bloomberg Surveillance: Macy's CEO and Holiday Shopping

24 Nov 2023

Contributed by Lukas

Jeff Gennette, Macy's CEO says department stores are still relevant and his company is ready for the holiday shopping season. Joe Feldman, Telsey Advi...

Bloomberg Surveillance: Holiday Equity Markets

22 Nov 2023

Contributed by Lukas

Jack Caffrey, JP Morgan Asset Management Equity Portfolio Manager, says the holiday rally in the equity market is in full force. Aaron David Miller, C...

Bonus Episode: Bloomberg Daybreak

22 Nov 2023

Contributed by Lukas

Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes.  Download and subscribe for the news you need, delivered by 6 AM ...

Bloomberg Surveillance: Microsoft, OpenAI and Sam Altman

21 Nov 2023

Contributed by Lukas

Rishi Jaluria, RBC Capital Markets Managing Director, says Microsoft has leapt ahead of its competitors in the monetization of AI. Victoria Fernandez,...

Bloomberg Surveillance: Sam Altman to Microsoft

20 Nov 2023

Contributed by Lukas

Mandeep Singh, Bloomberg Intelligence Sr. Technology Analyst, breaks down the shifting AI landscape amid Sam Altman's move to Microsoft. Andrew Hollen...

Bloomberg Surveillance: 'Enormous' Bond Market Volatility

17 Nov 2023

Contributed by Lukas

Mohamed El-Erian, Bloomberg Opinion Columnist, guests hosts the show and says the 'enormous volatility' in the bond market needs to be corrected in or...

Bloomberg Surveillance: ‘Fed-Friendly’ Data, Retail Earnings, Biden-Xi Meeting

16 Nov 2023

Contributed by Lukas

Ellen Zentner, Morgan Stanley Chief US Economist, says the nearly two-year high in US continuing jobless claims represents a needed softening in the l...

Chief Future Officer: Mark Mesler, Archer

15 Nov 2023

Contributed by Lukas

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's m...

Bloomberg Surveillance: US Retail Sales Dip; Government Shutdown Threat Eases

15 Nov 2023

Contributed by Lukas

Michelle Meyer, Mastercard Economics Institute North America Chief Economist, says October's slight drop in US retail sales doesn't take away from ove...

Bloomberg Surveillance: Cooling US Price Pressures; Looming Government Shutdown

14 Nov 2023

Contributed by Lukas

Jay Bryson, Wells Fargo Chief Economist, and David Kelly, JPMorgan Asset Management Chief Global Strategist, break down October's US CPI report that s...

Bloomberg Surveillance: Gauging a Growth Slowdown

13 Nov 2023

Contributed by Lukas

Thomas Kennedy, JP Morgan Private Bank Chief Investment Strategist, expects a growth slowdown in the US amid a decline in excess savings. Christian Sc...

Introducing: Elon, Inc.

11 Nov 2023

Contributed by Lukas

At Bloomberg, we’re always talking about the biggest business stories, and no one is bigger than Elon Musk. In this new chat weekly show, host David...

Bloomberg Surveillance: Fed Warns, Stocks Retreat

10 Nov 2023

Contributed by Lukas

Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says the markets need conviction that the Fed is done hiking rates. Annmarie Hordern, Bloom...

Surveillance: Streaming Consolidation and Disney Earnings

09 Nov 2023

Contributed by Lukas

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, expects consolidation in the streaming industry in the coming years. Greg Val...

Surveillance: Pricing In Recession Fears with Peter Tchir

08 Nov 2023

Contributed by Lukas

Peter Tchir, Academy Securities Head of Macro Strategy, points to potential issues in the global supply chain amid ongoing geopolitical conflicts. Lib...

Surveillance: Kashkari on the Fight Against Inflation

07 Nov 2023

Contributed by Lukas

Minneapolis Fed President Neel Kashkari says policymakers have yet to win the fight against inflation, and that they will consider more tightening if ...

Surveillance: Narrative Ping Pong in the Bond Market

06 Nov 2023

Contributed by Lukas

Mandy Xu, CBOE Global Markets VP & Head of Derivatives Market Intelligence, advises monitoring multiple asset classes going into the year-end. Mic...

Introducing: Bloomberg Hot Pursuit!

04 Nov 2023

Contributed by Lukas

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry in...

Surveillance: October's Soft US Jobs Report

03 Nov 2023

Contributed by Lukas

Randy Kroszner, University of Chicago Booth School Professor of Economics, and Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Str...

Bonus Episode: Bloomberg Daybreak

03 Nov 2023

Contributed by Lukas

Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes.  Download and subscribe for the news you need, delivered by 6 AM ...

Surveillance: BOE Decision & Apple Earnings Preview

02 Nov 2023

Contributed by Lukas

Sree Kochugovindan, abrdn Senior Research Economist, breaks down the Bank of England's decision to keep rates unchanged. Greg Valliere, AGF Investment...

Instant Reaction: Jay Powell on Fed Policy

01 Nov 2023

Contributed by Lukas

Bloomberg's Tom Keene and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision.See omnystu...

Instant Reaction: The Fed Decides

01 Nov 2023

Contributed by Lukas

Bloomberg's Tom Keene and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance See ...

Surveillance: US Treasury Refunding & Fed Day

01 Nov 2023

Contributed by Lukas

Seth Carpenter, Morgan Stanley Chief Global Economist, and Mark Cabana, Bank of America Head of US Rates Strategy, break down the US Treasury's refund...

Surveillance: BOJ Kicks Off Central Bank Decisions

31 Oct 2023

Contributed by Lukas

Mark McCormick, TD Bank Global Head of FX & EM Strategy, analyzes the Bank of Japan's decision to loosen its grip on government bond yields. John ...

Small Caps Bearing the Brunt of High Rates

30 Oct 2023

Contributed by Lukas

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says confidence across all sectors in the equity market remains fragile. Andrew Sheets...

Surveillance: US Consumer Spending Stays Hot

27 Oct 2023

Contributed by Lukas

Lara Rhame, FS Investments Chief US Economist, breaks down today's core PCE price index which showed that both inflation and consumer spending rose in...

ECB Holds Rates, US GDP Grows in 3Q

26 Oct 2023

Contributed by Lukas

Jeremy Stretch, CIBC Head of G10 FX Strategy, breaks down the European Central Bank's decision to leave interest rates unchanged. Lindsey Piegza, Stif...

Big Tech Earnings and the Fed's Higher-For-Longer Policy

25 Oct 2023

Contributed by Lukas

Mandeep Singh, Bloomberg Intelligence Senior Technology Analyst, breaks down a busy week of tech earnings starting with Microsoft and Alphabet. Marvin...

Spiraling US Debt and Its Impact on Interest Rates

24 Oct 2023

Contributed by Lukas

Jenny Johnson, Franklin Templeton President & CEO, shares concerns about spiraling US debt and its impact on interest rates. Mandeep Singh of Bloo...

Repricing Risk Assets in a Higher Rate Environment

23 Oct 2023

Contributed by Lukas

Wei Li, BlackRock Global Chief Investment Strategist, says there's a need for a repricing of risk assets to reflect the higher rate environment. Tom T...

War In Gaza: John Bolton on the Ramifications for Israel and Hamas

20 Oct 2023

Contributed by Lukas

John Bolton, former National Security Advisor and former US Ambassador to the UN, says the US has failed to coherently monitor the situation in the Mi...

BONUS: Fed Chair Jerome Powell Talks Fed Rates Outlook

19 Oct 2023

Contributed by Lukas

Speaking at the Economic Club of New York, Federal Reserve chair Jerome Powell suggested the Fed could hold interest rates steady again at its next me...

Surveillance: Sahm on Fed's Next Steps

19 Oct 2023

Contributed by Lukas

Claudia Sahm, Founder of Sahm Consulting, expects the Fed to get inflation back to 2% in the near future. Mark Esper, former US Secretary of Defense, ...

Surveillance: Lieber on the Israel-Hamas War

18 Oct 2023

Contributed by Lukas

Jon Lieber, US Managing Director at Eurasia Group, says the US could potentially become involved in the Israel-Hamas war if strikes happen beyond Gaza...

Surveillance: Margin Pressure with Doll

17 Oct 2023

Contributed by Lukas

Bob Doll, Crossmark Global Investments Chief Investment Officer, says margins will come under pressure going forward. Greg Daco, EY Chief Economist, d...

Surveillance: Peter Tchir's Favorite Hedge

16 Oct 2023

Contributed by Lukas

Peter Tchir, Academy Securities Head of Macro Strategy, says his favorite hedge at the moment is calls on the treasury market. Steven Major, HSBC Glob...

ECB's Lagarde, IMF's Gopinath, WTO's Okonjo-Iweala at Marrakech

13 Oct 2023

Contributed by Lukas

ECB President Christine Lagarde, IMF First Deputy Managing Director Gita Gopinath and WTO Director General Ngozi Okonjo-Iweala speak with Bloomberg's ...

Surveillance: Bank Earnings Kick Off

13 Oct 2023

Contributed by Lukas

Sonali Basak, Bloomberg News, discusses Citi, JPMorgan and Wells Fargo earnings. Ken Leon, CFRA Director of Equity Research, says banks can continue t...

Chief Future Officer, S3 EP5: Martin Hoffmann, On

12 Oct 2023

Contributed by Lukas

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's m...

Surveillance: US CPI with Bryson

12 Oct 2023

Contributed by Lukas

Jay Bryson, Wells Fargo Chief Economist, says the last mile to get us back to 2% inflation on a sustained basis is tough. David Kelly, JPMorgan Asset ...

Surveillance: Flight to Quality with Singh

11 Oct 2023

Contributed by Lukas

Daleep Singh, PGIM Fixed Income Chief Global Economist, says there's been a flight to quality as markets wade through the "fog of war." Julie Norman, ...

Surveillance: John Kirby on Israel-Hamas

10 Oct 2023

Contributed by Lukas

John Kirby, National Security Council Coordinator for Strategic Communications, says there's no policy decision on re-freezing Iranian money. Tzipi Ho...

Surveillance: Dermer on Israel-Hamas War

09 Oct 2023

Contributed by Lukas

Ron Dermer, Israel Minister of Strategic Affairs, says Israel has a clear goal to cripple the capabilities of Hamas. Ellen Wald, Atlantic Council Seni...

Surveillance: Julie Su on US Hiring Surge

06 Oct 2023

Contributed by Lukas

Julie Su, United States Acting Secretary of Labor, discusses US payrolls growth blowing past estimates. Randy Kroszner, University of Chicago Booth Sc...

Surveillance: Rate Impact with Berro

05 Oct 2023

Contributed by Lukas

Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says the economy is not going to be able to handle these rates, but the Fed wi...

Surveillance: Rep. Hill on McCarthy Ousting

04 Oct 2023

Contributed by Lukas

Rep. French Hill, (R) Arkansas, says GOP principals remain intact but the party has lost their way tactically as Kevin McCarthy was ousted as House Sp...

Surveillance: Wells Fargo's S&P 500 Call

03 Oct 2023

Contributed by Lukas

Chris Harvey, Wells Fargo Securities Head of Equity Strategy, discusses Wells Fargo's call for 4420 on the S&P 500 year-end. Robert Tipp, PGIM Fix...

Surveillance: Concern, Not Fear with Calvasina

02 Oct 2023

Contributed by Lukas

 Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says she saw concern, not fear, in markets as the US faced a potential government sh...

Surveillance: Time to Buy with Emanuel

29 Sep 2023

Contributed by Lukas

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says it's time to buy equities. Veronica Clark, Citi Economist, discusses US ...

Surveillance: Fed Cuts with Luzzetti

28 Sep 2023

Contributed by Lukas

Matthew Luzzetti, Deutsche Bank Chief US Economist, sees the Fed cutting rates materially next year. Dan Ives, Wedbush Senior Equity Analyst, says bea...

Surveillance: JPM's Michele on the Fed

28 Sep 2023

Contributed by Lukas

Bob Michele, JP Morgan Asset Management Global Head of Fixed Income says the Fed won't go to 5.75% - 6% rates. Nadia Lovell, UBS Global Wealth Managem...

Surveillance: Stock Breakdown with Wilson

26 Sep 2023

Contributed by Lukas

 Mike Wilson, Morgan Stanley Chief US Equity Strategist & Chief Investment Officer, says we are seeing a breakdown again in a lot of the stock ma...

BONUS EPISODE: 'Permacrisis' with El-Erian, Brown and Spence

25 Sep 2023

Contributed by Lukas

This is a special episode of the Bloomberg Surveillance podcast. Jonathan Ferro sits down with global economist Mohamad El-Erian, former UK Prime Mini...

Surveillance: Equity & Fixed Income Disjointment

25 Sep 2023

Contributed by Lukas

Katy Kaminski of Alpha Simplex sees equity markets disjointed from fixed income. Earl Davis of BMO Asset Management sees 2024 as a cyclical bull marke...

Surveillance: $100 Oil with JP Morgan's Malek

22 Sep 2023

Contributed by Lukas

Christyan Malek, JP Morgan Securities Global Head of Energy Strategy, sees oil normalizing towards $100. Jordan Rochester, Nomura G-10 FX Strategist, ...

Bonus Surveillance: The Bloomberg Global Credit Forum

21 Sep 2023

Contributed by Lukas

A special edition of Bloomberg Surveillance, live from the Bloomberg Global Credit Forum in London. Tom Keene, Jon Ferro and Lisa Abramowicz speak wi...

Surveillance: Bullard on a Soft Landing

21 Sep 2023

Contributed by Lukas

Former St. Louis Fed President Jim Bullard says the prospects for soft landing look good. Sree Kochugovindan, Abrdn Senior Research Economist reacts t...

Instant Reaction: Jay Powell on Fed Policy

20 Sep 2023

Contributed by Lukas

Bloomberg's Carol Massar and Tim Stenovec discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision. See omnys...

Instant Reaction: The Fed Decides

20 Sep 2023

Contributed by Lukas

Bloomberg's Tom Keene and Jonathan Ferro break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.See om...

Surveillance: Cathie Wood on Investing

20 Sep 2023

Contributed by Lukas

Cathie Wood, ARK Invest CEO & CIO, discusses Ark acquiring Rize ETF. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, doesn't see infla...

Surveillance: Kettner: Bullish tech

19 Sep 2023

Contributed by Lukas

Max Kettner of HSBS says tech still has room to run over the next few weeks. Ed Yardeni, Yardeni Research President sees a higher chance of a US reces...

Surveillance: Big Week for Central Banks

18 Sep 2023

Contributed by Lukas

Andrew Balls, PIMCO Global Head of Fixed Income says the U.S. 10-year looks attractive right now. Gilles Moec, AXA Group Chief Economist compares the ...

Surveillance: UAW begins strike

15 Sep 2023

Contributed by Lukas

Sarah Hunt, Alpine Saxon Woods, Chief Market Strategist weighs in on what the UAW strike could mean for the share price of the big 3 automakers. Henri...

Chief Future Officer: Ursula Hurley, JetBlue

14 Sep 2023

Contributed by Lukas

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's m...

Surveillance: US CPI with Porcelli

13 Sep 2023

Contributed by Lukas

Tom Porcelli, PGIM Fixed Income Chief US Economist, reacts to the US August CPI report. Tom Forte, DA Davidson Sr. Research Analyst, says Apple stock ...

Surveillance: JPM's Michele on the Fed

12 Sep 2023

Contributed by Lukas

Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities says the Fed may have to tip the economy into...

INTRODUCING: Bloomberg News Now

12 Sep 2023

Contributed by Lukas

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business ...

Surveillance: Recession Risk with Loh

11 Sep 2023

Contributed by Lukas

Marvin Loh, State Street Senior Global Macro Strategist, says the risk of a recession in the US is still out there. Subadra Rajappa, Societe Generale ...

Surveillance: Stepping on Brakes with Slok

08 Sep 2023

Contributed by Lukas

Torsten Slok, Apollo Global Management Chief Economist, says the Fed is stepping harder on the brakes. Earl Davis, BMO Asset Management Head of Fixed ...

Surveillance: Buy the AI Dip with Amoroso

07 Sep 2023

Contributed by Lukas

Anastasia Amoroso, iCapital Chief Investment Strategist, suggests buying the AI dip. Stephanie Roth, J.P. Morgan Private Bank Senior Markets Economist...

Surveillance: Sluggish Economy with Calvasina

06 Sep 2023

Contributed by Lukas

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says the US is staring down the barrel of a sluggish economy. Nela Richardson, ADP Chi...

Surveillance: Dutta on the Fed

05 Sep 2023

Contributed by Lukas

Neil Dutta, US Economic Research Head, Renaissance Macro Research says the Fed shouldn't signal rate cuts in 2024. Katy Kaminski, AlphaSimplex Chief R...

Surveillance: US adds 187,000 jobs

01 Sep 2023

Contributed by Lukas

Julie Su, US Acting Labor Secretary gives the Biden Administrations reaction to the August payrolls report. Following the jobs report, Randall Kroszne...

Surveillance: Hollenhorst on the Fed

31 Aug 2023

Contributed by Lukas

Andrew Hollenhorst, Citi Chief US Economist expects the Fed to pause in September. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strat...

Surveillance: 'Screaming Buy' with Lyngen

30 Aug 2023

Contributed by Lukas

Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says the 10-year treasury is a 'screaming buy.' Seth Carpenter, Morgan Stanley Chief Global...

Jackson Hole Special - Odd Lots Podcast: Barry Eichengreen on the New Era of High Government Debt

29 Aug 2023

Contributed by Lukas

University of California at Berkeley economist Barry Eichengreen presented a paper on ballooning government debt at this year’s Jackson Hole Economi...

Surveillance: Dollar Call with Verrone

29 Aug 2023

Contributed by Lukas

Chris Verrone, Strategas Partner & Head of Technical & Macro Strategy, says it's hard to embrace the short dollar call. Jay Bryson, Wells Farg...

Jackson Hole Special: Odd Lot Podcast - Darrell Duffie On How to Fix the World’s Most Important Market

28 Aug 2023

Contributed by Lukas

In the global financial system, US Treasuries play a special role. So what can be done to improve the way Treasuries are bought and sold? In this epis...

Surveillance: US Fragmentation with Peterson

28 Aug 2023

Contributed by Lukas

Dana Peterson, The Conference Board Chief Economist, says there's still quite a bit of fragmentation in the economy. Phil Orlando, Federated Hermes Ch...

Bonus Content: Odd Lots x Surveillance discuss Jackson Hole

26 Aug 2023

Contributed by Lukas

On Friday, Federal Reserve Chair Jerome Powell gave his much-anticipated speech at the Kansas City Fed Monetary Policy Symposium in Jackson Hole, Wyom...

Surveillance Special: Lagarde at Jackson Hole

25 Aug 2023

Contributed by Lukas

European Central Bank President Christine Lagarde says the central bank's data-dependency forces it to act meeting by meeting. She spoke with host Tom...

Surveillance: Live From Jackson Hole '23

25 Aug 2023

Contributed by Lukas

Join Tom Keene, Jonathan Ferro and Lisa Abramowicz, live From the 2023 Jackson Hole Symposium with esteemed guests including Mohamed El-Erian of Queen...

Surveillance: US Eco. Reacceleration with Bullard

24 Aug 2023

Contributed by Lukas

Former St. Louis Fed President Jim Bullard says the biggest question right now is of reacceleration in the US economy. Michael Darda of Roth MKM says ...

Surveillance: Ricchiuto on Idiosyncratic Risk

23 Aug 2023

Contributed by Lukas

Steven Ricchiuto, Mizuho Securities US Chief Economist, says there's a lot of idiosyncratic risk out there. Liz Ann Sonders, Charles Schwab Chief Inve...

Surveillance: Kaminski on a 6% 10-Year Yield

22 Aug 2023

Contributed by Lukas

 Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says a 6% 10-year yield is not crazy. Vincent Reinhart, Chief Economist and Macro Strategi...

Surveillance: Market Correction with Emanuel

21 Aug 2023

Contributed by Lukas

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says this is not an end of a bull market run, this is just a correction. Aman...

Surveillance: Bond Vigilantes with Yardeni

18 Aug 2023

Contributed by Lukas

Edward Yardeni, Yardeni Research President, says the Fed can't really afford to see bond yields keep going up. Kelsey Berro, JPMorgan Asset Management...

Surveillance: Tight Spreads with Athey

17 Aug 2023

Contributed by Lukas

James Athey, Abrdn Investment Director, says credit spread are too tight. Matthew Luzzetti, Deutsche Bank Chief US Economist, still expects a recessio...