Bloomberg Surveillance
Episodes
Surveillance: How Low Can Rates Go, Foley Asks
21 Aug 2019
Contributed by Lukas
Nick Bennenbroek, Wells Fargo Securities Head of Currency Strategy, predicts the U.S. dollar will remain stable or slightly stronger. Ralf Preusser, B...
Surveillance: U.S. Economy To Slow, Daco Predicts
20 Aug 2019
Contributed by Lukas
Greg Daco, Oxford Economics Chief U.S. Economist, says they're expecting the U.S. economy to slow this year. Ken Leon, CFRA Research Global Director o...
Surveillance: Monetary Policy Can't Do It All, Says Rissmiller
19 Aug 2019
Contributed by Lukas
Don Rissmiller, Strategas Research Chief Economist, looks ahead to Jackson Hole and says monetary policy "can't do it all." Claus Vistesen, Pantheon M...
Surveillance: Don't Press Panic Button, says Crescenzi
16 Aug 2019
Contributed by Lukas
Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, dismisses the idea of "pressing the panic button," given the economy's current outlook....
Surveillance: Job Market Still Resilient, Herrmann Says
15 Aug 2019
Contributed by Lukas
Russ Koesterich, BlackRock's Global Allocation Team Portfolio Manager, says our economy is increasingly dependent on the consumer. Jeff Currie, Goldma...
Surveillance: Recession Likely Within Year, Misra Says
14 Aug 2019
Contributed by Lukas
Priya Misra, TD Securities Global Head of Rates Strategy, says a recession is very likely within the next 12 months. Lori Calvasina, RBC Capital Marke...
Surveillance: Foreign Business in China To Decline, Rose Thinks
13 Aug 2019
Contributed by Lukas
Yvonne Mann, Bloomberg Markets Asia Anchor, reports Hong Kong protesters plan for another march on Sunday. Gideon Rose, Foreign Affairs Magazine Edito...
Surveillance: We're Off The Grid Now For Yields, Weinberg Says
12 Aug 2019
Contributed by Lukas
Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, saysthe longer we go, the greater the risk of a systemic failure caused...
Surveillance: Ben Carson On Jobs, Housing, & The 2nd Amendment
09 Aug 2019
Contributed by Lukas
Ben Carson, U.S. Housing & Urban Development Secretary, says opportunity zones will bring investment into areas that were previously economically-...
Surveillance: Trade Issue Front & Center, Kostin Says
08 Aug 2019
Contributed by Lukas
Steve Wieting, Citi Private Bank Chief Investment Strategist, doubts that the Fed has any insight of what's next on trade. David Kostin, Goldman Sachs...
Surveillance: Trade War Is Unquantifiable Force, Normand Says
07 Aug 2019
Contributed by Lukas
Conrad DeQuadros, RDQ Economics Senior Economist & Founding Partner, hopes the Fed realizes their role in driving the markets. David Pearl, Epoch ...
Surveillance: Forecasting Year-End Bunds At -0.80%, Says Major
06 Aug 2019
Contributed by Lukas
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, encourages diversification in this market environment. Robin Brooks, IIF MD & Chief E...
Surveillance: CNY Weakness with Ruskin
05 Aug 2019
Contributed by Lukas
Marc Chandler, Bannockburn Global Forex Chief Market Strategist and Managing Partner, discusses the unintended consequences of U.S.-China tensions. He...
Surveillance: Tariff Impact Very Small, NEC's Kudlow Says
02 Aug 2019
Contributed by Lukas
Michelle Meyer, Bank of America Merrill Lynch Head of U.S. Economics, says markets are encouraged by the dovish central bank pivot. Henrietta Treyz, V...
Surveillance: The BOE Is Trapped, PIIE's Posen Says
01 Aug 2019
Contributed by Lukas
Adam Posen, Peterson Institute President, says the Bank of England can't do anything ahead of Brexit. Willem Buiter, Citi Special Economic Advisor, on...
Surveillance: Focus On Fed's Forward Guidance, Stanley Says
31 Jul 2019
Contributed by Lukas
Stephen Stanley, Amherst Pierpont Chief Economist, doesn't think the Fed is paying a lot of attention to growth. Meredith Sumpter, Eurasia Group Head ...
Surveillance: Grim Outlook for Sterling with Rochester
30 Jul 2019
Contributed by Lukas
Lindsey Piegza, Stifel Chief Economist, says the Fed is optimistic in terms of growth and inflation. Jordan Rochester, Nomura G-10 FX Strategist, disc...
Surveillance: Dollar Has Peaked In This Cycle, Jalinoos Says
29 Jul 2019
Contributed by Lukas
Shahab Jalinoos, Credit Suisse Head of FX & Macro Trading Strategy, says the dollar has already peaked in this cycle. Terry Haines, Pangea Policy ...
Surveillance: U.S. Economy's Canary in Coal Mine with Rosenberg
26 Jul 2019
Contributed by Lukas
Peter Schaffrik, RBC Capital Markets Global Markets Strategist, says as long as the consumer stays strong, U.S. growth will keep a steady pace. Paul S...
Surveillance: Currencies Increasingly Politicized, Stretch Says
25 Jul 2019
Contributed by Lukas
Seema Shah, Principal Global Investors Chief Strategist, says the ECB is "laying the groundwork" for action in September by holding rates steady in Ju...
Surveillance: Economic Data Is Decelerating, Golub Says
24 Jul 2019
Contributed by Lukas
Michael McKee, Bloomberg International Economics & Policy Correspondent, discusses the impact of weakening German manufacturing data ahead of the ...
Surveillance: The U.K. Is Split, Cambridge's Barnard Says
23 Jul 2019
Contributed by Lukas
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, is bearish on European equities in the short term. Catherine Barnard, Cambridge U...
Surveillance: Inflation Picture on Weak Side, Hooper Says
22 Jul 2019
Contributed by Lukas
Robert Feldman, Morgan Stanley MUFG Securities Senior Advisor, discusses Japan's Prime Minster Abe's slim victory and his plan to hike tax rates. Pete...
Surveillance: The Fed's Dramatic Pivot with Citi's Mann
19 Jul 2019
Contributed by Lukas
James Sweeney, Credit Suisse Chief Economist, forecasts the Fed will cut rates from 25-50 basis points. Catherine Mann, Citigroup Global Chief Economi...
Surveillance: Potential Rate Cuts with RBC's Porcelli
18 Jul 2019
Contributed by Lukas
Bob Michele, JPMorgan Asset Management CIO, warns U.S. Treasury yields are heading "all the way down to zero" over the next couple of years. Tom Porce...
Surveillance: Bright Spot Is The Consumer, Marangi Says
17 Jul 2019
Contributed by Lukas
Taylor Riggs, Bloomberg News Reporter, breaks down Bank of America's earnings. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, recaps common...
Surveillance: The Sweet Spot of Banking with Michaud
16 Jul 2019
Contributed by Lukas
Sonali Basak, Bloomberg News Investment Banking Reporter, notes JP Morgan's net interest is on the decline. Tom Michaud, KBW Chief Executive, discusse...
Surveillance: Europe's New Leaders with Kirkegaard
15 Jul 2019
Contributed by Lukas
Jacob Kirkegaard, Peterson Institute Senior Fellow, thinks Europe will have a pragmatic new leadership team if Ursula von der Leyen is approved for Co...
Surveillance: China Waiting on Huawei Details, Broderick Says
12 Jul 2019
Contributed by Lukas
Willem Buiter, Citi Special Economic Adviser, says Europe is yet to clean up the banking system following the financial crisis. Jane Foley, Rabobank H...
Surveillance: No Recession Anytime Soon, Doll Says
11 Jul 2019
Contributed by Lukas
Bob Doll, Nuveen Asset Management Chief Equity Strategist, explains the real issues the U.S. faces today but "doesn't see a recession any time soon." ...
Surveillance: Deutsche Bank Will Survive, Albertson Says
10 Jul 2019
Contributed by Lukas
Stephen Stanley, Amherst Pierpont Chief Economist, says that if the Fed is not planning on cutting in July, it needs to tell markets soon. Robert Albe...
Surveillance: Dollar's Power Here to Stay, Bloom Says
09 Jul 2019
Contributed by Lukas
Lindsey Bell, CFRA Investment Strategist, says that while defensive stocks are performing well, the technology sector is "the best performing sector o...
Surveillance: Deutsche Bank Cuts, Restructures
08 Jul 2019
Contributed by Lukas
Filippo Alloatti, Hermes Senior Credit Analyst, says Deutsche Bank must now work with regulators on a new investment strategy to be "less of a problem...
Surveillance: Fed Should Take Back Rate Hike, Kudlow Says
05 Jul 2019
Contributed by Lukas
Julia Coronado, MacroPolicy Perspectives President and Founder, explains how the Fed must ideally move ahead of risks instead of waiting on data. Jaso...
Surveillance: USTR-China Meeting to Happen Soon, Navarro Says
03 Jul 2019
Contributed by Lukas
Kathy Fisher, Bernstein Head of Wealth & Investment Strategies, identifies the need for adaptability in a disruptive global economy. Frederik Ducr...
Surveillance: Borrowers Simply not Borrowing, Caron Says
02 Jul 2019
Contributed by Lukas
Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, identifies one of the contributing factors to increased negative-yield...
Surveillance: Growth Overall Is Coming Down, Weinberg Says
01 Jul 2019
Contributed by Lukas
Carl Weinberg, High Frequency Economics Chief Economist & Founder, says the industrial recession in Europe is ongoing with "no clear end in sight....
Surveillance: The Best G-20 Outcome With Hormats
28 Jun 2019
Contributed by Lukas
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, explains why she thinks small cap stocks deserve to be underperforming. Robert Hormats...
Bloomberg Special: The Americans Are Coming, MLB In London
28 Jun 2019
Contributed by Lukas
In this special, the Surveillance team does a deep dive on Major League Baseball's debut in the U.K. Robert Manfred Jr., MLB Commissioner, speaks on t...
Surveillance: Energy Stocks Are Unloved, Emanuel Says
27 Jun 2019
Contributed by Lukas
Julian Emanuel, BTIG Chief Equity and Derivatives Strategist, explains why he thinks energy stocks are currently unloved. Shawn Donnan, Bloomberg Seni...
Surveillance: We've Had Too Little Globalization, Mann Says
26 Jun 2019
Contributed by Lukas
Joyce Chang, JPMorgan Chair of Global Research, says, "it's not all about the Fed," expecting fixed income yields to lower. Catherine Mann, Citi Manag...
Surveillance: China Could Wait Out Trump, Crebo-Rediker Says
25 Jun 2019
Contributed by Lukas
Tobias Levkovich, Citi Investment Research Chief U.S. Equity Strategist, shares why he has been bullish on healthcare equipment services. Liz Krutohol...
Surveillance: Tariffs Have Many Uses, Peter Navarro Says
24 Jun 2019
Contributed by Lukas
Dan Tannebaum, PwC Global Sanctions Leader, discusses how the U.S. could continue to pressure Iran despite running low on additional things to sanctio...
Surveillance: Adm. Stavridis on Worsening Iran Conflict
21 Jun 2019
Contributed by Lukas
William Lee, Milken Institute Chief Economist, parses the Fed message with conflicting economic signals resulting in new emphasis on next jobs report....
Surveillance Special: Fed Vice Chairman Richard Clarida
21 Jun 2019
Contributed by Lukas
In an exclusive conversation with Tom Keene, Federal Reserve Vice Chairman Richard Clarida says the argument in favor of cutting interest rates has st...
Surveillance: U.S. Not In Liquidity Trap, Henry Says
20 Jun 2019
Contributed by Lukas
Diana Amoa, JPMorgan Asset Management Fixed Income Portfolio Manager, discusses why the Fed needs to act into a deeper cutting cycle. Bill Smead, Smea...
Surveillance: Blackstone's Schwarzman On Lower Rates
19 Jun 2019
Contributed by Lukas
We kick off with a segment from our TV broadcast with Blackstone CEO Stephen Schwarzman. He tells Francine Lacqua & Tom Keene that lower rates wou...
Surveillance: ECB Policy Not Targeted At USD, Posen Says
18 Jun 2019
Contributed by Lukas
We kick off with a segment from our Bloomberg TV show with Bloomberg's Joe Weisenthal and Nordea Asset Management's Sebastian Galy. They weigh in on F...
Surveillance: The State of Employment with Blanchflower
17 Jun 2019
Contributed by Lukas
David Blanchflower, Former BOE Monetary Policy Committee Member and Dartmouth Professor, answers the question he asks in his new book: "Not Working: W...
Surveillance: U.S. Rates Near 0% in 5 Years, Crescenzi Says
14 Jun 2019
Contributed by Lukas
Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, sees U.S. rates collapsing toward 0% over the next five years. In a banking roundtable,...
Surveillance: Golden Age for Security Selection With Kantor
13 Jun 2019
Contributed by Lukas
Anthony DiPaola, Bloomberg Middle East Energy Markets Reporter, updates us on the attacks on oil tankers in the Strait of Hormuz. Jason Gammel, Jeffer...
Surveillance: Paul Tudor Jones on Making Money with 'Just Capital'
12 Jun 2019
Contributed by Lukas
Karen Leigh, Bloomberg China Government Editor, explains what sets the current protests in Hong Kong apart from previous demonstrations. Gideon Rose, ...
Surveillance: Goldman's Currie Calls for Cheaper Oil
11 Jun 2019
Contributed by Lukas
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Surveillance: The UTX and Raytheon Deal With Heymann
10 Jun 2019
Contributed by Lukas
Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says the idea of one or two rate cuts by year end is starting to make sense. Marc C...
Surveillance: Moving Forward on Tariffs, Says CEA's Hassett
07 Jun 2019
Contributed by Lukas
Jason Furman, Former Council of Economics Chair, says issues with Mexico might be more important than the tensions with China. Julia Coronado, Macropo...
Surveillance: Conservatives Are Without Party, Says George Will
06 Jun 2019
Contributed by Lukas
Today's episode begins with a conversation from Bloomberg TV with Antony Phillipson, British Consul General to New York, on the 75th Anniversary of D-...
Surveillance: Trade Talks Are Unpredictable, Hewson Says
05 Jun 2019
Contributed by Lukas
David Page, AXA Investment Managers U.S. & U.K. Senior Economist, says there is a small risk of a Fed cut in two weeks. Stephanie Baker, Bloomberg...
Surveillance Fed Special: Low Inflation Nerves with Evans
05 Jun 2019
Contributed by Lukas
Michael McKee, Bloomberg News International Economics & Policy Correspondent, sits down with two Federal Reserve Presidents. First, Robert Kaplan ...
Surveillance: Johnson & Trump Dissimilar, Diamond Says
04 Jun 2019
Contributed by Lukas
Jenny Leonard, Bloomberg Trade Reporter, and David Merritt, Bloomberg Senior Executive Editor, discuss what a trade deal could look like between the U...
Surveillance: Yen Stands to Benefit from Trade War, Says Barth
03 Jun 2019
Contributed by Lukas
Marvin Barth, Barclays Head of FX Strategy, believes that the dollar is ultimately the beneficiary of a volatile, global environment. Lorenzo Codogno,...
Surveillance: U.S. Is Now A Service Economy, Treyz Says
31 May 2019
Contributed by Lukas
Eric Farnsworth, Council of Americas Vice President, says the U.S. is going down a path that requires Mexico to react negatively. Laura Rosner, Macrop...
The Age of Disruption with PIMCO
31 May 2019
Contributed by Lukas
In conversation with Bloomberg Surveillance and The Open's Jonathan Ferro, PIMCO CEO and CIO present their bearish view of corporate credit and what t...
Surveillance: Fed Vs. The Markets With MUFG's Rupkey
30 May 2019
Contributed by Lukas
Chris Rupkey, MUFG Union Bank Chief Financial Economist, previews Fed Vice Chair Clarida's speech, saying it's the Fed versus the markets right now. J...
Surveillance: Big Risks In Manufacturing Sector, Sweeney Says
29 May 2019
Contributed by Lukas
James Sweeney, Credit Suisse Chief Economist & Americas CIO, sees big risks in the U.S. manufacturing sector. Jerome Schneider, PIMCO MD & Hea...
Surveillance: China Can Stand Tariffs' Shock, Weinberg Says
28 May 2019
Contributed by Lukas
Carl Weinberg, High Frequency Economics Chief Economist, doesn't expect any agreement between the U.S. and China. Jacob Kirkegaard Peterson Institute ...
Surveillance Special: Telecom in 2019
24 May 2019
Contributed by Lukas
Rich Greenfield, BTIG Managing Director & TMT Analyst, says SNAP is their single best buy on the long side. Walter Piecyk, BTIG Managing Director ...
Surveillance: Americans Are Underinvested In EM, Santos Says
24 May 2019
Contributed by Lukas
Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says he has no doubt the American economy will continue to grow throughout the ye...
Surveillance: Market Gives Trump Slack With China, Marangi Says
23 May 2019
Contributed by Lukas
Chris Marangi, Gabelli Funds Co-Chief Investment Officer, advises to be more cautious with companies that have exposure in China. Sonia Meskin, Standa...
Bloomberg and Wondery Present: The Shrink Next Door
22 May 2019
Contributed by Lukas
Marty Markowitz had his share of problems. His parents had recently died. He had troubles at work. A failing relationship. He needed someone to help h...
Surveillance: Europe Disappeared From Investors Map, Gallo Says
22 May 2019
Contributed by Lukas
Daragh Maher, HSBC Securities US Head of FX Strategy, says outside of the U.S., there's no appetite for fiscal stimulus. Kathy Jones, Schwab Center Fo...
Surveillance: China Is Not A Small Player Anymore, Kelly Says
21 May 2019
Contributed by Lukas
Troy Gayeski, Skybridge Capital Co-CIO, says as the trade war escalates, the probability of a rate hike decreases. David Kelly, JPMorgan Asset Managem...
Surveillance: Fed's Bostic Doesn't Foresee Rate Hike
20 May 2019
Contributed by Lukas
Jonathan Golub, Credit Suisse Chief US Equity Strategist, says the likelihood of a recession is very low. Sonali Basak, Bloomberg Investment Banking R...
Surveillance: China Is Overconfident, Carr Says
17 May 2019
Contributed by Lukas
Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, sees a permanent dollar shortage in China. Miranda Carr, Haitong International C...
Surveillance: A Trade War Isn't Inflationary, Emanuel Says
16 May 2019
Contributed by Lukas
Ann Cairns, Mastercard Vice Chair, says it's important to introduce girls to STEM careers. Julian Emanuel, BTIG Chief Equity & Derivatives Strateg...
Surveillance: Possible Outcomes of Trade Talks With Spence
15 May 2019
Contributed by Lukas
Chetan Ahya, Morgan Stanley Chief Economist & Global Head of Economics, thinks trade tensions were the cause of China's slowdown. David Kostin, Go...
Surveillance: Trade Should Be Enhanced, Mann Says
14 May 2019
Contributed by Lukas
Catherine Mann, Citigroup Global Chief Economist, says closing the door to trade doesn't enhance an economy. Jens Nordvig, Exante Data Founder & C...
Surveillance: Tariffs Are Attacks On Importers, Roach Says
13 May 2019
Contributed by Lukas
Michael Purves, Weeden Chief Global Strategist, says credit spreads have yet to back up. Stephen Roach, Yale Professor, Former Morgan Stanley Asia Cha...
Surveillance: China Will Retaliate If No Deal Today, Woo Says
10 May 2019
Contributed by Lukas
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the burden of tariffs will fall on U.S. consumers. David Kirkpatrick, Techonomy Medi...
Surveillance: Being Against China Is Popular, Treyz Says
09 May 2019
Contributed by Lukas
Peter Hooper, Deutsche Bank Global Head of Economic Research, thinks it's unlikely that China or the U.S. will back off. Henrietta Treyz, Veda Partner...
Tariffs Are A Job Killer, PIIE's Lovely Says
08 May 2019
Contributed by Lukas
Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, says U.S. businesses are negatively impacted by the tariffs imposed...
Surveillance: Nobody Wins A Trade War, Adm. Stavridis Says
07 May 2019
Contributed by Lukas
Willem Buiter, Citi Special Economic Adviser, says the full package of sanctions on China would be in nobody's interest. Meredith Sumpter, Eurasia Gro...
Surveillance: Equity Markets Still Pretty Good, Patel Says
06 May 2019
Contributed by Lukas
Tony Dwyer, Canaccord Genuity Chief Market Strategist, thinks it's impossible to make an investment decision off of a tweet. Elaine Kamarck, Brookings...
Surveillance: Capitalism Works, Langone Says
03 May 2019
Contributed by Lukas
Alan Ruskin, Deutsche Bank Chief International Strategist, offers insights on output gap measurements. Jeffrey Sachs, Columbia University Economics Pr...
Surveillance: A Long Way To Full Employment, Blanchflower Says
02 May 2019
Contributed by Lukas
Steven Englander, Standard Chartered Bank Global Head of FX, says the Fed's inflation forecast record isn't brilliant. Jerome Schneider, PIMCO Head of...
Surveillance: People Are No Longer With Maduro, O'Neil Says
01 May 2019
Contributed by Lukas
Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, believes we will avoid an earnings recession this year. Dan Ives, Wedbush Securities...
Surveillance: Venezuelans Want Regime Change, Jimenez Says
30 Apr 2019
Contributed by Lukas
Joe Quinlan, Head of CIO Market Strategy for Merrill and Bank of America Private Bank, sees signs of hope in European eco. Maryhen Jimenez Morales, Ox...
Surveillance: The U.S. Is Still The Driest Towel, Chandler Says
29 Apr 2019
Contributed by Lukas
Marc Chandler, Bannockburn Global Foreign Exchange Chief Market Strategist & Managing Partner, says the U.S. is still the driest towel in the glob...
Surveillance: GDP, Not That Positive Under The Hood, Greene Says
26 Apr 2019
Contributed by Lukas
Lisa Shalett, Morgan Stanley Wealth Management CIO, says the last decade has been "a magical time" for companies to raise capital. George Bory, Wells ...
Surveillance: Dollar Strength Is Unsustainable, Tirupattur Says
25 Apr 2019
Contributed by Lukas
Matt Miller, Bloomberg TV & Radio Anchor, says most German politicians were against the Deutsche Bank-Commerzbank merger. Jonathan Tyce, Bloomberg...
Surveillance: Progressive Capitalism With Joseph Stiglitz
24 Apr 2019
Contributed by Lukas
Marcus Ashworth, Bloomberg Opinion Columnist, says the Fed is absolutely on hold. Joseph Stiglitz, Nobel Laureate and Author of "People, Power and Pro...
Surveillance: I Don't Think Inflation Is Dead, Hatzius Says
23 Apr 2019
Contributed by Lukas
Jose Rasco, HSBC Chief Investment Strategist at HSBC Private Bank Americas, expects the Fed to remain on hold this year. Jan Hatzius, Goldman Sachs Ch...
Surveillance: The U.S. Economy Is Strong, Rupkey Says
22 Apr 2019
Contributed by Lukas
Chris Rupkey, MUFG Union Bank Chief Financial Economist, says the U.S. economy is strong. Todd Mariano, Eurasia Group U.S. Director, discusses next st...
Surveillance: Justice Dept Highly Politicized, Valliere Says
18 Apr 2019
Contributed by Lukas
Taylor Riggs, Bloomberg News Reporter, discusses JPMorgan's succession plans. Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager...
Apple Settlement Validates Qualcomm's IP: Srinivasan
17 Apr 2019
Contributed by Lukas
Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the Qualcomm-Apple settlement and what it means for chip st...
Surveillance: Europe Is The Catch Up Trade, Fowler Says
17 Apr 2019
Contributed by Lukas
Yalman Onaran, Bloomberg Senior Writer, analyzes Morgan Stanley's earnings report. Gerry Fowler, Aberdeen Standard Investments Multi-Asset Strategist,...
Surveillance: Notre Dame's Past & Future
16 Apr 2019
Contributed by Lukas
Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says banks doesn't thrive in a flattening yield curve environment. Gerard Cassidy, ...
Surveillance: Paying Tribute to Notre Dame
16 Apr 2019
Contributed by Lukas
The mood in Paris today is somber after a fire ripped through the Notre Dame Cathedral. The iconic structure took more than 200 years to build and jus...
Surveillance: Trump Doesn't Impact Powell, Bremmer Says
15 Apr 2019
Contributed by Lukas
Ian Bremmer, Eurasia Group President, says Fed Chairman Powell is a "capable, qualified and independent" chief. Fred Cannon, KBW Global Director of Re...
Surveillance: JPMorgan Is Fairly Valued, Whalen Says
12 Apr 2019
Contributed by Lukas
Catherine Mann, Citi Global Chief Economist, and Lupin Rahman, PIMCO Head of EM Sovereign Credit, discuss China's latest economic data. Adam Posen, Pe...
Surveillance: I Want Openness & Sunlight On The Fed, Moore Says
11 Apr 2019
Contributed by Lukas
Troy Gayeski, Skybridge Capital Partner & Senior Portfolio Management, sees a higher probability of a Fed cut than a hike. Betsy Graseck, Morgan S...