Surveillance: US Treasury Refunding & Fed Day
Seth Carpenter, Morgan Stanley Chief Global Economist, and Mark Cabana, Bank of America Head of US Rates Strategy, break down the US Treasury's refunding announcement. Dom Konstam, Mizuho Securities H...
1 Marras 202335min
Surveillance: BOJ Kicks Off Central Bank Decisions
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 Stoltzfus, Oppenheimer Asset Management Chief Investme...
31 Loka 202335min
Small Caps Bearing the Brunt of High Rates
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says confidence across all sectors in the equity market remains fragile. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, say...
30 Loka 202335min
Surveillance: US Consumer Spending Stays Hot
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 September. Isaac Boltansky, BTIG Policy Research ...
27 Loka 202342min
ECB Holds Rates, US GDP Grows in 3Q
Jeremy Stretch, CIBC Head of G10 FX Strategy, breaks down the European Central Bank's decision to leave interest rates unchanged. Lindsey Piegza, Stifel Chief Economist, discusses the US economy's fas...
26 Loka 202329min
Big Tech Earnings and the Fed's Higher-For-Longer Policy
Mandeep Singh, Bloomberg Intelligence Senior Technology Analyst, breaks down a busy week of tech earnings starting with Microsoft and Alphabet. Marvin Loh, State Street Senior Global Macro Strategist,...
25 Loka 202334min
Spiraling US Debt and Its Impact on Interest Rates
Jenny Johnson, Franklin Templeton President & CEO, shares concerns about spiraling US debt and its impact on interest rates. Mandeep Singh of Bloomberg Intelligence discusses the latest in tech earnin...
24 Loka 202338min
Repricing Risk Assets in a Higher Rate Environment
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 Tzitzouris, Strategas Head of Fixed Income Research...
23 Loka 202334min
