Surveillance: Equity & Fixed Income Disjointment
Katy Kaminski of Alpha Simplex sees equity markets disjointed from fixed income. Earl Davis of BMO Asset Management sees 2024 as a cyclical bull market. Holger Schmieding of Berenberg expects upside f...
25 Syys 202327min
Surveillance: $100 Oil with JP Morgan's Malek
Christyan Malek, JP Morgan Securities Global Head of Energy Strategy, sees oil normalizing towards $100. Jordan Rochester, Nomura G-10 FX Strategist, says the dollar strength is already near levels wh...
22 Syys 202334min
Bonus Surveillance: The Bloomberg Global Credit Forum
A special edition of Bloomberg Surveillance, live from the Bloomberg Global Credit Forum in London. Tom Keene, Jon Ferro and Lisa Abramowicz speak with James Zelter, co-president of Apollo Global Mana...
21 Syys 202323min
Surveillance: Bullard on a Soft Landing
Former St. Louis Fed President Jim Bullard says the prospects for soft landing look good. Sree Kochugovindan, Abrdn Senior Research Economist reacts to the BOE rate decision. Edward Morse, Citigroup G...
21 Syys 202336min
Instant Reaction: Jay Powell on Fed Policy
Bloomberg's Carol Massar and Tim Stenovec discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision. See omnystudio.com/listener for privacy information.
20 Syys 202318min
Instant Reaction: The Fed Decides
Bloomberg's Tom Keene and Jonathan Ferro break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.See omnystudio.com/listener for privacy information.
20 Syys 202329min
Surveillance: Cathie Wood on Investing
Cathie Wood, ARK Invest CEO & CIO, discusses Ark acquiring Rize ETF. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, doesn't see inflation falling to the Fed's 2% mandate. Elsa Lignos, RBC...
20 Syys 202331min
Surveillance: Kettner: Bullish tech
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 recession than he did before. Jane Foley, Rabobank Head...
19 Syys 202331min
