
Surveillance: Stepping on Brakes with Slok
Torsten Slok, Apollo Global Management Chief Economist, says the Fed is stepping harder on the brakes. Earl Davis, BMO Asset Management Head of Fixed Income & Money Markets, doesn't expect any Fed hik...
8 Syys 202335min

Surveillance: Buy the AI Dip with Amoroso
Anastasia Amoroso, iCapital Chief Investment Strategist, suggests buying the AI dip. Stephanie Roth, J.P. Morgan Private Bank Senior Markets Economist, says it's been a pretty impressive cooling of th...
7 Syys 202336min

Surveillance: Sluggish Economy with Calvasina
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 Chief Economist, says the Fed's job is more complicat...
6 Syys 202331min

Surveillance: Dutta on the Fed
Neil Dutta, US Economic Research Head, Renaissance Macro Research says the Fed shouldn't signal rate cuts in 2024. Katy Kaminski, AlphaSimplex Chief Research Strategist sees higher yields for a little...
5 Syys 202330min

Surveillance: US adds 187,000 jobs
Julie Su, US Acting Labor Secretary gives the Biden Administrations reaction to the August payrolls report. Following the jobs report, Randall Kroszner, Fmr. Fed Governor & University of Chicago Booth...
1 Syys 202321min

Surveillance: Hollenhorst on the Fed
Andrew Hollenhorst, Citi Chief US Economist expects the Fed to pause in September. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist is sticking with his bullish forecast, expec...
31 Elo 202338min

Surveillance: 'Screaming Buy' with Lyngen
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 Economist, still sees the US avoiding recession. ...
30 Elo 202328min

Jackson Hole Special - Odd Lots Podcast: Barry Eichengreen on the New Era of High Government Debt
University of California at Berkeley economist Barry Eichengreen presented a paper on ballooning government debt at this year’s Jackson Hole Economic Symposium. On this bonus content episode of the Od...
29 Elo 202338min




















