Surveillance: Jobs Figures with Hollenhorst
Andrew Hollenhorst, Citi Chief US Economist, reacts to the ADP report and US jobless claims. Dominic Konstam, Mizuho Americas Head of Macro Strategy, says a hard landing is still on the radar. Emily R...
6 Heinä 202344min
Surveillance: Hyman's Fed Forecast
Ed Hyman, Evercore ISI Chairman & Head of Macro Economic Research, sees the Fed hiking one more time then they will be done. Thomas Tzitzouris, Strategas Head of Fixed Income Research, believes inflat...
5 Heinä 202346min
Surveillance: Zentner's Fed call
Ellen Zentner, Morgan Stanley Chief US Economist says it would take a payroll print of less than 100,000 and a downside surprise in CPI for the Fed to not hike in July. Tony Crescenzi, PIMCO Market St...
3 Heinä 202346min
Surveillance: Rajappa's Recession Call
Subadra Rajappa, Societe Generale Head of US Rates Strategy, sees a recession in the first half of 2024. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple as Citi sees another 30% upside. P...
30 Kesä 202335min
Surveillance: Peterson on Jobless Claims Drop
Dana Peterson, The Conference Board Chief Economist, says good news is bad news for the Fed. Matthew Hornbach, Morgan Stanley Global Head of Macro Strategy, says equities in Japan look attractive. Ely...
29 Kesä 202335min
Surveillance: Tech Stalling, says Verrone
Chris Verrone, Strategas Partner & Head of Technical & Macro Strategy, says they've seen some "stalling in tech." Joseph Amato, Neuberger Berman President and Chief Investment Officer for Equities, sa...
28 Kesä 202337min
Surveillance: Tech Fatigue with Kaiser
Stuart Kaiser, Citi Head of US Equity Trading Strategy, says we're seeing some "fatigue" in tech buying. Gita Gopinath, IMF First Deputy Managing Director, says a number of factors could be "muting th...
27 Kesä 202339min
Surveillance: Gauging Impact of Russia Mutiny
Ian Bremmer, Eurasia Group President, says Putin doesn't have "real friends" on the global stage.Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy, says if tech goes, the market goes....
26 Kesä 202325min
