Surveillance: Bear Market with Wilson
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says the bear market is continuing. Megan Greene, Kroll Institute Global Chief Economist, says the Fed is not finished here. Jeannette Lowe, Str...
26 Touko 202337min
Surveillance: Flying Blind with Bryson
Jay Bryson, Wells Fargo Chief Economist, says we are always flying blind in this economy. Douglas Holtz-Eakin, American Action Forum President, discusses debt-limit talks between Biden and McCarthy. D...
25 Touko 202328min
Surveillance: Yield Curve with Peters
Greg Peters, PGIM Fixed Income Co-CIO, says the yield curve is already pricing in a recession. Oliver Chen, Cowen Senior Equity Research Analyst, discusses the slump in European luxury retailers. Jame...
24 Touko 202337min
Surveillance: Subramanian Lifts S&P 500 Target
Savita Subramanian, BofA Global Research Head of US Equity & Quantitative Strategy, raises her 2023 target for the S&P 500.Greg Valliere, AGF Investments Chief US Policy Strategist, discusses debt-lim...
23 Touko 202340min
Surveillance: Long Lasting Credit Tightening
Despite the lack of a banking crisis, Subadra Rajappa, Societe Generale Head of US Rates Strategy sees credit tightening conditions lingering.Christopher Marinac of Janney Montgomery Scott sees region...
22 Touko 202335min
Surveillance: Basak on Gorman Resigning
Sonali Basak, Bloomberg News Wall Street Correspondent says Morgan Stanley CEO Jim Gorman announcing he will resign in the next 12 months is the surprise news from today's AGM.Priya Misra, TD Securiti...
19 Touko 202334min
Surveillance: Kirby on Debt Ceiling
John Kirby, National Security Council Coordinator for Strategic Communications says if you don't take care of the nation's debt, virtually nothing else matters in terms of what you're trying to do aro...
18 Touko 202339min
Surveillance: Markets with Wu Silverman
Amy Wu Silverman of RBC Capital Markets says the market consensus is bearish and the tale of optimism doesn't exist. Libby Cantrill of PIMCO believes a deal on the debt ceiling is "imminent," and coul...
17 Touko 202337min
