Surveillance: Earnings Contraction with Han
Anna Han, Wells Fargo Securities Equity Strategist, says earnings contraction is already occurring. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst, disc...
2 Touko 202337min
Surveillance: JPMorgan To Acquire First Republic
Chris Marinac of Janney Montgomery Scott says First Republic Bank was caught in the 'friendly fire' from the collapse of Silicon Valley Bank. Kathy Jones, Chief Fixed Income Strategist at Charles Schw...
1 Touko 202335min
Surveillance: Stagflation with Shah
Seema Shah, Chief Global Strategist at Principal Asset Management says "stagflation by far is the worst case scenario." Phil Orlando, Chief Equity Market Strategist at Federated Hermes says they're "e...
28 Huhti 202334min
Surveillance: Slowing US Growth
Lindsey Piegza, Stifel Chief Economist, says the US is losing momentum, but is still resilient following the latest GDP print. Michael Nathanson, SVB MoffettNathanson Senior Research Analyst, says Met...
27 Huhti 202332min
Surveillance: Flashing Red with Donald
Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says "basically every traditional leading indicator of recession is flashing red." Peter Tchir, Academy Securities H...
26 Huhti 202334min
Surveillance: Biden's Reelection Bid
Henrietta Treyz, Veda Partners Economic Policy Research Director, discusses President Joe Biden's 2024 reelection bid. Charles Kantor, Neuberger Berman Long Short Fund and Large Cap Growth Fund Senior...
25 Huhti 202333min
Surveillance: Central Bank Policy with Nordvig
Jens Nordvig, Exante Data Founder & CEO and MarketReader Founder & CEO says the combination of "too high inflation and growth that's actually getting better means it's very, very hard for the ECB to r...
24 Huhti 202327min
Surveillance: Fed's Pain Threshold with Misra
Priya Misra, TD Securities Head of Global Rates Strategy, says we don't know the Fed's pain threshold and the market is going to grapple with that for the rest of the year. Daniel Ives, Wedbush Senior...
21 Huhti 202335min
