Surveillance: Fed in Focus with Carpenter
Seth Carpenter, Morgan Stanley Global Chief Economist, doesn't expect the Fed to cut to zero "even if we did get a mild recession." Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist,...
20 Huhti 202338min
Surveillance: Aggressive Cuts with Luzzetti
Matthew Luzzetti, Deutsche Bank Chief US Economist, expects the Fed to be cutting rates more aggressively. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy & Large Cap Bank Analys...
19 Huhti 202326min
Surveillance: Transition Period with Zelter
Jim Zelter, Apollo Asset Management Co-President, says we're in a "transition period" as markets face a higher cost of capital in debt financing. Dan Greenhaus, Solus Alternative Asset Management Chie...
18 Huhti 202339min
Surveillance: Yield Forecast with HSBC's Major
Steven Major, HSBC Global Head of Fixed Income Research, says it's very difficult to imagine us getting back to 4% on the 10-year. Binky Chadha, Deutsche Bank Chief Global Strategist & Head of Asset A...
17 Huhti 202336min
Surveillance: Banking Tremor with El-Erian
Mohamed El-Erian, Bloomberg Opinion Columnist and Queens' Cambridge College President, says this was not a banking crisis, rather a "banking tremor." Ken Leon, CFRA Director of Equity Research, calls ...
14 Huhti 202336min
Surveillance: Debt Pressure with Malpass
David Malpass, World Bank President, says the developing world is under "giant pressure" from debt. Gita Gopinath, IMF First Deputy Managing Director, says the balance of risks facing the world econom...
13 Huhti 202341min
Surveillance: March CPI Sets Stage for Fed
Jay Bryson, Wells Fargo Chief Economist, still sees the Fed hiking by 25 basis points in May following the March CPI print. Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, ...
12 Huhti 202338min
Surveillance: Raising Rates with Citi's Clark
Veronica Clark, Citi Economist, sees the Fed terminal rate at 5.5 to 5.75%, anticipating another rate hike in May, June and July. Douglas Rediker, International Capital Strategies Managing Partner & F...
11 Huhti 202331min
