Surveillance: Peak Yields with Rajappa
Subadra Rajappa, Societe Generale Head of US Rates Strategy, says yields seem to have peaked. Peter Tchir, Academy Securities Head of Macro Strategy, says investors are being "a little too complacent"...
10 Huhti 202342min
Surveillance: Job's Day Moderation
Mohamed El-Erian of Bloomberg Opinion says we are likely to see the Fed go 25 basis points in May. Former Fed Governor Randy Kroszner says the Fed won't quite until the labor market quits. Tiffany Wil...
7 Huhti 202323min
Surveillance: Banks In 4% Rate World
Luigi Zingales, University of Chicago Booth School of Business Professor of Finance says the banking system can't operate with interest rates at 4%. Thierry Wizman, Macquarie Global Interest Rates and...
6 Huhti 202333min
Surveillance: Fed's Path with Mester
Federal Reserve Bank of Cleveland President Loretta Mester says Fed officials will need to raise interest rates "a little bit higher" and then hold them there for some time to bring inflation back tow...
5 Huhti 202331min
Surveillance: Inflation Fighters with Peters
Gregory Peters, PGIM Fixed Income Co-CIO, says central banks have to be viewed as inflation fighters in order to get rates lower over time. Neil Dutta, Renaissance Macro Research Head of US Economic R...
4 Huhti 202334min
Surveillance: Fed Policy with Bullard
James Bullard, St. Louis Fed President, says OPEC's decision to cut output came as a "surprise," but it's not clear what higher oil prices will mean for US monetary policy. John Ryding, Brean Capital ...
3 Huhti 202341min
Surveillance: Fed Course with Susan Collins
Susan Collins, Boston Fed President, says history shows the Fed must stay the course on inflation. Michael Zeldin, Former Federal Prosecutor & American University Washington College of Law Adjunct Pro...
31 Maalis 202339min
Surveillance: Citi's Fed Funds Forecast
Andrew Hollenhorst, Citi Chief US Economist, says we could see a Fed funds rate as high as 5.75%. Peter Tchir, Academy Securities Head of Macro Strategy, says the Nasdaq rally has been overdone. Mayra...
30 Maalis 202339min
