Surveillance: Purchasing Power with Meyer
Michelle Meyer, Mastercard Economics Institute US Chief Economist, says the consumer has more purchasing power due to labor market strength and savings. Peter Tchir, Academy Securities Head of Macro S...
16 Helmi 202326min
Surveillance: Delayed Recession with Wizman
Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, expects a recession in the US this year, but 'it's clearly not going to start in the first quarter.' Dana Telsey, Telsey Advi...
15 Helmi 202333min
Surveillance: US Inflation with Barkin
Thomas Barkin, Richmond Fed President, reacts to US January CPI data. Stephen Stanley, Santander US Capital Markets Chief US Economist, says the latest inflation print came in 'as expected' but 'could...
14 Helmi 202351min
Surveillance: Paradigm Shift with Eisman
Steve Eisman, Neuberger Berman Eisman Group Senior Portfolio Manager, sees an oncoming market regime shift. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, sees the S&P 500 a...
13 Helmi 202338min
Surveillance: Pagliuca's Investing Playbook
Stephen Pagliuca, Bain Capital Senior Advisor & Co-Owner of the Boston Celtics, sees the return of the golden age of credit. Elsa Lignos, RBC Global Head of FX Strategy, reacts to reports of a surpris...
10 Helmi 202337min
Surveillance: Golden Era with Zelter
Jim Zelter, Apollo Asset Management Co-President, says this is a 'golden era' for private credit. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, expects the US to dodge recession. Luke Till...
9 Helmi 202329min
Surveillance: Fed Game Plan with Dudley
Bill Dudley, Former New York Fed President, Bloomberg Opinion Columnist & Bloomberg Economics Senior Advisor, says the Fed's game plan is to go to restrictive and keep it there for as long as it takes...
8 Helmi 202332min
Surveillance: Bear Market Rally with Cronk
Darrell Cronk, Wells Fargo CIO of Wealth Management, thinks we are in a bear market rally. Gerard Cassidy, RBC Capital Markets US Bank Equity Strategy Head, thinks we could have a revaluation of banks...
7 Helmi 202329min
