Surveillance: US GDP Exceeds Forecast
Lindsey Piegza, Stifel Chief Economist, says we are teetering towards a recession following US 4Q GDP. Philip Camporeale, JPMorgan Asset Management Portfolio Manager, says we're behind the pandemic hi...
26 Tammi 202323min
Surveillance: Weighing Equities with Kettner
Max Kettner, HSBC Chief Multi-Asset Strategist, says he's not 'massively bullish' on equities just yet. Jane Foley, Rabobank Head of FX Strategy, says we could get a 'slightly less dovish' Bank of Jap...
25 Tammi 202327min
Surveillance: Stock Picking with Emanuel
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says it's all about picking stocks in this market. Kallum Pickering, Berenberg Senior Economist, doesn't think we are headed into a...
24 Tammi 202329min
Surveillance: Debt Ceiling Concerns with Stealey
Iain Stealey, JPMorgan Asset Management Global Fixed Income CIO, says the market shouldn't be concerned about the US debt ceiling yet. Alifia Doriwala, RockCreek Group Managing Director, says China is...
23 Tammi 202324min
Surveillance: Growth Snap Back with Golub
Jonathan Golub, Credit Suisse Chief US Equity Strategist & Head of Quantitative Research, thinks growth snaps back this year. Andrew Hollenhorst, Citibank Global Markets Chief US Economist, fears the ...
20 Tammi 202341min
Surveillance: Succession Plan with Gorman
James Gorman, Morgan Stanley CEO, says his three potential successors are already in place. Bill Dudley, Former New York Fed President & Bloomberg Opinion Columnist, explains why he thinks the US shou...
19 Tammi 202344min
Surveillance: Recession Reset with JPM's Michele
Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities, says we need a recession to cool things down and reset. Simon French, Panmure Gordon & Co Chief Econom...
18 Tammi 202333min
Surveillance: Growth Outlook with Dutta
Neil Dutta, Renaissance Macro Research Head of US Economic Research, says we could see US GDP at 2% in 2023. Chris Harvey, Wells Fargo Securities Head of Equity Strategy, says the S&P 500 can reach 4,...
17 Tammi 202333min
