Surveillance: Investors Await Fed Rate-Hike Clarit
Andrew Hollenhorst, Citi Chief US Economist, sees the Fed raising rates above 4% next year. Subadra Rajappa, Societe Generale Head of US Rates Strategy, says a Fed hike beyond 4% doesn't make sense. T...
24 Elo 202235min
Surveillance: Fed Expectations with Hatzius
Jan Hatzius, Chief Economist at Goldman Sachs, thinks the it could be a couple more years before the Fed cuts rates. Steven Ricchiuto, Mizuho Securities USA Chief US Economist, describes why this is n...
23 Elo 202233min
Surveillance: Stock Volatility with Calvasina
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says to set up for further volatility ahead. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, if you're not expecting a recessi...
22 Elo 202241min
Surveillance: Fed Tightening with Carpenter
Seth Carpenter, Morgan Stanley Chief Global Economist, says the Fed needs to slow things a lot and stay tight for a while. Jane Foley, Rabobank FX Strategy Head, explains why she thinks Sterling can r...
19 Elo 202225min
Surveillance: Market Pause with Sheets (Podcast)
Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says markets are in an interesting pause before the September Fed meeting. Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Ma...
18 Elo 202223min
Surveillance: Goldilocks Scenario with Levine
Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says the biggest systemic risk is that markets have already priced in the Goldilocks scenario. Michael Collins, ...
17 Elo 202230min
Surveillance: China Alarm with Haass terminal: Surveillance: China Alarm with Haass (Podca
Richard Haass, Council on Foreign Relations President and Author, “The Bill of Obligations,” says China is increasingly turning up the level of alarm among its neighbors. Anastasia Amoroso, iCapital C...
16 Elo 202222min
Surveillance: Yield Values with Hornby
Lisa Hornby, Schroders Head of US Multi-Sector Fixed Income, says there is actually income in fixed income for the first time in a long time. Kit Juckes, Societe General Chief FX Strategist, says ther...
15 Elo 202223min
