Surveillance: Fed Messaging With Kelly
David Kelly, JPMorgan Asset Management Chief Global Strategist, is not sure fixed income markets should believe the Fed's dovish tone. Peter Tchir, Academy Securities Head of Macro Strategy, says the ...
27 Touko 202123min
Draft Episode for May 26, 2021
David Malpass, World Bank President, calls on countries to free up their excess Covid vaccines and says the distribution effort must be equitable. Howard Ward, Gabelli Funds CIO of Growth Equity, says...
27 Touko 202134min
Surveillance: Growth Rate Peaking, Says Kostin
David Kostin, Goldman Sachs Chief U.S. Equity Strategist, economy's growth rate is peaking this quarter. Marvin Loh, State Street Senior Global Macro Strategist, says the Fed is so far behind the curv...
25 Touko 202133min
Draft Episode for May 24, 2021
Carl Bildt, European Council on Foreign Relations Co-Chair, says Belarus airspace should be declared unsafe following the forces landing of a Ryanair plane. Michael Darda, MKM Partners Chief Economist...
24 Touko 202125min
Surveillance: Bitcoin Still Speculative, Patters Says
Rebecca Patters, Bridgewater Director of Investment Research, says Bitcoin is still a speculative asset and still has a long way to go before becoming a gold-equivalent. Mike Mayo, Wells Fargo Head of...
21 Touko 202130min
Surveillance: Morgan Stanley Shakeup
Sridhar Natarajan, Bloomberg Wall Street Reporter, discusses Morgan Stanley's biggest leadership reshuffle in more than a decade. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, s...
20 Touko 202129min
Surveillance: Economic Recovery With Lavorgna
Joe Lavorgna, Natixis CIB Chief Economist of the Americas, says the economy may slow more than expected next year, but we are years away from a recession. Stephanie Wissink, Jefferies Equity Analyst, ...
19 Touko 202127min
Surveillance: Consumer Strength With Sheets
Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says pricing power matters more in the U.S. than elsewhere in the world. Mark McCormick, TD Securities Head of FX, says says fiscal spending...
18 Touko 202132min
