Surveillance: Market Optimism with Shalett
Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says the fear trade has been holding the U.S. dollar up in the near term. Ian Sheperdson, Pantheon Macroeconomics Founder & Chi...
18 Touko 202035min
Surveillance: Accurate Virus Testing With Pekosz
Troy Gayeski, Skybridge Capital Partner Co-CIO & Senior Portfolio Manager, says the divergence between equity markets and credit is as large as it has been since the financial crisis. Subadra Rajappa,...
15 Touko 202030min
Surveillance: Negative Rates With Kroszner
Ebrahim Rahbari, Citi Global Head of FX Analysis, doesn't expect the economy to come out of recession until 2022. George Magnus, University of Oxford Research Associate at the China Centre, says the f...
14 Touko 202036min
Surveillance: V-Shaped Recovery Is Not Fantasy, Keller Says
Jack Ablin, Cresset Wealth Advisors Chief Investment Officer & Founding Partner, says equity investors are currently looking at their portfolios like bond investors. Christian Keller, Barclays Head of...
13 Touko 202036min
Surveillance: We're Barreling Towards A Depression, Sahm Says
Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager & CEO, says the disturbance caused by the virus has ratcheted up the need to use and invest in technology. Marvin Loh, State St...
12 Touko 202031min
Surveillance: Economic Shock With Shilling
Joe Quinlan, Merrill and Bank of America Private Bank Head of CIO Market Strategy, says technology and health care will lead the recovery from the pandemic. Dean Curnutt, Macro Risk Advisors CEO, expl...
11 Touko 202040min
Surveillance: Expect Growth in 2nd Half, Kudlow Says
Catherine Mann, Citi Global Chief Economist, says the disconnect between wages and prices could get bigger when the economy opens back up. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says that...
8 Touko 202045min
Surveillance: Expect Two-Quarter Recession, Roubini Says
Nouriel Roubini, NYU Stern School of Business Professor & NourielToday.com Host, expects a two-quarter recession from the coronavirus crisis. Andrew Bailey, Bank of England Governor, says the BOE is n...
7 Touko 202038min
