Surveillance: Shocks Will Be Political, Not Economic
Luigi Zingales, a professor at the University of Chicago's Booth School of Businesss, discusses what to expect in Donald Trump's first 100 days. Dennis Ross, a distinguished fellow at the Washington I...
30 Joulu 201628min
Surveillance: Companies Must Focus on Growth, Not Tax Inversion
John Silvia, Wells Fargo Securities' chief economist, says fiscal policy structure should the No. 1 priority for Donald Trump. Neil Shearing, chief emerging markets economist at Capital Economics, say...
29 Joulu 201647min
Surveillance: Fed Is on Hold for First Quarter of 2017
Marc Chandler, Brown Brothers Harriman's head of currency strategy, discusses the Fed and how he expects to see the British sterling head weaker. Tony Crescenzi, a PIMCO portfolio manager, says credit...
28 Joulu 201648min
Surveillance: Small-Caps and Financials to Outperform in 2017
Michael Holland, chairman and founder of Holland & Co., says markets are pricing in stronger growth and discusses why financials are up going into 2017. Neil Dutta, Renaissance Macro Research's head o...
27 Joulu 201631min
Surveillance: Lipsky on the Oddity of Lagarde's Conviction
John Lipsky, former IMF first deputy managing director, discusses managing director Christine Lagarde's negligence conviction. Howard Davidowitz, Davidowitz & Associates' chairman, talks to Tom Keene ...
23 Joulu 201649min
Surveillance: Forecasts Have to Be Nimble With Trump's Unknowns
Ellen Zentner, Morgan Stanley's chief U.S. economist, says many politicians are focusing on the positives of Donald Trump's tax policies and not on the negatives of his unknown trade policies. Prior t...
22 Joulu 201649min
Surveillance: Change in China Strategy Is Worrisome, Roach Says
Stephen Roach, a senior fellow at Yale University, talks to Tom Keene and David Gura about the shift in the U.S. relationship with China. Prior to that, Bloomberg's Lionel Laurent discusses European b...
21 Joulu 201649min
Surveillance: We Can't Deal With China on Twitter, Hormats Says
Bob Hormats, Kissinger Associates' vice-chairman, discusses Donald Trump's foreign policy with China. Prior to that, Tom Keene and David Gura talk to PIMCO's Jim Moore about retirement. Also, John Vai...
20 Joulu 201637min
