Mayo: Bullish on bank stocks
CLSA's Mike Mayo says he recommends Bank of America, JPMorgan, Citigroup and Wells Fargo. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy informa...
14 Apr 201611min
French: what BOE says is moving into political sphere
Panmure Gordon's Simon French weighs in on the BOE decision and the impact Brexit may have on monetary policy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for...
14 Apr 201622min
Russo: Cost that make products are lower than a few years ago
Edward Jones Analyst Jack Russo says investors want to own consumer staples so bad they don't even care about growing sales as long as they are growing earnings. He speaks with Tom Keene and Michael M...
14 Apr 201620min
Oja: Wells Fargo had traditional strong long growth
S&P Bank Analyst Erik Oja discusses banks and how traditional banking is doing fine for these companies. He discusses the different banks with Tom Keene and Michael McKee on Bloomberg Surveillance.See...
14 Apr 201620min
Derman: Stocks aren't going to behave the way they should
Columbia University's Emanuel Derman weighs in on markets not behaving the way they should and being controlled by the central banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omny...
14 Apr 201612min
Kelly: Pricing of central banks are completely out of whack
JP Morgan's David Kelly says global nominal GDP is pretty slow, there is low inflation and there is no strong growth. However, the global economy is still moving forward. He speaks with Tom Keene and ...
13 Apr 201622min
Hintz: Headwind is on the energy side
Stern School of Business Professor Brad Hintz says ROE's are low because if you're not taking any risk you're not taking any losses. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillanc...
13 Apr 201620min
Zandi: We'll get another good year in overall consumer spending
Moody's Analytics' Mark Zandi speaking on the American consumer and spending growth where retail is just half of it and spending on services is quite strong. He speaks with Tom Keene and Michael McKee...
13 Apr 201622min
