Commodity Currencies are Special, Ruskin Says
Themos Fiotakis, UBS Co-Head of FX & Rates, says European bond yields are too low and the market is trying to gauge when the central banks will adjust. Kona Haque, ED&F MAN Head of Research, says cof...
19 Jan 201843min
Coal is Going to Zero, Straszheim Says
Jennifer Surane, Bloomberg Regional Bank Reporter, and Bill Blain, Mint Partners Head of Capital Markets, wrap Morgan Stanley's earnings. Brian Klaas, London School of Economics Fellow in Comparative ...
18 Jan 201828min
The U.S. Is and Should Trade at a Premium, Herro Says
Yalman Onaran, Bloomberg Senior Writer, and Janet Henry, HSBC Global Chief Economist, wrap bank earnings and provide an outlook for 2018. John Hudak, Brookings Governance Senior Fellow, says we're at ...
17 Jan 201824min
Davos Ultimately Loves Power, Ferguson Says
Robin Niblett, Chatham House Director, says we're moving to a stage where America's traditional allies cannot count on America to have their back. David Page, AXA Investment Managers Senior Economist,...
16 Jan 201828min
We Expect 3 Rate Hikes, Zentner Says
Brad Hintz, New York University Professor, and Dakin Campbell, Bloomberg Wall Street Reporter, start off earnings season with a review of JPMorgan's results. Ellen Zentner, Morgan Stanley Chief U.S. E...
12 Jan 201824min
Bond Bear Market Began 15 Months Ago, Gartman Says
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says less than 20% of the global bond market yields 4%. Komal Sri-Kumar, Sri-Kumar Global Strategies President and Founder, says y...
11 Jan 201828min
Moniz Says "Mistake" to Underestimate N. Korea
Carl Weinberg, High Frequency Economics Founder, says he likes to think that President Trump's handlers are sending him to Davos to repair ties damaged over the past year. Jeff Currie, Goldman Sachs G...
10 Jan 201834min
Euro at $1.30 Isn't An Extreme, Saravelos Says
George Saravelos, Deutsche Bank Global Co-Head of FX Research, says asset valuations will be the biggest problem for the dollar this year. Stanley Collender, Qorvis MSLGROUP Executive VP, says as inte...
9 Jan 201823min
