Surveillance: Rate Impact with Berro
Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says the economy is not going to be able to handle these rates, but the Fed will be the last to admit that. Sarah Hunt, Alpine S...
5 Okt 202337min
Surveillance: Rep. Hill on McCarthy Ousting
Rep. French Hill, (R) Arkansas, says GOP principals remain intact but the party has lost their way tactically as Kevin McCarthy was ousted as House Speaker. Gene Tannuzzo, Columbia Threadneedle Global...
4 Okt 202335min
Surveillance: Wells Fargo's S&P 500 Call
Chris Harvey, Wells Fargo Securities Head of Equity Strategy, discusses Wells Fargo's call for 4420 on the S&P 500 year-end. Robert Tipp, PGIM Fixed Income Chief Investment Strategist, says 5% or 6% o...
3 Okt 202334min
Surveillance: Concern, Not Fear with Calvasina
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says she saw concern, not fear, in markets as the US faced a potential government shutdown. Jordan Rochester, Nomura G-10 FX Strategist,...
2 Okt 202332min
Surveillance: Time to Buy with Emanuel
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says it's time to buy equities. Veronica Clark, Citi Economist, discusses US economic data including Personal Income and Spending. ...
29 Sep 202328min
Surveillance: Fed Cuts with Luzzetti
Matthew Luzzetti, Deutsche Bank Chief US Economist, sees the Fed cutting rates materially next year. Dan Ives, Wedbush Senior Equity Analyst, says bears got it wrong on Apple. Amanda Lynam, BlackRock ...
28 Sep 202329min
Surveillance: JPM's Michele on the Fed
Bob Michele, JP Morgan Asset Management Global Head of Fixed Income says the Fed won't go to 5.75% - 6% rates. Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist says the earnings ...
28 Sep 202336min
Surveillance: Stock Breakdown with Wilson
Mike Wilson, Morgan Stanley Chief US Equity Strategist & Chief Investment Officer, says we are seeing a breakdown again in a lot of the stock market. Queens' College Cambridge President Mohamed El-Eri...
26 Sep 202339min
