Surveillance: Equity Caution with Wei Li
Wei Li, BlackRock Global Chief Investment Strategist, says equity markets are not appreciating the macro challenges ahead. David Page, AXA Investment Managers Head of Macro Research, thinks we could s...
28 Feb 202326min
Surveillance: International Stocks with Arnott
Rob Arnott, Research Affiliates Chairman, explains why he likes international value stocks. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we are moving close...
27 Feb 202331min
Surveillance: One Year of War in Ukraine
Yuriy Sak, Advisor to Ukraine Defense Minister, says Ukraine is fighting a smarter war. Alina Polyakova, Center for European Policy Analysis President & CEO and Johns Hopkins School of advanced Intern...
24 Feb 202334min
Surveillance: Labor Balance with Luzzetti
Matthew Luzzetti, Deutsche Bank Chief US Economist, says it's remarkable that the Fed has tightened as much as they have and you don't see the labor market coming into better balance. Julian Emanuel, ...
23 Feb 202341min
Surveillance: Fed Pause with Hyman
Ed Hyman, Evercore ISI Chairman, says if he was on the Fed, he would pause. Geoff Yu, BNY Mellon Senior Market Strategist, says there's cash on the sidelines and "money has to be put at work." Amrita ...
22 Feb 202337min
Surveillance: Oil Swings with Citi's Morse
Ed Morse, Citigroup Global Head of Commodity Research, says Chinese and global oil consumption are approaching a peak as the energy transition away from fossil fuels gathers pace. Spencer Dale, BP Chi...
21 Feb 202325min
Surveillance: Hawkish Fears with Morgan Stanley's Carpenter
Seth Carpenter, Morgan Stanley Chief Global Economist, says further data showing that strength in January was “not an anomaly” will increase pressure on the Fed to accelerate their pace.Wendy Schiller...
17 Feb 202329min
Surveillance: Purchasing Power with Meyer
Michelle Meyer, Mastercard Economics Institute US Chief Economist, says the consumer has more purchasing power due to labor market strength and savings. Peter Tchir, Academy Securities Head of Macro S...
16 Feb 202326min
