Surveillance: Big Bank Earnings Kick Off
Ken Leon, CFRA Equity Research Director, discusses major US banks reporting earnings. Lindsay Rosner, PGIM Fixed Income Portfolio Manager, says we had a 'black swan' style year with two major geopolit...
13 Jan 202323min
Surveillance: US Inflation Cools Again
Vincent Reinhart, Dreyfus and Mellon Chief Economist, discusses the Fed's path following US inflation cooling. Leland Miller, China Beige Book CEO, says we could see extremely high GDP growth in China...
12 Jan 202326min
Surveillance: Bull Market with Yardeni
Ed Yardeni, Yardeni Research President, Chief Investment Strategist & Founder, says "stocks are back in a bull market." Saira Malik, Nuveen Chief Investment Officer, explains why she is worried about ...
11 Jan 202339min
Surveillance: China Growth with Emanuel
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says the team expects 6.2% GDP growth in China this year. Max Kettner, HSBC Chief Multi-Asset Strategist, says that the drop in rec...
10 Jan 202334min
Surveillance: Labor Market with Richardson
Nela Richardson, ADP Chief Economist, says the US still has a strong and robust labor market, but it is at risk of higher wage pressure.Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, ...
9 Jan 202326min
Surveillance: US Hiring Tops Forecasts
Marty Walsh, US Labor Secretary, discusses the December jobs data. Randy Kroszner, Former Fed Governor & University of Chicago Booth School Economics Professor, says this is the immaculate disinflatio...
6 Jan 202325min
Surveillance: Soft Landings with Carpenter
Seth Carpenter, Morgan Stanley Global Chief Economist, says he's looking for a soft-ish landing from the Fed. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says big tech is ridi...
5 Jan 202324min
Surveillance: Earnings Recession with Wilson
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says a "nasty earnings recession" could be coming. Jordan Rochester, Nomura G-10 FX Strategist, says the euro can stay supported through January...
4 Jan 202323min
