Surveillance: Fed Pause with Dudley
Bill Dudley, Bloomberg Opinion Columnist & Former New York Fed President, sees the Fed pausing rate hikes once they get to a 5.25-5.5% range and then holding for a longer period. Alicia Levine, BNY Me...
29 Nov 202230min
Surveillance: Covid Zero with Weinstein
Brian Weinstein, Morgan Stanley Investment Management Head of Global Fixed Income, says that, from an investment perspective, the protests in China are just another part of the broader story of econom...
28 Nov 202222min
Surveillance: China Troubles with Mueller-Glissmann
Christian Mueller-Glissmann, Goldman Sachs Multi Asset Strategist, says China's path forward is going to be incredibly bumpy. Kit Juckes, Societe Generale Chief FX Strategist, expects the dollar to se...
25 Nov 202225min
Surveillance: Fed History with Blinder
Alan Blinder, Princeton University Professor of Economics & "A Monetary & Fiscal History of the United States, 1961-2021" author, expects to see more separation between the Fed and the Treasury in tim...
23 Nov 202227min
Surveillance: OECD's Growth Prediction
Alvaro Pereira, OECD Acting Chief Economist, predicts global growth will slow to 2.2% in 2023. Dana Peterson, Conference Board Chief Economist, says the economy will be flat in 2023. Jens Nordvig, Exa...
22 Nov 202226min
Surveillance: Crypto Contagion with Tchir
Peter Tchir, Academy Securities Head of Macro Strategy, sees Bitcoin below $10,000. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says we are at an inflection point. David Riley, BlueBay A...
21 Nov 202224min
Surveillance: US Resiliency with Fillion
Jean-Yves Fillion, BNP Paribas USA CEO, says the US economy is the most resilient in the world. David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, says the Fed may...
18 Nov 202227min
Surveillance: Ryding's Central Bank Critique terminal: Surveillance: Ryding's Central Bank Critique (Podcast)
John Ryding, Brean Capital Chief Economic Advisor, says central banks have made inflation worse. Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says there's more curve inversion to be real...
17 Nov 202225min
