Surveillance: End of the Bear Market with Wilson
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says the bear market will probably be over sometime in the first quarter of 2023. Neil Dutta, Renaissance Macro Head of US Economics Research, s...
26 Okt 202226min
Surveillance: Megathreats with Roubini
Nouriel Roubini, Roubini MacroAssociates CEO & 'Megathreats' Author, discusses the "megathreats" facing the US economy. Jean Boivin, Head of the BlackRock Investment Institute, says it's very hard to ...
25 Okt 202239min
Surveillance: Market Volatility with Schumacher
Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says a slowdown is coming. Lara Rhame, FS Investments Chief US Economist, says markets haven't yest priced in recession. Chris Verrone, Stra...
24 Okt 202225min
Surveillance: Real Yields with HSBC's Major
Steven Major, HSBC Global Head of Fixed Income Research, says real yields are back. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says the Fed has trapped its...
21 Okt 202226min
Surveillance: UK's Truss Resigns
Michael Purves, Tallback Capital Advisors CEO & Founder; Nicholas Bennenbroek, Wells Fargo International Economist; and Neil Shearing, Capital Economics Chief Economist, react to the resignation of UK...
20 Okt 202214min
Surveillance: US Oil Reserves
Brian Deese, National Economic Council Director, says all options are on the table when it comes to a potential ban on diesel exports. Scott Kirby, United Airlines CEO, says business class demand will...
19 Okt 202230min
Surveillance: Earnings Bar with Bitterly
Kristen Bitterly, Citi Global Wealth Management Head of North America Investments, says the earnings bar has been revised down. Jerome Schneider, PIMCO Managing Director & Head of Short Term Portfolio...
18 Okt 202226min
Surveillance: Rate Stability with Allianz CEO
Oliver Bäte, Allianz CEO, says investors are underestimating liquidity traps. Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, says returns are "starting to look reasonable" for invest...
17 Okt 202233min
