
Surveillance: Inflation Trades with Golub (Podcast)
Jonathan Golub, Credit Suisse Chief Equity Strategist, says tech stocks will continue to struggle as long as we're in a high-inflation environment. Kwasi Kwarteng, UK Business & Energy Secretary, warn...
20 Mai 202236min

Surveillance: Inflation with Sen. Rounds (Podcast)
Sen. Mike Rounds, (R) South Dakota, says we must lower energy costs in order to address inflation. Lori Heinel, State Street Global Advisors CIO, thinks the Fed could avoid a recession if they move in...
19 Mai 202223min

Surveillance: Inflation with Fed's Evans (Podcast)
Chicago Fed President Charles Evans, says he is extremely confident the Fed can bring down inflation. Anna Han, Wells Fargo Securities Equity Strategist, says it will be difficult for the Fed to achie...
18 Mai 202238min

Surveillance: US Growth with Hatzius (Podcast)
Jan Hatzius, Goldman Sachs Chief Economist, discusses why his firm cut their US growth forecast. Dana Telsey, Telsey Advisory Group CEO and Chief Research Officer, says digital sales are moderating an...
17 Mai 202225min

Surveillance: Kuleba Rules Out Cease-Fire (Podcast)
Ukrainian Foreign Minister Dmytro Kuleba rules out offering Putin options for a cease-fire. Mark Esper, Former US Secretary of Defense, says the US needs to be careful about how it deals with China. A...
16 Mai 202230min

Surveillance: Inflation Expectations with Rajan (Podcast)
Raghuram Rajan, University of Chicago Booth School Professor & Former Reserve Bank of India Governor, says the market believes the Fed is serious about inflation. Angela Stent, Brookings Nonresident S...
13 Mai 202229min

Surveillance: Valuation with Mueller-Glissmann (Podcast)
Christian Mueller-Glissmann, Goldman Sachs Head of Portfolio Strategy, says markets are going through a valuation reset. Gabriela Santos, JPMorgan Global Market Strategist, is investing based on a sof...
12 Mai 202222min

Surveillance: Inflation Persistence with Dudley (Podcast)
Bill Dudley, Bloomberg Opinion Columnist, Bloomberg Economics Senior Advisor & Former New York Fed President, says the Fed hasn't been forceful enough in stating and achieving goal. Michael Darda, MKM...
11 Mai 202227min




















