Surveillance: China Regulation with Miller
Leland Miller, China Beige Book International CEO, says Evergrande is not China's Lehman moment. Michael Gapen, Barclays Chief U.S. Economist, says a day of reckoning is eventually coming for markets....
24 Sep 202126min
Surveillance: Economic Recovery with Greek PM
Greek Prime Minister Kyriakos Mitsotakis says the country could phase out coal-fired power plants by 2025. Ian Bremmer, Eurasia Group President, says the Europeans are taking the lead on climate regul...
23 Sep 202134min
Surveillance: Global Vaccinations With Malpass
David Malpass, The World Bank President, says we need higher vaccinations in poor and developing nations. Glenn Hubbard, Columbia Professor of Economics, Columbia Business Dean Emeritus and Former Cou...
22 Sep 202127min
Surveillance: Evergrande 'Manageable,' Dalio Says
Ray Dalio, Bridgewater Associates Chairman, Chief Investment Officer & Founder, says China Evergrande Group’s debt crisis “is all manageable” even as lenders are hurt by the property developer’s troub...
21 Sep 202146min
Surveillance: Fed Credibility With Dudley
Bill Dudley, Bloomberg Opinion Columnist & Former President, Federal Reserve Bank of New York, says there is a risk to the Fed's credibility. Lori Calvasina, RBC Capital Markets Head of U.S. Equity St...
20 Sep 202128min
Surveillance: Nuclear Sub Deal With Yergin & Stavridis
Margaret Patel, Wells Fargo Asset Management Senior Portfolio Manager, discuses the factors behind a quiet bond market, expecting modest but widespread gains for equities, and pricing for the riskiest...
17 Sep 202124min
Surveillance: U.S. Retail Sales Surprise
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says markets will climb higher for the end of the year and explains the risk factors he sees and where he has been trimming exposur...
16 Sep 202122min
Surveillance: Post-Covid Bets With Neuberger’s Kantor
Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says that big tech and companies prioritizing the quality of their business will be key market drivers coming out of the coro...
15 Sep 202123min
