Surveillance: U.S. Inflation With Kelly
David Kelly, JPMorgan Asset Management Chief Global Strategist, reacts to U.S. inflation data. Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, i...
11 Aug 202130min
Surveillance: Margin Pressure With Wilson
Mike Wilson, Morgan Stanley Chief U.S. Equities Strategist, warns of margin degradation into 2022. Esther Duflo, Nobel Prize winning Economist and Massachusetts Institute of Technology Professor, disc...
10 Aug 202131min
Surveillance: Peak Oil Demand Coming, Morse Says
Ed Morse, Citi Head of Commodities Research, says we haven't reached peak oil demand yet, but it's coming. William Lee, Milken Institute Chief Economist, Fed is concerned with maximum extent of employ...
9 Aug 202126min
Surveillance: Walsh Says Economy Moving Forward
Marty Walsh, U.S. Secretary of Labor, says the economy is moving forward. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the strong jobs report across all metr...
6 Aug 202127min
Surveillance: Uber CEO Watching Delta Variant Closely
Randy Kroszner, University of Chicago Booth School Professor of Economics and Former Fed Governor, says inflation pressures may last about six months. Seema Shah, Principal Global Investors Chief Stra...
5 Aug 202133min
Surveillance: Fed Messaging With Porcelli
Tom Porcelli, RBC Capital Markets Chief U.S. Economist, thinks the September FOMC meeting could be a market-moving catalyst. Tobias Levkovich, Citi Chief U.S. Equity Strategist, says he is certain we ...
4 Aug 202132min
Surveillance: Weakening Growth With LaVorgna
Joe LaVorgna, Natixis CIB Chief Economist of the Americas, doesn't expect Fed tightening until the next election. Michael Holland, Holland & Co. Chairman, says it would be a fool's errand to ignore Ch...
3 Aug 202130min
Surveillance: Earnings Optimism With Ward
Howard Ward, Gabelli Funds CIO of Growth Equities, sees several years of good earnings ahead. Leland Miller, China Beige Book CEO, says we have to watch the mini virus spikes that appear in China. Ste...
2 Aug 202129min
