Surveillance: The Value of Cash With Bevan
James Bevan, CCLA Chief Investment Officer, says he's holding cash because he's worried about the disconnect between fundamentals and the markets. Joyce Chang, JPMorgan Chair of Global Research, says ...
6 Mai 202029min
Surveillance: Equities are Overpriced, Normand Says
David Bailin, Citi Private Bank Chief Investment Officer, says reopening the U.S. economy focuses on rebuilding supply lines and consumer demand. Kathy Hochul, New York Lieutenant Governor, says the p...
6 Mai 202033min
Surveillance: Fed's Balancing Act With Hornbach
Matt Hornbach, Morgan Stanley Global Head of Macro Strategy, says bond markets are caught between a fiscal rock and a QE hard place. Jane Foley, Rabobank Head of FX Strategy, says she sees the risk of...
4 Mai 202035min
Surveillance: Apple's Disappointing Q2 With Munster
Gene Munster, Loup Ventures Managing Partner & Analyst, says Apple was the most at-risk large U.S. tech company for reporting a disappointing quarter due to the company’s hardware businesses and expos...
1 Mai 202031min
Surveillance: Unprecedented GDP Drop With Blanchflower
Dan Katzive, BNP Paribas Head of FX Strategy for North America, says the euro is cheap against the dollar and far from its long-term equilibrium level of around $1.30. Danny Blanchflower, Dartmouth Co...
30 Apr 202033min
Surveillance: The Fed's Toolbox With Kroszner
Eric Robertsen, Standard Chartered Bank Global Head of Research, says the Fed's balance sheet can go wider, but does not expect any major surprises at this point. Randy Kroszner, University of Chicago...
29 Apr 202033min
Surveillance: Value Investing With Herro
Amrita Sen, Energy Aspects Chief Oil Analyst, says supply recovery is likely to lag the rise in demand for oil. Valdis Dombrovskis, European Commission Vice President, says the bank consolidation proc...
28 Apr 202038min
Surveillance: The Economy is Dead, Schork Says
Marvin Loh, State Street Senior Global Market Strategist, says big tech stocks can maintain their competitive advantage. Rep. French Hill, Republican U.S. Representative for Arkansas's 2nd congression...
27 Apr 202034min
