Surveillance: Fed's Balance Sheet With Bullard
Francisco Blanch, Bank of America Global Head of Commodities & Derivatives Research, expects to see the steepest decline in global oil consumption before the summer. James Bullard, Federal Reserve Ban...
30 Mar 202042min
Surveillance: Fed's Virus Response With Kaplan & Bostic
Catherine Mann, Citi Global Chief Economist, says there will be no second half rebound in 2020 if businesses that do not borrow bonds go bankrupt. Robert Kaplan, Federal Reserve Bank of Dallas Preside...
27 Mar 202045min
Surveillance: Record Jobless Claims with Porcelli
David Kelly, JPMorgan Asset Management Chief Global Strategist, says the economy should be held in suspended animation until coronavirus is under control. Tom Porcelli, RBC Capital Markets Chief U.S. ...
26 Mar 202028min
Surveillance: Coronavirus Response With Rajan
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, believes we are entering a steep recession with tremendous policy response to follow. Raghuram Rajan, University of Chicago Booth School of Bu...
25 Mar 202036min
Surveillance: Expect More Virus Cases, Rasmussen Says
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says sellers are exhausted and a bottoming process is starting. Angela Rasmussen, Columbia University Virologist, says opening back up parts...
24 Mar 202034min
Surveillance: Congress Must Act Now, Swonk Says
Peter Hooper, Deutsche Bank Global Head of Economic Research, says there is no question that the economy is going into free-fall in the near term. Mike Darda, MKM Partners Chief Economist & Macro Stra...
23 Mar 202024min
Surveillance: U.S. GDP to Drop 12% in 2Q, BofA Says
Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says this is a bad time to sell investments. Patrick Armstrong, Plurimi Wealth CIO, says earnings are going to be decimated for a l...
20 Mar 202026min
Surveillance: Time for Governments to Try MMT?
Jack Ablin, Cresset Wealth Advisors CIO & Founding Partner, explains why Modern Monetary Theory could be part of the fiscal and monetary policy response to the coronavirus crisis. Subadra Rajappa, Soc...
20 Mar 202028min
