Surveillance: Macy's Needs To Amaze Again, Telsey Says
John Authers, Bloomberg Opinion Columnist, says populist politicians have played their hands poorly in 2019. Joseph Abboud, Clothing Designer & Tailored Brands Creative Director, says Black Friday mat...
29 Nov 201930min
Surveillance: Negative Interest Rates With Kotok
Greg Boutle, BNP Paribas U.S. Head of Equity and Derivative Strategy, expects U.S. manufacturing weakness to start broadening out to the rest of the economy. Andrew Hollenhorst, Citi Chief U.S. Econom...
27 Nov 201925min
Surveillance: LVMH's Tiffany & Co. Buy Is Win-Win, Sadove Says
Brian Levitt, Invesco Global Market Strategist, says we are returning to an environment of more stable growth. Stephen Sadove, Senior Adviser for Mastercard and former Saks CEO, thinks LVMH buying Tif...
26 Nov 201934min
Surveillance: Goldman's Currie Says Get Long Commodities
Chris Marangi, Gabelli Funds Co-CIO, says the market is pivoting towards value from momentum. Jeff Currie, Goldman Sachs International Global Head of Commodities Research, recommends getting long comm...
25 Nov 201931min
Surveillance: Beijing Will not Simply Yield to WH, says Hormats
Luke Tilley, Wilmington Trust Chief Economist, is optimistic equities will see a positive impact from a looming Phase One deal. Robert Hormats, Kissinger Associates Vice-Chair, says after visiting Chi...
22 Nov 201927min
Surveillance: The Foothills Of A Cold War With Baucus
Laurence Boone, OECD Chief Economist, expects growth to remain stuck for the next two years due to trade uncertainty. Joe Quinlan, Head of CIO Market Strategy for Merrill and Bank of America Private B...
21 Nov 201933min
Surveillance: Value In International Stocks, Santos Says
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says there is value in international stocks. Bill Dudley, Former New York Fed President, says contrary to the recent Fed report, he...
20 Nov 201931min
Surveillance: AT&T Downgraded To Sell With Moffett
Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, explains why interest rates are just one piece of the dollar puzzle. Henrietta Treyz, Veda Partners Managing Partner & D...
19 Nov 201936min
