Surveillance: Tech Disruption Wasn't All Bad, Kirkpatrick Says
Tom Porcelli, RBC Capital Markets Chief U.S. Economist, thinks it would take significant deterioration for the Fed to make additional cuts next year. David Kirkpatrick, Techonomy CEO & Founder, thinks...
6 Nov 201927min
Surveillance Special: A Conversation With Chicago Fed's Evans
Charles Evans, Chicago Federal Reserve Bank President & CEO, sits down with Tom Keene at the Council on Foreign Relations in New York. They discuss inflation expectations, negative rates, and where th...
6 Nov 201949min
Surveillance: We're De-Risking, Topcuoglu Says
Brian Weinstein, Morgan Stanley Investment Management Head of Global Fixed Income, says that the promise of lower yields is driving people into equity markets. Phoenix Kalen, Societe Generale Director...
5 Nov 201929min
Surveillance: Surveillance: McDonald's In A Good Place, Says Senatore
Mike Darda, MKM Partners Chief Economist & Macro Strategist, thinks the U.S. economic outlook has reached a "soft landing" point, as the consumer continues to carry the economy. Seema Shah, Principal ...
4 Nov 201928min
Surveillance: We Are Not Late Cycle, Clarida Says
Ellen Zentner, Morgan Stanley Chief U.S. Economist, expects to see business investment improve before the consumer cracks. Jeffrey Rosenberg, BlackRock Financial Senior Portfolio Manager, says a stron...
1 Nov 201954min
Surveillance: Both Parties See China As Rival, Eichengreen Says
Frances Donald, Manulife Asset Management Head of Macroeconomic Strategy, says we have not experienced a period of such heightened trade tensions since the 1930s. Barry Eichengreen, University of Cali...
31 Okt 201928min
Surveillance: Hawkish Cut a Mistake, says Crescenzi
Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, says a hawkish cut is a mistake in this environment. David Kirkpatrick, Techonomy CEO & Founder, says Apple is an astonishingly resilient...
30 Okt 201931min
Surveillance: Hawkish Cut From Fed, Luzzetti Expects
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says as long as the consumer continues to grow at its current pace, we can be "reasonably confident" we're not on the cusp of a rec...
29 Okt 201932min
