Apple Settlement Validates Qualcomm's IP: Srinivasan
Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the Qualcomm-Apple settlement and what it means for chip stocks. Doug Duncan, Chief Economist at Fannie Mae, ...
17 Apr 201927min
Surveillance: Europe Is The Catch Up Trade, Fowler Says
Yalman Onaran, Bloomberg Senior Writer, analyzes Morgan Stanley's earnings report. Gerry Fowler, Aberdeen Standard Investments Multi-Asset Strategist, says Europe is the Catch-up trade. Simon Johnson,...
17 Apr 201929min
Surveillance: Notre Dame's Past & Future
Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says banks doesn't thrive in a flattening yield curve environment. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strat...
16 Apr 201929min
Surveillance: Paying Tribute to Notre Dame
The mood in Paris today is somber after a fire ripped through the Notre Dame Cathedral. The iconic structure took more than 200 years to build and just a few hours to burn. It's rich with history, ser...
16 Apr 20199min
Surveillance: Trump Doesn't Impact Powell, Bremmer Says
Ian Bremmer, Eurasia Group President, says Fed Chairman Powell is a "capable, qualified and independent" chief. Fred Cannon, KBW Global Director of Research, will focus on net interest margins during ...
15 Apr 201931min
Surveillance: JPMorgan Is Fairly Valued, Whalen Says
Catherine Mann, Citi Global Chief Economist, and Lupin Rahman, PIMCO Head of EM Sovereign Credit, discuss China's latest economic data. Adam Posen, Peterson Institute President, says low interest rate...
12 Apr 201925min
Surveillance: I Want Openness & Sunlight On The Fed, Moore Says
Troy Gayeski, Skybridge Capital Partner & Senior Portfolio Management, sees a higher probability of a Fed cut than a hike. Betsy Graseck, Morgan Stanley Head of Banks & Diversified Finance Research, e...
11 Apr 201937min
Surveillance: "Wait And See" Mode After Draghi, Coronado Says
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, expects two Fed rate cuts and stocks to go higher in 2019. Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, thinks the ...
10 Apr 201925min
