Surveillance: Tech Is Keeping Inflation Muted, Rosner Says
Drew Matus, Metlife Investment Management Chief Market Strategist, says it's very difficult to drive the U.S. into a recession from overseas. Henrietta Treyz, Veda Partners Director of Economic Policy...
9 Apr 201933min
Surveillance: NATO Is A Transatlantic Bridge With Stavridis
Vasileios Gkionakis, Banque Lombard Odier Global Head of FX Strategy, says the Fed has maintained its full independence. Jane Foley, Rabobank Head of FX Strategy, says the dollar is behaving as a safe...
9 Apr 201926min
Surveillance: Everyone Is Scrambling For Yield, Michele Says
Davide Serra, Algebris Investments CEO, says there are too many banks in Europe. Ebrahim Rahbari, Citi Global Head of FX Analysis, doesn't think this is a "dollar-sell" environment. Catherine Barnard,...
8 Apr 201926min
Surveillance Special: Views From The Ambrosetti Spring Workshop
Tom Keene and Francine Lacqua host from the Ambrosetti Spring Workshop in Cernobbio, Italy. In this episode, we feature our TV & Radio interviews with: Mohamed El-Erian, Allianz Chief Economic Adviser...
5 Apr 201930min
Surveillance: U.S. Economy Really Coming Back, Kudlow Says
Jim Glassman, JPMorgan Chase Commercial Banking Head Economist, does not think wage growth is translating into inflation. Mike Darda, MKM Partners Chief Economist & Macro Strategist, sees solid job gr...
5 Apr 201935min
Surveillance: We Must Take The Yield Curve Seriously, Fels Says
Joachim Fels, PIMCO Global Economic Advisor, says the yield curve predicts and also causes recessions. Derek Halpenny, MUFG European Head of Global Markets Research, says central banks have a signific...
4 Apr 201930min
Surveillance: U.S. Treasuries Look Cheap Globally, Major Says
Steven Major, HSBC Global Head of FI Research, thinks U.S. bonds look cheap globally. Emma Ross-Thomas, Bloomberg Brexit Editor, updates us on Parliament's plans to avoid a no-deal Brexit. David Page...
2 Apr 201928min
Surveillance: FX Market Has Become Very Political, Bloom Says
Lord Andrew Adonis, Former U.K. Secretary of State For Transport, speaks in favor of a second referendum. David Bloom, HSBC Global Head of FX Strategy, says the FX market has become very political. Bo...
1 Apr 201929min
