Surveillance: Rate Rise Is a Golden Moment for Banks, Mayo Says
Mike Mayo, a banking analyst at CLSA Americas, says U.S. banks are very strong. Prior to that, Jean-Claude Trichet, former ECB president, discusses the role shadow banking played in the financial cris...
14 Dec 201645min
Surveillance: Eichengreen on Globalization's New Normal
Barry Eichengreen, a professor at UC Berkeley, says faster growth heals a lot of wounds economically and politically. Prior to that, Gideon Rose, editor of Foreign Affairs Magazine, says Donald Trump ...
13 Dec 201645min
Surveillance: Euro Bank Accounting Doesn't Provide Confidence
Gary Shilling, president and founder of A. Gary Shilling, and Kroll Bond Rating Agency's Chris Whalen, discuss their outlook for the European banking industry. Then, Oppenheimer's Fadel Gheit discusse...
12 Dec 201636min
Surveillance: We're Entering Deglobalization Era, Sharma Says
Ruchir Sharma, Morgan Stanley's chief global strategist, says we're seeing a different deglobalization with Donald Trump than we saw in the 1930s and the trend is accelerating. Prior to that, Shannon ...
9 Dec 201627min
Surveillance: Fed Dot Plot Is Not a Good Idea, Orphanides Says
Athanasios Orphanides, a professor at MIT and a former ECB official, discusses the merits of the Federal Reserve's dot plot and central bank transparency. Then, Abby Joseph Cohen, president of Goldman...
8 Dec 201647min
Surveillance: Trump Could Boost Europe, Haass Says
Richard Haass, president of the Council on Foreign Relations, and Michael Spence, a professor at NYU, weigh in on European and American politics, saying the euro zone remains flawed and globalization ...
7 Dec 201643min
Surveillance: OPEC Is Doomed, Gartman Says
Dennis Gartman, editor of the Gartman Letter, says the price of crude oil will fall to zero in 30 years. Then, Kate Moore, BlackRock's chief equity strategist, says she's most focused on monetary poli...
6 Dec 201641min
Surveillance: Europe, as a Construct, Is Failing, Bremmer Says
BMO's Brian Belski and Eurasia Group's Ian Bremmer discuss the future of Europe after the Italian referendum. Then, former IMF Chief Economist Olivier Blanchard says China's power within the global su...
5 Dec 201641min
