Surveillance: Recession Risk with Loh
Marvin Loh, State Street Senior Global Macro Strategist, says the risk of a recession in the US is still out there. Subadra Rajappa, Societe Generale Head of US Rates Strategy, says the data this week...
11 Sep 202329min
Surveillance: Stepping on Brakes with Slok
Torsten Slok, Apollo Global Management Chief Economist, says the Fed is stepping harder on the brakes. Earl Davis, BMO Asset Management Head of Fixed Income & Money Markets, doesn't expect any Fed hik...
8 Sep 202335min
Surveillance: Buy the AI Dip with Amoroso
Anastasia Amoroso, iCapital Chief Investment Strategist, suggests buying the AI dip. Stephanie Roth, J.P. Morgan Private Bank Senior Markets Economist, says it's been a pretty impressive cooling of th...
7 Sep 202336min
Surveillance: Sluggish Economy with Calvasina
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says the US is staring down the barrel of a sluggish economy. Nela Richardson, ADP Chief Economist, says the Fed's job is more complicat...
6 Sep 202331min
Surveillance: Dutta on the Fed
Neil Dutta, US Economic Research Head, Renaissance Macro Research says the Fed shouldn't signal rate cuts in 2024. Katy Kaminski, AlphaSimplex Chief Research Strategist sees higher yields for a little...
5 Sep 202330min
Surveillance: US adds 187,000 jobs
Julie Su, US Acting Labor Secretary gives the Biden Administrations reaction to the August payrolls report. Following the jobs report, Randall Kroszner, Fmr. Fed Governor & University of Chicago Booth...
1 Sep 202321min
Surveillance: Hollenhorst on the Fed
Andrew Hollenhorst, Citi Chief US Economist expects the Fed to pause in September. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist is sticking with his bullish forecast, expec...
31 Aug 202338min
Surveillance: 'Screaming Buy' with Lyngen
Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says the 10-year treasury is a 'screaming buy.' Seth Carpenter, Morgan Stanley Chief Global Economist, still sees the US avoiding recession. ...
30 Aug 202328min
