Surveillance: US Eco. Reacceleration with Bullard
Former St. Louis Fed President Jim Bullard says the biggest question right now is of reacceleration in the US economy. Michael Darda of Roth MKM says the probability of a recession happening in the US...
24 Aug 202332min
Surveillance: Ricchiuto on Idiosyncratic Risk
Steven Ricchiuto, Mizuho Securities US Chief Economist, says there's a lot of idiosyncratic risk out there. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says this is more likely a rall...
23 Aug 202323min
Surveillance: Kaminski on a 6% 10-Year Yield
Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says a 6% 10-year yield is not crazy. Vincent Reinhart, Chief Economist and Macro Strategist Dreyfus and Mellon, says current yield levels are...
22 Aug 202326min
Surveillance: Market Correction with Emanuel
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says this is not an end of a bull market run, this is just a correction. Amanda Lynam, BlackRock Head of Macro Credit Research, say...
21 Aug 202324min
Surveillance: Bond Vigilantes with Yardeni
Edward Yardeni, Yardeni Research President, says the Fed can't really afford to see bond yields keep going up. Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says this is the ...
18 Aug 202331min
Surveillance: Tight Spreads with Athey
James Athey, Abrdn Investment Director, says credit spread are too tight. Matthew Luzzetti, Deutsche Bank Chief US Economist, still expects a recession and for equities to come down. Susan Thornton, Y...
17 Aug 202330min
Surveillance: Equity Top with Kaiser
Stuart Kaiser, Citi Head of US Equity Trading Strategy, says it does feel like equities are topping out a little bit. Greg Peters, PGIM Fixed Income Co-CIO, thinks we're in this stronger growth enviro...
16 Aug 202329min
Surveillance: Market Cracks with Bob Doll
Bob Doll, Crossmark Global Investments Chief Investment Officer, says he's cautious on the markets and economy as cracks are beginning to develop. Jordan Rochester, Nomura G-10 FX Strategist, believes...
15 Aug 202331min
