Surveillance: US Payrolls Top Estimates
Marty Walsh, US Labor Secretary, discusses the US February payrolls report. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Fed Governor, says the US labor market is...
10 Mars 202331min
Surveillance: Tight Labor with Richardson
Nela Richardson, ADP Chief Economist, says the labor market is still very tight. Andrew Sheets, Morgan Stanley Chief Cross-Asset Strategist, says we still need to be positioned for decelerating growth...
9 Mars 202331min
Surveillance: Fed Distractions with Donald
Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says the focus on the Fed month-to-month can be distracting. Kelsey Berro, JPMorgan Asset Management Fixed Income Po...
8 Mars 202328min
Surveillance: Tech Downside with Wilson
Mike Wilson, Morgan Stanley Chief US Equity Strategist and CIO, sees as much as 20% downside for tech, meme stocks. Dana Peterson, The Conference Board Chief Economist, says the Fed does not want to c...
7 Mars 202332min
Surveillance: Formula One Growth with Horner
Christian Horner, Red Bull Racing F1 Team Principal, discusses Formula One's growth in the US and Red Bull's win at the opening race in Bahrain. Jim Bianco, Bianco Research President, says the China r...
6 Mars 202328min
Surveillance: Bonds are Back, says Schneider
Jerome Schneider, PIMCO Head of Short Term Portfolio Management, says cash is back, bonds are back. Lindsey Piegza, Stifel Chief Economist, says we could see a 6% Fed funds rate. Kathryn Kaminski, Alp...
3 Mars 202335min
Surveillance: Smart Fed Policy with Garvey
Padhraic Garvey, ING Financial Head of Global Debt & Rates, says the way the Fed is pursuing policy here is smart. Carl Riccadonna, BNP Paribas Markets 360 Chief US Economist, sees persistent inflatio...
2 Mars 202328min
Surveillance: Rising Prices with Weinberg
Carl Weinberg, High Frequency Economics Chief Economist, says we still have more price increases to go, but this is not the spiraling inflation of the 70s. Mona Mahajan, Edward Jones Senior Investment...
1 Mars 202323min
