Surveillance: Fed Cycle with Calvasina
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, thinks we are close to the end of the Fed's hiking cycle. Michael Shaoul, Marketfield Asset Management CEO, doesn't expect the Nasdaq to...
6 Feb 202323min
Surveillance: US Payrolls Surprise
Marty Walsh, US Secretary of Labor, reacts to the January payrolls report. Neil Dutta, Renaissance Macro Research Head of US Economic Research, says consumers are telling us the labor market is fine. ...
3 Feb 202326min
Surveillance: ECB, BOE Lift Rates
Holger Schmieding, Berenberg Chief Economist, says that Europe as a whole is not falling into a recession and is now outperforming expectations. Ebrahim Rahbari, Citigroup Chief Currency Strategist, s...
2 Feb 202319min
Surveillance: The Fed Decision
Jeff Rosenberg, Blackrock Systematic Multi-Strategy Fund portfolio manager, says 'there's a real disconnect' between what the Fed said and what the markets heard. Michael McKee, Bloomberg News Interna...
1 Feb 202331min
Surveillance: Soft vs Hard Landing
Dominic Konstam, Mizuho Americas Head of Macro Strategy, says it's a soft landing "until it becomes a hard landing." Jerome Schneider, Managing Director and Head of Short Term Portfolio Mgmt, says the...
1 Feb 202326min
Surveillance: Fed Pause with Carpenter
Seth Carpenter, Morgan Stanley Global Chief Economist, says the Fed will hike by 25 basis points on Wednesday, but "they are going to be done" after that. Stuart Kaiser, Citigroup Head of US Equity Tr...
31 Jan 202331min
Surveillance: Longer and Higher with Chiavarone
Steve Chiavarone, Federated Hermes Head of Multi-Asset Solutions, says this rally can go longer and higher than expected. Ken Tropin, Graham Capital CEO, says it's a good time to be conservative with ...
30 Jan 202326min
Surveillance: Soft Landing with Oppenheimer
Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, sees a soft landing for the US and Europe. Subadra Rajappa, Societe Generale Head of US Rates Strategy, is seeing a strong demand for b...
27 Jan 202328min
