Surveillance: BOJ Surprise with Lyngen
Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, thinks the Bank of Japan will have to be more aggressive in 2023. Dominic Konstam, Mizuho Americas Head of Macro Strategy, says that Bank of ...
20 Dec 202228min
Surveillance: Financial Conditions with Dudley
Bill Dudley, Former New York Fed President & Bloomberg Opinion Columnist, explains why he isn't expecting a recession quite yet. Savita Subramanian, Bank of America Securities Head of US Equity & Quan...
19 Dec 202224min
Surveillance: Hawkish Fed Sparks Recession Fears
John Williams, New York Fed President, says that while inflation has showed some signs of slowing, a tight labor market and other factors are likely to keep price pressures elevated and warrant high i...
16 Dec 202233min
Surveillance: ECB Adds to Fed Gloom
Jeremy Stretch, CIBC Head of G-10 FX Strategy, says the ECB faces greater potential policy problems compared to the Federal Reserve amid amplified core inflationary pressures. Jonathan Pingle, UBS Chi...
15 Dec 202223min
Surveillance: Soft Recession with Ruskin
Alan Ruskin, Deutsche Bank Chief International Strategist, sees a soft recession coming. Torsten Slok, Apollo Global Management Chief Economist, says the labor market needs to deteriorate more. Liz Yo...
14 Dec 202233min
Surveillance: US Inflation Cools
Matthew Luzzetti, Deutsche Bank Chief US Economist, discusses the US November CPI print and the Fed's path ahead. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says he's hesitan...
13 Dec 202225min
Surveillance: '23 Recession Risk with Piegza
Lindsey Piegza, Stifel Chief Economist, says 2023 is opening the door for a recession. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says small caps are starting to outperform. Darag...
12 Dec 202229min
Surveillance: Slight Hope for '23, says Yu
Geoff Yu, BNY Mellon Senior Market Strategist, says there's reason to be slightly hopeful for 2023. Michelle Meyer, Mastercard Economics Institute Chief US Economist, says its clear the Fed is not don...
9 Dec 202229min
