Surveillance: Payrolls with Gapen
Michael Gapen, Bank of America Chief US Economist, says the payroll number is the only one that matters in November. Christyan Malek, JPMorgan Global Head of Energy Strategy, says we are seeing a repr...
5 Okt 202224min
Surveillance: Certain Recession with Laidler
Ben Laidler, eToro Global Markets Strategist, says we're almost certainly going into a recession. Jordan Rochester, Nomura International G-10 FX Strategist, expects the euro to weaken further below pa...
4 Okt 202223min
Surveillance: The Fed & the Labor Market
Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research calls it “appropriate” for the Federal Reserve to target a softening of the US labor market. Lori Calvasina, RBC Capital Mar...
3 Okt 202226min
Surveillance: UK Fiscal Plan
Andrew Griffith, UK Financial Secretary to the Treasury and City Minister, says the UK Government, the OBR and the Bank of England are all working in a coordinated fashion. Jane Foley, Rabobank Head o...
30 Sep 202224min
Surveillance: Oil Feedback Loop with Currie
Jeff Currie, Goldman Sachs, Global Head of Commodities Research, says oil markets are caught in a vicious negative feedback loop. Michael Spence, Nobel laureate & General Atlantic Senior Adviser, says...
29 Sep 202227min
Surveillance: BOE Bond-Buying with Blanchflower
Danny Blanchflower, Dartmouth College Professor of Economics and Former BOE Monetary Policy Committee Member, says UK markets are now in chaos. Katrina Dudley, Franklin Mutual Series Portfolio Manager...
28 Sep 202223min
Surveillance: UK Credibility with Diamond
Bob Diamond, Atlas Merchant Capital Founding Partner & CEO, says the British government needs to restore its credibility with debt investors if it hopes to push ahead with its plans for the economy. M...
27 Sep 202233min
Surveillance: UK Market Selloff Slams Gilts, Pound
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, remains cautious on risk and underweight stocks. Kallum Pickering, Berenberg Senior Economist, says it's hard to label UK market mo...
26 Sep 202229min
