Surveillance: U.S. Inflation Surge
Kathy Bostjancic, Oxford Economics Chief U.S. Financial Economist, expects inflation to get worse from here. Stephen Dover, Franklin Templeton Chief Market Strategist & Head of Franklin Templeton Inve...
10 Dec 202124min
Surveillance: CPI Expectations with Chaudhuri
Gargi Chaudhuri, BlackRock Head of iShares Investment Strategy Americas, expects CPI data to be stronger than what is priced in to markets. Mark Cabana, Bank of America Head of Rates Strategy, says th...
9 Dec 202121min
Surveillance: Fed Surprises With Dudley
Bill Dudley, Bloomberg Opinion Columnist and Former New York Fed President, expects a few more surprises from the next Fed meeting. Steve Major, HSBC Global Head of Fixed Income Research, says it's re...
8 Dec 202129min
Surveillance: Stocks Rally as Omicron Fears Ease
Tony Crescenzi, PIMCO Market Strategist, says the Fed won't give up it's hard-won credibility. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says markets have wrung out complacency, Ed ...
7 Dec 202127min
Surveillance: Fed Out of Ammo, Tipp Says
Robert Tipp, PGIM Fixed Income Chief Investment Strategist, says the Fed has already shot all of its bullets. Sara House, Wells Fargo Corporate & Investment Banking Senior Economist, expects to see 7%...
6 Dec 202128min
Surveillance: U.S. Jobs Report With Walsh
Marty Walsh, U.S. Secretary of Labor, says he feels good about where the U.S. economy is headed. Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, discusses how the November ...
3 Dec 202127min
Surveillance: $150 Oil With JPMorgan's Malek
Christyan Malek, JPMorgan EMEA Oil & Gas Research Head, says shale is in a straitjacket right now. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says sectors are going to matter...
2 Dec 202128min
Chief Future Officer: Leeny Oberg, Marriott International
This episode of Chief Future Officer focuses on Marriott International CFO Leeny Oberg. Shery Ahn explores how she's helping the world's largest hotel chain through a challenging period for the hospit...
1 Dec 202122min
