Surveillance: The Transitory Debate
Sarah House, Wells Fargo Securities Senior Economist, says the August CPI report gives a lot of credence to the transitory debate. Barry Ritholtz, Bloomberg Opinion Columnist and Ritholtz Wealth Manag...
14 Sep 202123min
Surveillance: Kass Says Investors Underpricing Risk
Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, says markets are overly optimistic on the labor market and monetary policy. Joshua Sharfstein, Johns Hopkins Bloomberg Sc...
13 Sep 202131min
Surveillance: Positive Real Yields Unlikely, Bianco Says
David Bianco, DWS CIO for the Americas, says positive real yields are unlikely in the coming years. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, sees value in the long-run for big ...
10 Sep 202120min
Surveillance: Peak Inflation With Carpenter
Seth Carpenter, Morgan Stanley Chief Global Economist, says inflation has probably peaked. Ben Laidler, EToro Global Markets Strategist, sees the S&P at over 5,000 in the next year. Savita Subramanian...
9 Sep 202124min
Surveillance: Expect Volatility, Bitterly Says
Kristen Bitterly, Citi Head of Capital Markets Private Bank, says now is not the time to go to cash. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Strategist, says there is sti...
8 Sep 202124min
Surveillance: The Covid Economy With Tooze
Adam Tooze, Columbia University Professor and Author, "Shutdown: How Covid Shook the World Economy", discusses the Covid crisis and the stalled recovery amid the virus’s resurgence. Megan Greene, Harv...
7 Sep 202132min
Surveillance: Jobs Day Miss With Walsh
Marty Walsh, U.S. Labor Secretary, discusses the disappointing U.S. jobs report. Priya Misra, TD Securities Global Head of Rates Strategy, says the U.S. Economic recovery will continue to come in fits...
3 Sep 202133min
Surveillance: NYC Flooding With MTA's Lieber
Janno Lieber, MTA Acting Chairman and CEO, says the MTA and New York City need to work in partnership to improve infrastructure and mitigate flash flood risk. Steven Ricchiuto, Mizuho Chief U.S. Econo...
2 Sep 202125min
