Surveillance: Recovery Trade With Abby Joseph Cohen
Abby Joseph Cohen, Goldman Sachs Advisory Director and Senior Investment Strategist, says she still sees potential in equities. Deborah Fuller, University of Washington School of Medicine Microbiology...
8 Mars 202137min
Surveillance: Stimulus Payments with Bernstein
Jared Bernstein, U.S. Council of Economic Advisers Member, says the details surrounding stimulus payments are still under review. Savita Subramanian, BofA Securities Head of U.S. Equity & Quantitative...
5 Mars 202133min
Surveillance: Vaccines With Germany's Scholz
Olaf Scholz, German Finance Minister, says Germany will need to increase debt spending this year to help tackle the impact of the coronavirus crisis on Europe’s largest economy. Danny Blanchflower, Da...
4 Mars 202129min
Surveillance: GDP Growth Will Persist, Feroli Says
Michael Feroli, JPMorgan Securities Chief U.S. Economist, says above trend GDP growth will likely persist. Alicia Levine, BNY Mellon Chief Strategist, says this will be a difficult year for the Fed. G...
3 Mars 202129min
Surveillance: Return To Work With Dimon
Jamie Dimon, JPMorgan Chase Chairman & CEO, says that getting through Covid is critical. Ebrahim Rahbari, Citi Global Head of FX Analysis, says the weight of the global recovery is shifting toward the...
2 Mars 202131min
Surveillance: Watch Bond Market, Calvasina Says
Lori Calvasina, RBC Capital Markets Head of Equity Strategy, says the bond rout does not erode the case for equities yet. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says the cost of c...
1 Mars 202125min
Surveillance: Fed Must Speak, Lyngen Says
Marvin Loh, State Street Global Macro Strategist, says the market is pushing against the Fed's ability. Ian Lyngen, BMO Capital Markets Head of U.S. Rates Strategy, says the level of repricing we've s...
26 Feb 202124min
Surveillance: Global Recovery With Malpass
David Malpass, World Bank President, says the inequality in the global recovery is striking. Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, say...
25 Feb 202126min
