Surveillance: Vaccine Rollout With Dr. Cacchione
Peter Tchir, Academy Securities Head of Macro Strategy, sees a big rotation ahead. Brian Weinstein, Morgan Stanley Head of Global Fixed Income, discusses what to expect from this week's Fed meeting. D...
14 Dec 202025min
Surveillance: Fixed Income With Holland
Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says we should be more afraid of stagflation than we should be about low rates. Michael Holland,...
11 Dec 202034min
Surveillance: ECB & Real Rates With Pickering
Kallum Pickering, Berenberg Senior Economist, says the ECB is much more focused on inflation expectations than long-term rates. Lawrence Gostin, Georgetown University Professor of Medicine, says we ma...
10 Dec 202023min
Surveillance: Too Early For High Yield Calls, Says Caron
Jim Caron, Morgan Stanley Portfolio Manager, thinks that calls for inflation and significantly higher yields are very premature. Kathleen Smith, Renaissance Capital Co-Founder & Partner, says 2020 wil...
9 Dec 202027min
Surveillance: Government Support With Boston Mayor
Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says he sees a strong U.S. rebound ahead. Boston Mayor Marty Walsh says the lack of guidance and financial support during the pandemic ...
8 Dec 202023min
Surveillance: Brexit With London Mayor
London Mayor Sadiq Khan discusses the potential for coronavirus lockdowns paired with a no-deal Brexit. Steve Chiavarone, Federated Hermes Portfolio Manager, says the coming vaccine represents an enor...
7 Dec 202033min
Surveillance: Stimulus Talks With Kudlow
Lawrence Kudlow, U.S. National Economic Council Director, says he sees specific targeted areas concerning small businesses, unemployment, and Covid-related schooling matters as priorities in stimulus ...
4 Dec 202035min
Surveillance: Lew Urges Fiscal Action
Tony Dwyer, Canaccord Genuity Chief Market Strategist, says historic excess liquidity is what is driving markets higher. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist...
3 Dec 202032min
