Surveillance: Stimulus Standoff With Furman
Tony Dwyer, Cannacord Genuity Chief Market Strategist, says a negative feedback loop will become great enough that lawmakers in Washington will reach a stimulus deal. Lisa Hornby, Schroder Investment ...
13 Aug 202040min
Surveillance: Risk-On Rotation With Bevan
Jared Woodard, BofA Securities Research Investment Committee Head, expects continued volatility in markets until there is compromise on stimulus measures in Washington. Harry Tchilinguirian, BNP Parib...
12 Aug 202031min
Surveillance: Closer To W-Shaped Recovery, Swonk Says
Tony Crescenzi, PIMCO Generalist Portfolio Manager, says it is best to look toward the U.S. and Asia in terms of investing in equity markets over the next five years. Diane Swonk, Grant Thornton Chief...
11 Aug 202032min
Surveillance: Systemic Risk With Alpert
Daniel Alpert, Westwood Capital Managing Partner, says the fourth quarter could reveal a financial crisis trickled from a systemic one due to households not being able to pay their rent and mortgages....
10 Aug 202030min
Surveillance: U.S. Jobs Report With Kudlow
Larry Kudlow, National Economic Council Director, says virus relief talks are stalemated. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says today's payrolls repor...
7 Aug 202040min
Surveillance: Jobless Claims with Dutta
Kit Juckes, Societe Generale Chief Market Strategist, says the dollar cannot weaken further unless emerging market economies are stabilized. Andrew Bailey, Bank of England Governor, says negative rate...
6 Aug 202027min
Surveillance: Stimulus Bets With Lew
Ian Bremmer, Eurasia Group President, says the United States is much less interested in the Middle East than before because it is now the world's largest energy producer. Andrew Sheets, Morgan Stanley...
5 Aug 202042min
Surveillance: TikTok Talks with Nathanson
Frances Donald, Manulife Investment Management Global Chief Economist, says inflation may be coming more from deglobalization and large fiscal spending rather than monetary policy.Geoffrey Yu, BNY Mel...
4 Aug 202034min
