Surveillance: The U.K. Is Split, Cambridge's Barnard Says
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, is bearish on European equities in the short term. Catherine Barnard, Cambridge University Professor, discusses the challenges inco...
23 Juli 201936min
Surveillance: Inflation Picture on Weak Side, Hooper Says
Robert Feldman, Morgan Stanley MUFG Securities Senior Advisor, discusses Japan's Prime Minster Abe's slim victory and his plan to hike tax rates. Peter Hooper, Deutsche Bank Securities Economic Resear...
22 Juli 201928min
Surveillance: The Fed's Dramatic Pivot with Citi's Mann
James Sweeney, Credit Suisse Chief Economist, forecasts the Fed will cut rates from 25-50 basis points. Catherine Mann, Citigroup Global Chief Economist, says the incoming data from the U.S. and globa...
19 Juli 201934min
Surveillance: Potential Rate Cuts with RBC's Porcelli
Bob Michele, JPMorgan Asset Management CIO, warns U.S. Treasury yields are heading "all the way down to zero" over the next couple of years. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, exp...
18 Juli 201927min
Surveillance: Bright Spot Is The Consumer, Marangi Says
Taylor Riggs, Bloomberg News Reporter, breaks down Bank of America's earnings. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, recaps commonalities in the major bank reports. Bloomberg's Mar...
17 Juli 201930min
Surveillance: The Sweet Spot of Banking with Michaud
Sonali Basak, Bloomberg News Investment Banking Reporter, notes JP Morgan's net interest is on the decline. Tom Michaud, KBW Chief Executive, discusses why the dynamic of smaller to larger banks is sh...
16 Juli 201929min
Surveillance: Europe's New Leaders with Kirkegaard
Jacob Kirkegaard, Peterson Institute Senior Fellow, thinks Europe will have a pragmatic new leadership team if Ursula von der Leyen is approved for Commission president. Bloomberg's Taylor Riggs react...
15 Juli 201926min
Surveillance: China Waiting on Huawei Details, Broderick Says
Willem Buiter, Citi Special Economic Adviser, says Europe is yet to clean up the banking system following the financial crisis. Jane Foley, Rabobank Head of FX Strategy, says the South African rand is...
12 Juli 201927min
