Surveillance: Hill Hearings Eclipsed by Op-Ed, Cirilli Reports
Lisa Abramowicz fills in for Tom Keene today. We speak with Tim Ash, Bluebay Asset Management Senior EM Sovereign Strategist, who says EM is a big part of the global economy and it cannot be ignored. ...
6 Sep 201828min
Surveillance: U.S. Is In Round 1 Of Trade Wars, Gallo Says
Alberto Gallo, Algebris Investments Head of Macro Strategies & Partner, says the Turkish lira has been hurt by outflows from investors. John Taft, Baird Vice Chairman, analyzes risks in the shadow ban...
5 Sep 201827min
Surveillance: The Long Party is Over, Kotok Says
Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, thinks volatility in EM currencies is mostly due to domestic policy mistakes. Lakshman Achuthan, Economic Cycle Research Co-Fou...
4 Sep 201828min
Surveillance: EU Auto Tariffs Offer Not Good Enough, Trump Says
Steve Hanke, Johns Hopkins University Professor of Applied Economics, says Argentina has been "a complete disaster" since President Macri called the IMF. President Trump says EU offer for no auto tari...
31 Aug 201832min
Surveillance: U.S. Consumer Is In Very Good Shape, Gayeski Says
Harm Bandholz, Unicredit Bank Chief U.S. Economist, thinks Stanley Fischer will be hard to replace but Richard Clarida is a great pick for Fed Vice Chair. Troy Gayeski, Skybridge Partner & Portfolio M...
30 Aug 201834min
Surveillance: Stocks Are A Little Overdone, Mann Says
Catherine Mann, Citi Global Chief Economist, says stocks are a little overdone. Stan Collender, Georgetown University Adjunct Professor of Public Policy & The Budget Guy Blog Founder, thinks a governm...
30 Aug 201834min
Tariffs Creating 'Fortress America', Lovely Says
Lara Rhame, FS Investments Chief U.S. Economist, says the new U.S.-Mexico trade agreement is a re-branding of NAFTA. Mary Lovely, Peterson Institute for International Economics Senior Fellow, says the...
28 Aug 201825min
Surveillance: McCain Was A Life-Long Learner, Stavridis Says
Admiral James Stavridis, Former NATO Supreme Allied Commander, says Senator John McCain was an intuitive, life-long learner. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says the S&P 50...
27 Aug 201842min
