John Williams, New York Fed President, says that while inflation has showed some signs of slowing, a tight labor market and other factors are likely to keep price pressures elevated and warrant high interest rates for some time. Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist, explains why markets have been "comfortably numb." Subadra Rajappa, Societe Generale Head of US Rates Strategy, says concerns over a recession in the US are a little bit premature. Sam Stova...
Dec 16, 2022•33 min
Jeremy Stretch, CIBC Head of G-10 FX Strategy, says the ECB faces greater potential policy problems compared to the Federal Reserve amid amplified core inflationary pressures. Jonathan Pingle, UBS Chief US Economist, says the ECB is a little bit behind the Fed. Ashok Bhatia, Neuberger Berman Fixed Income Deputy CIO, suggests we're entering a period where central banks are "divided" on tackling inflation. John Ryding, Brean Capital Chief Economic Advisor, says the BOE and ECB's main problem is th...
Dec 15, 2022•24 min
Alan Ruskin, Deutsche Bank Chief International Strategist, sees a soft recession coming. Torsten Slok, Apollo Global Management Chief Economist, says the labor market needs to deteriorate more. Liz Young, SoFi Head of Investment Strategy, expects the Fed to hike 50 basis points at the December meeting. Ed Hyman, Evercore ISI Founder, Chairman and Head of Economic Research, discusses recession risk in '23. Terry Haines, Pangaea Policy Founder, discusses the FTX hearing. See omnystudio.com/listene...
Dec 14, 2022•33 min
Matthew Luzzetti, Deutsche Bank Chief US Economist, discusses the US November CPI print and the Fed's path ahead. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says he's hesitant about market sentiment, and that this recession "is the most anticipated...of our entire lifetimes." Rep. Bill Huizenga, (R) Michigan, says he sees “a lot of question marks” around the timing of Sam Bankman-Fried’s arrest. Amrita Sen, Energy Aspects Director of Research, says China will be one...
Dec 13, 2022•26 min
Lindsey Piegza, Stifel Chief Economist, says 2023 is opening the door for a recession. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says small caps are starting to outperform. Daragh Maher, HSBC Head of Research Americas & Head of US FX Strategy, says risk appetite has been at the core of everything that's happening in the FX market. Stephen Schork, The Schork Group Principal, says the oil narrative has shifted from supply to a demand. See omnystudio.com/listener for priva...
Dec 12, 2022•29 min
Geoff Yu, BNY Mellon Senior Market Strategist, says there's reason to be slightly hopeful for 2023. Michelle Meyer, Mastercard Economics Institute Chief US Economist, says its clear the Fed is not done hiking. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says the risk of recession is high. Ola Kaellenius, Mercedes-Benz Group CEO, says what happens in China matters for the auto industry. See omnystudio.com/listener for privacy information....
Dec 09, 2022•29 min
David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, says 2023 will be a tale of two halves. Kathy Bostjancic, Nationwide Chief Economist, says we're not seeing a lot of loosening in the labor market. Dan Ives, Wedbush Senior Equity Analyst, discusses Tesla delaying new hires in Shanghai. Ellen Wald, Atlantic Council Senior Fellow & 'SAUDI INC: The Arabian Kingdom’s Pursuit if Profit & Power' Author, discusses China's Xi Jinping's visit to Saudi Ara...
Dec 08, 2022•28 min
Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. This episode focuses on Royal Caribbean Group CFO Naftali Holtz, who moved into the job at the start of 2022 when former CFO Jason Liberty was promoted to CEO. Carol Massar speaks with Holtz and Liberty about the company's comeback from a total shutdown during the pandemic, and its plans to rebuild its business and its balance sheet. See omnystudio.com/listener...
Dec 08, 2022•23 min
Francisco Blanch, Bank of America Global Research Head of Global Commodities & Derivatives Research, says the oil market is 'springy' because inventories remain quite low. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Officer, says the bond market is telling you that inflation is a thing of the past. Blerina Uruci, T.Rowe Price US Economist, says the Fed will need to continue hiking. Henrietta Treyz, Veda Partners Director of Economic Policy, says the Republican party...
Dec 07, 2022•31 min
David Solomon, Goldman Sachs Chairman & CEO, says pay is set to fall as there are 'bumpy times ahead.' Andrew Hollenhorst, Citi Chief US Economist, says the likelihood of a soft landing is low. Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says this year comes down to positioning. Edward Morse, Citigroup Global Head of Commodity Research, says it will be painful if oil hits $65. Brian Deese, National Economic Council Director, discusses Biden's trip to the TSMC plant i...
Dec 06, 2022•43 min
Carl Riccadonna, BNP Paribas Markets 360 Chief US Economist, says the Fed will keep at it until the job is done. Rebecca Patterson, Bridgewater Chief Investment Strategist, says the Fed is not likely to ease in '23. Stephen Roach, Yale Professor and Author of 'Accidental Conflict: America, China, and the Clash of False Narratives', says it's important to stay focused on a potential wage price spiral. Gabriel Makhlouf, Ireland Central Bank Governor, says the euro area is likely to endure a techni...
Dec 05, 2022•37 min
Marty Walsh, US Secretary of Labor, discusses the November jobs report. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Federal Reserve Governor, says the Fed has to keep at it until the labor market cracks. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, is watching wage data and a potential wage price spiral. Tiffany Wilding, PIMCO Chief US Economist, says the jobs report is giving mixed signals. See omnystudio.com/liste...
Dec 02, 2022•30 min
Mike Wilson, Morgan Stanley Chief US Equity Strategist, is confident this market rally will continue through December. Jordan Rochester, Nomura G-10 FX Strategist, sees GBP-USD at 1.25 next year. Vincent Reinhart, Dreyfus Mellon Chief Economist, sees an economic downturn within the next 12 months. Rubeela Farooqi, High Frequency Economics Chief US Economist, says the Fed doesn't want to overtighten. Bob Doll, Crossmark Global Investments Chief Investment Officer, says the Fed has to pray this la...
Dec 01, 2022•33 min
Neil Dutta, Renaissance Macro Head of US Economics Research, says real economic growth is accelerating in the US. Wei Li, BlackRock Global Chief Investment Strategist, says the Fed won't be able to cut rates in 2023. Mona Mahajan, Edward Jones Senior Investment Strategist, says the Fed's path to a soft landing is narrow. Alan Ruskin, Deutsche Bank Chief International Strategist, says the dollar has peaked. See omnystudio.com/listener for privacy information....
Nov 30, 2022•28 min
Bill Dudley, Bloomberg Opinion Columnist & Former New York Fed President, sees the Fed pausing rate hikes once they get to a 5.25-5.5% range and then holding for a longer period. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says the top of the market still has risk. Evan Brown, UBS Asset Management Head of Multi-Asset Strategy, says the US economy is still reasonably health despite the Fed's rate hikes. Vasileios Gkionakis, Citi Head of European...
Nov 29, 2022•30 min
Brian Weinstein, Morgan Stanley Investment Management Head of Global Fixed Income, says that, from an investment perspective, the protests in China are just another part of the broader story of economic turmoil. Lara Rhame, FS Investments Chief US Economist, says the bond market is pricing in a recession. Ellen Wald, Atlantic Council Senior Fellow, says the future of oil in the US is very hazy. Dan Ives, Wedbush Securities Senior Equity Analyst, says Apple is at the mercy of China's Covid Zero p...
Nov 28, 2022•22 min
Christian Mueller-Glissmann, Goldman Sachs Multi Asset Strategist, says China's path forward is going to be incredibly bumpy. Kit Juckes, Societe Generale Chief FX Strategist, expects the dollar to see a "series of jagged peaks" and be "significantly weaker by the end of next year." Claudia Sahm, Sahm Consulting Founder & Former Federal Reserve Economist, still thinks the US could skirt a recession. Joe Feldman, Telsey Senior Research Analyst & Assistant Director of Research, says we may...
Nov 25, 2022•26 min
Alan Blinder, Princeton University Professor of Economics & "A Monetary & Fiscal History of the United States, 1961-2021" author, expects to see more separation between the Fed and the Treasury in time. Jeff Currie, Goldman Sachs Global Head of Commodities Research, says he will be bullish on oil come next spring. Troy Gayeski, FS Investment Solutions Chief Market Strategist & Managing Director, thinks Bitcoin will be around for the long haul, but says it will remain very volatile. J...
Nov 23, 2022•27 min
Alvaro Pereira, OECD Acting Chief Economist, predicts global growth will slow to 2.2% in 2023. Dana Peterson, Conference Board Chief Economist, says the economy will be flat in 2023. Jens Nordvig, Exante Data Founder & CEO says it's hard to see a turn in the dollar if we still have problematic growth in China. Stephen Schork, The Schork Group Principal, says there's a risk of diesel shortages. See omnystudio.com/listener for privacy information....
Nov 22, 2022•27 min
Peter Tchir, Academy Securities Head of Macro Strategy, sees Bitcoin below $10,000. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says we are at an inflection point. David Riley, BlueBay Asset Management Chief Investment Strategist, says we are close to peak inflation. Richard Haass, Council on Foreign Relations President, says his long-term worry is not Russia, but China. See omnystudio.com/listener for privacy information.
Nov 21, 2022•25 min
Jean-Yves Fillion, BNP Paribas USA CEO, says the US economy is the most resilient in the world. David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, says the Fed may raise rates too high and keep it there for too long. Amrita Sen, Energy Aspects Director of Research, says there is confusion in the oil market. Doug Kass, Seabreeze Partners President, talks about the curve inversion and other catalysts that are forming his core market view. See omnystudio.com...
Nov 18, 2022•27 min
John Ryding, Brean Capital Chief Economic Advisor, says central banks have made inflation worse. Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says there's more curve inversion to be realized. Nick Bennenbroek, Wells Fargo International Economist, says Europe is already in a recession. Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says the market is trying to find its footing. See omnystudio.com/listener for privacy information....
Nov 17, 2022•25 min
Admiral James Stavridis, Former Supreme Allied Commander at NATO, says the rocket hit in Poland was a wake-up call about the war. Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran and Co-Author of '2034: A Novel Of The Next World,' says wars are escalatory by nature. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, says to expect a "challenged" holiday retail season. Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says bitcoin is just an...
Nov 16, 2022•20 min
Gilles Moec, AXA Investment Managers Chief Economist, says Europe is sliding into a recession. Linda Duessel, Federated Hermes Senior Equity Strategist, says not to chase this rally. Rep. Andy Barr, Republican from Kentucky, says the GOP needs to do some soul searching. Mike Pyle, Deputy National Security Advisor, says President Biden's vision was essential to getting the G-20 communique over the finish line. See omnystudio.com/listener for privacy information....
Nov 15, 2022•25 min
Stuart Kaiser, Citi Head of US Equity Trading Strategy, says easing rates won't be enough to revive big tech. Diane Swonk, KPMG, Chief Economist, says inflation looks like it's peaking. Priya Misra, TD Securities Global Head of Rates Strategy, says inflation is less about the peak and more about the rate of decline. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, expects markets to stay volatile for a bit longer. See omnystudio.com/listener for privacy information....
Nov 14, 2022•25 min
Torsten Slok, Apollo Management Chief Economist, says the Fed might actually be able to achieve a soft landing. Ben Laidler, eToro Global Markets Strategist, says the market bottom is now in. Elsa Lignos, RBC Global Head of FX Strategy, says it's a really interesting moment for the euro. Tina Fordham, Fordham Global Foresight Founder & Geopolitical Strategist, says the US republic, as we know it, faces some serious pressures. See omnystudio.com/listener for privacy information....
Nov 11, 2022•26 min
Matthew Luzzetti, Deutsche Bank Securities Chief US Economist, says there's evidence we are moving away from peak inflation. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says it's a mistake to stay all in cash. Michael Regan, EPA Administrator, says there's an opportunity to deploy technology to reduce methane. Terry Haines, Pangaea Policy Founder, says it's not too soon to call Ron DeSantis the new leader of the Republican party. See omnystudio.com/listener for privacy information...
Nov 10, 2022•23 min
David Kelly, JPMorgan Asset Management Chief Global Strategist, says it's time to get invested. Ebrahim Rahbari, Citi Chief Currency Strategist, says we've seen a shift in dollar sentiment. Henrietta Treyz, Veda Partners Director of Economic Policy, says Biden's decision to run for a second term depends on Trump's. Lara Rhame, FS Investments Chief US Economist, says the descent from high inflation is going to be far from gradual. See omnystudio.com/listener for privacy information....
Nov 09, 2022•25 min
Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the inflation spike of the past year and a half is not primarily a central bank or political phenomenon. Rep. French Hill, (R) Arkansas, says the Republican Party is ready to take the lead on inflation. Rep. Peter Welch, (D) Vermont, says we need to make clean energy affordable. Alifia Doriwala, RockCreek Group, expects the midterm elections just to be a small blip for markets. Dan Yergin, S&P Global Vice Cha...
Nov 08, 2022•29 min
Alan Ruskin, Deutsche Bank Chief International Strategist, discusses outlook and market implications if the US midterms yield a divided government. Wendy Schiller, Taubman Center for American Politics & Policy Director at Brown University, says Democrats have more to do on messaging to voters. Daniel Ives, Wedbush Senior Equity Research Analyst, says Apple is facing a supply issue, not a demand issue. Nela Richardson, ADP Research Institute Co-Head & Chief Economist, expects inflation to...
Nov 07, 2022•29 min
