Mike Darda, MKM Partners Chief Economist & Chief Market Strategist, says 4% on the 10-year is a bit of a moonshot. Nick Wadhams, Bloomberg News State Department Reporter, and Steven Cook, CFR Senior Fellow Middle East, join us to provide insight on the escalating tensions between Israel, Iran, Russia, and Syria. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says tech will be the best performing sector at the end of this year. Austan Goolsbee, University of Chicago Booth School ...
May 11, 2018•37 min
Bloomberg's Nejra Cehic takes us through the BOE headlines live from Threadneedle Street. Paul Tucker, Former Deputy BOE Governor and Author of 'Unelected Power,' believes that Central Bankers are becoming the poster boys & girls of people making decisions that we didn't elect. James Donald, Lazard Asset Management Head of Emerging Markets and Portfolio Manager, discusses the difficulty of navigating Emerging Markets in the current climate. Meredith Sumpter, Eurasia Group Head of Research St...
May 10, 2018•30 min
Greg Valliere, Horizon Investments Chief Global Strategist, ponders whether or not the Democrats have a game plan. Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, says everybody and their sister is long emerging markets. Tom Petrie, Petrie Partners Chairman, thinks Iran may have trouble bulking up their technology for greater oil production. Michael Hayden, Former CIA Director, says the president and the administration have yet to articulate Plan B for U.S.-Iran relation...
May 09, 2018•38 min
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says the Fed has always been a critical player in the evolution of financial conditions. Jacques Rousseau, Clearview Energy Partners Managing Director of Global Oil & Gas, says Venezuela has taken more oil off the market than Saudi Arabia. John Hudak, Brookings Senior Fellow of Government Studies, says all eyes are on West Virginia for the midterm primaries. Barbara Whye, Intel Corporation Chief Diversity & Inclusion Officer...
May 08, 2018•28 min
Jens Nordvig, Exante Data Founder & CEO, says there was a shocking shift in global trade flows in January. Patrick Morrisey, West Virginia Senate Candidate (R) & WV Attorney General, says West Virginians are very supportive of the president. Diane Swonk, Grant Thornton Chief Economist, predicts wages will pick up. Jamie Metzl, Atlantic Council Senior Fellow, questions if North Korea has any real intentions of giving up their nuclear weapons. See omnystudio.com/listener for privacy inform...
May 07, 2018•34 min
Marty Feldstein, Harvard University Professor of Economics, is not happy about a trillion dollar deficit. Alan Krueger, Princeton University Professor & Fmr. Chairman of President Barack Obama’s Council of Economic Advisers, says the White House hasn't followed through on addressing the opioid crisis. Coronado, President & Founder of MacroPolicy Perspectives, says we still want to see wage growth climb higher. Betsey Stevenson, University of Michigan Professor & Fmr. Chief Economist ...
May 04, 2018•39 min
Stephen Stanley, Amherst Pierpont Securities Chief Economist, says traditionally, people have viewed a 2% inflation target as being lopsided. Elizabeth Economy, CFR Director for Asia Studies & Author of "The Third Revolution: Xi Jinping and the New Chinese State", is surprised by how transformative Xi Jinping has been in the past 5 years. Kate Warne, Edward Jones Investments Chief Market Strategist, predicts inflation will stay contained. Shannon Cross, Cross Research Managing Director &...
May 03, 2018•32 min
Alan Ruskin, Deutsche Bank Global Co-Head of G-10 FX Strategy, says to not get too obsessed with the Fed funds rate. Angelo Zino, CFRA Analyst, says iPhones are no longer the only story for Apple.Lindsey Piegza, Stifel Financial Chief Economist, says inflation has not shown strong, upward momentum. Dennis Gartman, The Gartman Letter Publisher, says the Fed has already won its battle with 2% inflation. See omnystudio.com/listener for privacy information....
May 02, 2018•29 min
Brian Levitt, OppenheimerFunds Senior Investment Strategist, says over time, we are likely to be in a stable or weaker dollar environment. Priya Misra, TD Securities Head of Global Rates Strategy, says the strategist in her is worried about how financial conditions will tighten. Walter Piecyk, BTIG Analyst, says consumers are very loyal to Apple's brand. Christyan Malek, JPMorgan Head of the EMEA Oil & Gas Equity Research, sees a new BP in their 1Q earnings. See omnystudio.com/listener for p...
May 01, 2018•28 min
Peter Henry, Former NYU Stern School of Business Dean, predicts growth next year will taper off. Robert D. Kaplan, 'The Return of Marco Polo's World' Author, says Trump signifies a return to a more traditional form of world history. James Stavridis, Dean of the Fletcher School at Tufts University, says China is not reaching for global hegemony but regional control. Sara Sanatore, Sanford Bernstein Senior Research analyst, says the more premium products at McDonald's is working for business. See ...
Apr 30, 2018•27 min
Peter Pae, Bloomberg News Seoul Bureau Chief. Bill Rhodes, Former Citi Senior Vice Chairman & William R. Rhodes Global Advisors President & CEO. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist. Krishna Memani, Oppenheimer Funds Chief Investment Officer & Head of Fixed Income. Richard Haass, Council on Foreign Relations President, See omnystudio.com/listener for privacy information.
Apr 27, 2018•28 min
Harm Bandholz, Unicredit Chief U.S. Economist, says he has a hard time imagining a scenario where the Fed would do 5 rate hikes. Gideon Rose, Foreign Affairs Magazine Editor, is worried about what's happening in Eastern Europe. Neil Shearing, Capital Economics Chief Emerging Markets Economist, says the European economy seems to have lost some steam. Timothy L. O'Brien, Bloomberg Gadfly & Bloomberg View Executive Editor, says on a day to day basis, we need to adhere to the facts when it comes...
Apr 27, 2018•32 min
In an ode to our fantastic lineup from the IMF & World Bank Group Meetings last week, it's a Surveillance Special! Tom Keene and Francine Lacqua talk trade, global growth, and geopolitical risks with world leaders, including: the Economy Minister of Spain Roman Escolano, the first IMF Deputy Managing Director David Lipton, the European Commission Commissioner for Economic & Financial Affairs Pierre Moscovici, the Economy & Finance Minister of France Bruno Le Maire, and the Deputy Pri...
Apr 27, 2018•46 min
Ian Bremmer, Eurasia Group President & Founder, says a long term solution to trade disputes will require something New Deal-like. Brian Wieser, Pivotal Research Senior Research Analyst, says advertising is in a constant state of evolution. Alberto Gallo, Algebris Investments Head of Macro Strategies, says the ECB is also not sure why we're seeing weak European data. Cheryl Bolen, Bloomberg Government White House Reporter, breaks down the stark contrast in shipping costs from the U.S. versus ...
Apr 26, 2018•32 min
Alex Webb, Bloomberg Gadfly Columnist, hops in the studio to break Twitter's earnings. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says we've guaranteed hampered longer-term potential growth. Jack Ablin, Cresset Wealth Advisors CIO & Founding Partner, says potential GDP is much lower than it's been in the past. And Victor Anthony, Aegis Capital Corporation Analyst, says Twitter is returning back to growth. See omnystudio.com/listener for privacy information....
Apr 25, 2018•30 min
Vince Reinhart, BNY Mellon Chief Economist & Chief Investment Strategist, says in the long run, we're anchored by the growth of aggregate supply. Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says the hard data in Europe has disappointed. Elsa Lignos, RBC Global Head of FX Strategy, says RBC is forecasting some dollar strength into year end. And Mike Mayo, Wells Fargo Head of U.S. Large-Cap Bank Research, says JPMorgan is best in class for governance. See omnystudio.co...
Apr 24, 2018•33 min
Carl Weinberg, High Frequency Economics Founder, says the market should be thinking about inflation risks but it's not currently. David Pearl, Epoch Investment Partners Co-Chief Investment Officer and Portfolio Manager, says Boeing looks a lot cheaper on free cash flow than it does on earnings right now.Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says Europe has stabilized. Kit Juckes, Societe Generale Global Fixed Income Strategist, doesn't think oil prices are going to run away. Se...
Apr 23, 2018•27 min
Adam Posen, Peterson Institute of Economics, says he still doesn't think inflation risks are very high. Isabelle Mateos Y Lago, BlackRock Investment Institute Chief Multi Asset Strategist, says markets are in a wait-and-see David Lipton, First IMF Deputy Managing Director, says the IMF's message is to prolong the recovery while things are still good. Mario Centeno, EuroGroup President, says most countries in Europe have strong fiscal positions. See omnystudio.com/listener for privacy information...
Apr 20, 2018•33 min
Jason Furman, Former Council of Economic Advisers Chairman, thinks we could have a more pro-growth tax system. Nathan Sheets, PGIM Chief Economist and Former Under Secretary of the Treasury, is concerned about the political dynamic we're seeing globally. Mark Haefele, UBS Global Chief Investment Officer, says emerging markets have held up well as the dollar weakens. Tom Keene and Francine Lacqua discuss the Fed with Milken Institute's Chief Economist Bill Lee. See omnystudio.com/listener for pri...
Apr 19, 2018•27 min
Kate Moore, BlackRock Chief Equity Strategist, says she still strongly believes that equities are the place to be. Luigi Zingales, University of Chicago Booth School of Business Professor, does not think we've seen the worst of the populist surge yet. Francisco Blanch, Merrill Lynch Head of Global Commodities & Derivatives Research, says oil prices could definitely push higher if geopolitical risk becomes more prominent. John Sununu, Former WH Chief of Staff under President George H.W. Bush,...
Apr 18, 2018•33 min
Sonali Basak, Bloomberg Finance Reporter, and Ira Jersey, Bloomberg Intelligence Chief U.S. Interest Rate Strategist, wrap Bank of America's earnings. Steven Cook, Council on Foreign Relations Enrico Mattei Senior Fellow for Middle East and Africa studies, says Syria is not a mission that neither Obama nor Trump have fully taken on. David Kelly, JPMorgan Asset Management Chief Global Strategist, asks if we can please appreciate how good earnings are. George Goncalves, Nomura Securities Managing ...
Apr 16, 2018•25 min
Brian Belski, BMO Capital Markets Chief Investment Strategist, says commercial banks will see strong growth for next 10 years.Jon react to Citi & Wells Fargo. Admiral James Stavridis, Former NATO Supreme Allied Commander and Bloomberg View Columnist, believes that senior military officials have a big challenge with this White House. Stan Collender, Qorvis MSLGroup Executive Vice President, says that the age of austerity has been taken over by the age of overwhelming deficits. Rep. Dave Brat,...
Apr 13, 2018•30 min
Gina Martin Adams, Bloomberg Intelligence Chief U.S. Equity Strategist, says we're missing growth in consumer loans. Geoffrey Yu, UBS Private Banking Head of the U.K. Investment Office, says the ECB could still surprise to the upside. Scott Wren, Wells Fargo Investment Institute Senior Global Equity Strategist, says they're underweight staples and utilities. Craig Moffett, MoffettNathanson Co-founder & Analyst, says Verizon and AT&T are primarily bond proxies. See omnystudio.com/listener...
Apr 12, 2018•23 min
Ed Morse, Citi Research Global Head of Commodities, says there's been an acceleration of risk-on, risk-off. Gary Shilling, Gary Shilling & Co. President, says there are a lot of deflationary forces out there. David Kirkpatrick, Techonomy Media Founder & CEO, says he is relatively, cautiously optimistic for the future of Facebook. Kevin Cirilli, Bloomberg Chief Washington Correspondent, recaps reports that House Speaker Paul Ryan will not seek reelection. See omnystudio.com/listener for p...
Apr 11, 2018•28 min
Dr. Keyu Jin, London School of Economics & Political Science Professor, says the confusion about trade deficits by both the U.S. and China is fatal. Daniel Tannebaum, PWC Global Financial Services Sanctions Leader, predicts it will be a "go-fish exercise" to know who actually owns businesses in Russia. Steven A. Cook, CFR Middle Eastern Fellow, sees us inching closer to confrontation on Syria. Scott Galloway, NYU Stern Professor and Author "The Four," says that Facebook isn't doing anything ...
Apr 10, 2018•32 min
Adair Turner, Institute For New Economic Thinking Chairman, House of Lords Member, & "Between Debt And The Devil" author, says the U.S. trade deficit is going to increase this year. Jim O'Sullivan, High Frequency Economics Chief U.S. Economist, says we have seen close to 3% growth but it's not clear there's been a real change in potential growth. Carsten Brzeski, ING-DiBa Chief Economist Germany & Austria, says the Eurozone is headed into a strong 2018. Paul Sweeney, Bloomberg Intelligen...
Apr 09, 2018•32 min
Alan Krueger, Princeton University Economics Professor, says the Federal Reserve's mission is never complete. Bill Gross, Janus Henderson Fund Manager, says since 1980, real wages have flat-lined. Larry Kudlow, National Economic Council Director, says there is no trade war between the U.S. and China. Michael Darda, MKM Partners Chief Economist & Chief Market Strategist, says he's in favor of supply side policies but says we need to be concerned about responsible fiscal action as well. See om...
Apr 06, 2018•38 min
Bob Sinche, Amherst Pierpont Securities Global Strategist, advises to be disciplined when reacting to market volatility. Rich Greenfield, BTIG Media and Technology Analyst, thinks the pressure on Facebook's stock is overdone. Miranda Carr, Haitong International Research Executive Director, says Xi's vision for China has changed. Chad Hart, Iowa State University Associate Professor of Economics and Crop Markets Specialist, says over the past 5 years, we've seen a dramatic decline in net farming i...
Apr 05, 2018•38 min
Chris Rupkey, MUFG Union Bank Chief Financial Economist, says the U.S. and China are hitting each other pretty hard with rhetoric. Michelle Meyer, BofA Merrill Lynch Head of U.S. Economics, does not think we're going to see big inflationary pressures this year. Shira Ovide, Bloomberg Gadfly Columnist, recaps Spotify's direct listing on the NYSE yesterday. Steven Friedman, BNP Paribas Asset Management Senior Economist, says to look to the bond market during breaking news. See omnystudio.com/liste...
Apr 04, 2018•32 min
Alberto Gallo, Algebris Head of Macro Strategies, says the growth momentum is fading. Seth Masters, Angel Investor and Former AB Bernstein CIO, joins to look ahead to Spotify's direct listing. Michael Zezas, Morgan Stanley Chief U.S. Public Policy Strategist, says Trump is the "Dessert Before Vegetables President." James Sweeney, Credit Suisse Managing Director & Chief Economist, says a big chunk of the tech sector has moved to Asia in the past decade. See omnystudio.com/listener for privacy...
Apr 03, 2018•28 min
