Adam Posen, Peterson Institute President & Former BOE Policy Committee Member, says Boris Johnson has caused untold damage. Brian Deese, White House National Economic Council Director, says the White House has tools other that tariffs they can use to counter China. Alifia Doriwala, RockCreek Group Managing Director, says the slowing global economy, monetary tightening and the impact from the war in Ukraine will hit portfolios for years to come. Heather Boushey, Council of Economic Advisers M...
Jul 07, 2022•41 min
Ed Morse, Citigroup Global Markets Global Head of Commodities Research, expects oil to go down to $85 a barrel. Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, expects a 75 basis point Fed hike in July. Dean Maki, Point 72 Chief Economist, says we are not currently in a recession. Henrietta Treyz, Veda Partners Director of Economic Policy, says Senate Democrats have a very shaky majority. See omnystudio.com/listener for privacy information....
Jul 06, 2022•22 min
Ben Laidler, eToro Global Markets Strategist, says a "recession freight train" is picking up speed. Amrita Sen, Energy Aspects Chief Oil Analyst, says a mild global recession is already priced into energy markets. Still, she says prices are unlikely to slip below $80-$90 a barrel. Jordan Rochester, Nomura G10 FX Strategist, says the euro's slide against the US dollar will continue due to rising natural gas prices and the risk of a global recession. John Ryding, Brean Capital Chief Economic Advis...
Jul 05, 2022•28 min
Savanthi Syth, Raymond James Airlines Managing Director, says there is still too much demand for airlines' supply. Jordan Rochester, Nomura International G-10 FX Strategist, expects emerging markets to underperform. Michael O'Rourke, JonesTrading Chief Market Strategist, expects to see decelerating inflation growth the rest of this year. Terry Haines, Pangaea Policy Founder, says congress has become more performative than legislative. See omnystudio.com/listener for privacy information....
Jul 01, 2022•19 min
Stephen Stanley, Amherst Pierpont Chief Economist, says markets are starting to smell a slowdown. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's inevitable that the Fed and other central banks will feel political pressure. Jane Foley, Rabobank Head of FX Strategy, says we could see euro-dollar parity. Seema Shah, Principal Global Investors Chief Strategist, says we could see a technical rally over the next couple of months, but it won't be sustained. See omnystudio.com/lis...
Jun 30, 2022•21 min
Steve Chiavarone, Federated Hermes Head of Multi-Asset Solutions, says the Fed has a lot of work to do to get inflation down. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says corporate bond issuance is waiting for yields to fall. Jens Nordvig, Exante Data Founder & CEO, says it will be hard for the Fed to switch back to cutting mode after they're done hiking. Greg Valliere, AGF Investments Chief US Policy Strategist, says it's possible Hillary Clinton may run for president aga...
Jun 29, 2022•21 min
Greg Peters, says financial conditions have to worsen. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says there is a 50% chance of a recession. James Stavridis, Carlyle Group Vice Chairman of Global Affairs, Former Supreme Allied Commander at NATO and Author of 'To Risk It All: Nine Conflicts & The Crucible of Decision,' says says we will see Finland and Sweden in NATO. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman and Host of 'Blo...
Jun 28, 2022•23 min
Kristen Bitterly, Citi Global Wealth Management Head of North America Investments, explains she is advocating against market timing. Lisa Hornby, Schroders Head of US Multi-Sector Fixed Income, recommends a decent amount of liquidity in your portfolio. Mohamed Younis, Gallup Editor In Chief, says the US is the most politically divided its been since the start of Gallup's measurements. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says investors are looking more optimistically i...
Jun 27, 2022•20 min
Jan Hatzius, Goldman Sachs Chief Economist, says a US recession is likely to be shallow if it happens. Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says all inflation is the same for the Fed at the moment. Tina Fordham, Fordham Global Foresight Geopolitical Strategist & Founder, discusses the tensions governments are facing over inflation and wages. Shahab Jalinoos, Credit Suisse Global Head of FX Strategy, says we're seeing the end of central banks using balance sheets to mani...
Jun 24, 2022•30 min
Amos Hochstein, Presidential Coordinator for Energy Security, says the US may be able to bring back old refineries to relieve pressure at the pump. Lithuanian President Gitanas Nauseda says Russia is acting disproportionately over the situation in Kaliningrad. Amrita Sen, Energy Aspects Chief Oil Analyst, says there is quite a lot of upside to oil demand. Andrew Hollenhorst, Citi Chief US Economist, discusses concerns about the labor market. See omnystudio.com/listener for privacy information....
Jun 23, 2022•32 min
Bill Dudley, Bloomberg Opinion, Bloomberg Economics Senior Adviser & Former New York Fed President, expects not deep recession in the US. Abby Joseph Cohen, Columbia Business School Professor & Retired Goldman Sachs Partner, says market valuations matter again. Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says sell-side analysts have stopped doing work since the era of Reg FD. Tim Gould, IEA Chief Energy Economist, says we haven't been putting enough capital i...
Jun 22, 2022•39 min
Tesla CEO Elon Musk speaks to Bloomberg Editor-in-Chief John Micklethwait about Twitter, Tesla, the economy and politics. Pooja Sriram, Barclays US Economist, says they are seeing signs of a consumer pullback. Ed Yardeni, Yardeni Research President, says a US recession would be short and shallow if it happens at all. Kevin Book, Clearview Energy Partners, says $6 a gallon of gas is not unreasonable. See omnystudio.com/listener for privacy information....
Jun 21, 2022•22 min
Sir Howard Davies, NatWest Group Chairman and Author of 'The Chancellors,' says the Bank of England needs a higher rate to give credibility to medium-term inflation outlook. Jonathan Golub, Credit Suisse Securities Chief US Equity Strategist, says markets are oversold. Heather Boushey, Council of Economic Advisers Member, says all energy options are currently on the table. Stephen Schork, The Schork Group Co-Founder and Principal, says there is more pain at the pump to come. See omnystudio.com/l...
Jun 17, 2022•28 min
Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says the risk of a recession is rising. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, expects the Bank of Japan to stay patient for longer. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says it is too early to get aggressive in markets. Rep. French Hill, (R) Arkansas, says inflation is the top concern among constituents. See omnystudio.com/listener for privacy information....
Jun 16, 2022•25 min
Lara Rhame, FS Investments Chief US Economist, says central banks need to reclaim some credibility and calm the markets. Binky Chadha, Deutsche Bank Chief Global Strategist & Asset Allocation Head, explains why they expect a recession at the end of next year. Peter Tchir, Academy Securities Head of Macro Strategy, says we may see Bitcoin reach $10,000. Dom Konstam, Mizuho Americas Head of Macro Strategy, expects a very hawkish Fed. See omnystudio.com/listener for privacy information....
Jun 15, 2022•22 min
Carl Weinberg, High Frequency Economics Chief Economist, says Jerome Powell needs to continue convincing people that the Fed will do whatever it takes to fight inflation. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says Bitcoin needs to recover more before considering it to be in a new trend. Linda Duessel, Federated Hermes Senior Equity Strategist, says now is not the time to buy. Mark McCormick, TD Securities Global Head of FX Strategy, says Bank of Japan policy itself is broken....
Jun 14, 2022•27 min
Lori Calvasina, RBC CApital Markets US Equity Strategy Head, says we are back at a crossroads for markets. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says the US consumer is losing purchasing power. Steven Wieting, Citigroup Private Bank Chief Economist & Chief Investment Strategist, expects 2023 to be a year of decline for EPS. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says his base case is still for no US recession...
Jun 13, 2022•34 min
Michael Darda, MKM Holdings Chief Economist & Market Strategist, says it is wrong to assume that inflation problems would go away with with lower crude prices. David Herro, Harris Associates Chief Investment Officer for International Equities & Portfolio Manager, says Credit Suisse should be given a chance to turn things around. Jonathan Golub, Credit Suisse Securities Chief US Equity Strategist, says the level of concern in the market is much higher than the underlying backdrop. Ellen W...
Jun 10, 2022•24 min
Julian Emanuel, Evercore ISI Chief Equity and Quantitative Strategist, outlines the conditions necessary for his bear case of the S&P 500 falling to 2,900. Nick Bennenbroek, Wells Fargo International Economist, reacts to the ECB decision. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says to invest in growth in regions outside of Europe. Seema Shah, Principal Global Investors Chief Strategist, thinks we could see a bear market rally. See omnystudio.com/listener for privacy info...
Jun 09, 2022•21 min
Laurence Boone, OECD Chief Economist, discusses the cut to their global growth forecast. Danny Blanchflower, Dartmouth College Economics Professor, says the OECD's forecast is too optimistic. Anastasia Amoroso, iCapital Chief Investment Strategist, says there is more and more evidence that we may have reached peak inflation. Ed Morse, Citigroup Global Head of Commodities Research, says "booming" US exports of petroleum products are driving the price of crude higher. See omnystudio.com/listener f...
Jun 08, 2022•26 min
Vincent Reinhart, Dreyfus and Mellon Chief Economist, says a low savings rate shows that households aren't too worried about a recession. Oliver Chen, Cowen Senior Equity Research Analyst, expects Target and other retails to have a better second half of the year. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, a lot of what the market has been facing is priced in to stocks. Mark Cabana, Bank of America Head of US Rates Strategy, says we're in the later innings of the economic cycle....
Jun 07, 2022•27 min
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, expects a material slowdown in economic growth while skirting a recession. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, says US growth is slowing, but there is no recession coming in the near-term. Helane Becker, Cowen Senior Research Analyst, says any airline besides American, Delta or United, is going to continue struggling to attract and retain pilots. Vishy Tirupattur, Morgan Stanley Global Direct...
Jun 06, 2022•23 min
Marty Walsh, US Secretary of Labor, reacts to the US jobs report. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Fed Governor, says the May employment report will spur the Fed to raise rates by 50 basis points at least through September. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the labor market is "too strong." Jerome Schneider, PIMCO Head of Short-Term Portfolio Management, explains the reasons for investors ...
Jun 03, 2022•19 min
Francisco Blanch, Bank of America Global Research Head of Global Commodities and Derivatives Research, says demand-rationing measures may be needed around world to tame record fuel prices. David Kirkpatrick, Techonomy Founder & Author of The Facebook Effect, discusses Meta after Sheryl Sandberg. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says the Fed's forecasts are aspirational. Megan Greene, Harvard Kennedy School Senior Fellow & Kroll Institute Global Chief Economist, ...
Jun 02, 2022•23 min
Howard Marks, Oaktree Capital Group Co-Founder & Co-Chairman, says market attitudes are more balanced now and sees a better investment environment for bargain hunters. Bill Dudley, Bloomberg Opinion Columnist & Federal Reserve Bank of New York Former President, says the US job market is the tightest it has ever been and suggests the Fed loosen up its approach. Stephen Schork, Schork Group Founder & President, says inflation has not peaked yet when it comes to food and energy. Deborah...
Jun 01, 2022•31 min
Mohamed El-Erian, Bloomberg Opinion & Queens' College Cambridge President, says The Fed has to decide between two policy mistakes. Christyan Malek, JP Morgan Securities Global Energy Strategist, says there is still a lot of upside to energy prices from here. Ben Laidler, eToro Global Markets Strategist, says we're in a valuation driven correction. Steven Major, HSBC Global Head of Fixed Income Research, says growth risks are growing. Jordan Rochester, Nomura G10 FX Strategist, says euro to p...
May 31, 2022•53 min
Brian Deese, US National Economic Council Director, says US economic strengths can help bring prices down. Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says margins are more of a problem than growth. James Stavridis, Former Supreme Allied Commander at NATO and Author, "To Risk It All: Nine Conflicts & The Crucible of Decision," says opening the seas to Ukraine will be the next big move in the war. Leland Miller, China Beige Book International CEO, says the economic condit...
May 31, 2022•33 min
Michael Feroli, JPMorgan Chief US Economist, says housing is coming back into balance. Geoffrey Yu, BNY Mellon Senior Strategist, says the euro will find a new, higher range but remain under-valued. Amrita Sen, Energy Aspects Chief Oil Analyst, says profit windfall taxes do not work. Jonathan Miller, Miller Samuel President & CEO, says rising mortgage are one of the best things that is happening to housing. See omnystudio.com/listener for privacy information....
May 26, 2022•22 min
Dan Yergin, S&P Global Vice Chairman, says we're back to a more fragmented and less globalized world. Ian Bremmer, Eurasia Group President, says China is the most important rising power. Scott Minerd, Guggenheim CIO, says no one has cracked the paradigm of crypto. Nela Richardson, ADP Chief Economist, says US fundamentals are strong. Karen Karniol-Tambour, Bridgewater Associates Co-CIO of Sustainable Investing, says there is no energy transition without commodities. Mikael Damberg, Swedish F...
May 25, 2022•59 min
Tom Keene and Lisa Abramowicz are live from the World Economic Forum in Davos, Switzerland. Jason Furman, Former Council of Economic Advisers Chairman, says a Fed funds rate of 4% or higher is completely plausible. Rebecca Patterson, Bridgewater Chief Investment Strategist, warns of a "vulnerable" dollar. John Kerry, US Special Climate Envoy and Former US Secretary of State, discusses the economic opportunity of climate change. Joseph Stiglitz, Columbia University Professor & Nobel Prize-Win...
May 23, 2022•1 hr
