
Tom Keene, Jon Ferro, Lisa Abramowicz, and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.
Latest Episodes
- Surveillance: US Growth with HatziusJan Hatzius, Goldman Sachs Chief Economist, discusses why his firm cut their US growth forecast. Dana Telsey, Telsey Advisory Group CEO and Chief Research Officer, says digital sales are moderating and consumers are shifting back to brick-and-mortar. Scott Clemons, Chief Investment Strategist, Brown Brothers Harriman, says the market is too pessimistic about the risk of inflation. Winnie Cisar, Creditsights Global Head of Credit Strategy, says we're moving into the credit risk phase of the selloff.
- Surveillance: Kuleba Rules Out Cease-FireUkrainian Foreign Minister Dmytro Kuleba rules out offering Putin options for a cease-fire. Mark Esper, Former US Secretary of Defense, says the US needs to be careful about how it deals with China. Amanda Lynam, Goldman Sachs Senior Credit Strategist, sees triple-B firms as the sweet spot. William Lee, Milken Institute Chief Economist, says this is the fist time in the history of the Fed that it may be able to escape crushing the economy to bring inflation down to its target level. Christian Nolting, Deutsche Bank Private Bank Global CIO, says it's time to go back to neural on stocks.
- Surveillance: Inflation Expectations with RajanRaghuram Rajan, University of Chicago Booth School Professor & Former Reserve Bank of India Governor, says the market believes the Fed is serious about inflation. Angela Stent, Brookings Nonresident Senior Fellow & “Putin’s World” author, says Putin's army is over-extended. Barton Crockett, Rosenblatt Securities Tech Analyst, doesn't see Elon Musk backing down from the Twitter deal. Megan Greene, Harvard Kennedy School Senior Fellow & Kroll Institute Global Chief Economist, says a soft landing will be tough for the Fed to achieve. Mike Schumacher, Wells Fargo Head of Rates and Macro, says the market has to price in a lot more Fed tightening.
- Surveillance: Valuation with Mueller-GlissmannChristian Mueller-Glissmann, Goldman Sachs Head of Portfolio Strategy, says markets are going through a valuation reset. Gabriela Santos, JPMorgan Global Market Strategist, is investing based on a soft landing from the Fed. Steve Ricchiuto, Mizuho Americas Chief US Economist, says we are in the final stage of what is going to be a significant bear market. Rep. French Hill, (R) Arkansas, says Jay Powell deserves a second term as Fed chair.
- Surveillance: Inflation Persistence with DudleyBill Dudley, Bloomberg Opinion Columnist, Bloomberg Economics Senior Advisor & Former New York Fed President, says the Fed hasn't been forceful enough in stating and achieving goal. Michael Darda, MKM Partners Chief Economist & Macro Strategist, says it is clear the Fed missed the boat on tightening. Carl Weinberg, High Frequency Economics Chief Economist & Managing Director, says the only tool monetary policy has to bring the rate of price increases down is to cause a recession. Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, wonders whether Disney needs to reassess their streaming strategy.
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