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: Inflation Elation with Tallbacken's PurvesKathryn Kaminski, AlphaSimplex Chief Research Strategist, says market may be at an inflection point. Michael Purves, Tallbacken Founder & CEO, examines today's optimism in the market. Jim Paulsen, The Leuthold Group Chief Investment Strategist, says stop worrying whether the Federal Reserve is done raising interest rates because the tightening cycle for financial assets has already ended. Matthew Luzzetti, Deutsche Bank Securities Chief US Economist, weighs recession risks. Andrea Bonomi, Investindustrial Founder, discusses the factors behind the private equity firm's $950 million deal for a significant portion of TreeHouse Foods’s meal-prep business.
- Surveillance: White House & Wall Street Reacts to CPI DataBrian Deese, White House Director of the National Economic Council, says inflation report is a positive signal and says labor market strength will continue. Michael Pond, Barclays Head of Global Inflation-Linked Research, says inflation report reinforces the Barclays view that the Fed is likely to slow the pace of rate hikes to 50 basis points at the September meeting. Michael Gapen, BofA Global Research Head of US Economics, says that inflation will be sticky, particularly in services. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says inflation report is a huge sigh of relief for the Fed.
- Surveillance: Investors Eye Inflation DataClaudia Sahm, Jain Family Institute Senior Fellow & Bloomberg Opinion Columnist, sees a disrupted economy beginning to heal. Greg Peters, PGIM Fixed Income Co-CIO, says the bond market is reflecting a new reality. Greg Valliere, AGF Investments Chief US Policy Strategist, explains why the FBI search of Donald Trump's Florida home could be a plus for the former president. Neil Dutta, Renaissance Macro Research Head of US Economic Research, says the economy is not out of the woods. Admiral James Stavridis, Bloomberg Opinion Columnist & "To Risk It All" Author, discusses U.S.-China relations in the wake of House Speaker Nancy Pelosi's trip to Taiwan.
- Surveillance: JPMorgan Sees Choppy Market AheadJoyce Chang, JPMorgan Chair of Global Research, warns of a choppy market ahead. Peter Tchir, Academy Securities Head of Macro Strategy, says a Fed pivot will be negative for equities. Dana Peterson, The Conference Board Chief Economist, says labor shortages are here to stay. Libby Cantrill, PIMCO Head of Public Policy, discusses winners and losers in Democrats’ signature tax and climate bill.
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