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    Surveillance: Pick Value, Inker Says

    Ben Inker, GMO Head of Asset Allocation, says value stocks have been “left behind” for no good economic reason. Bob Hormats, Tiedemann Advisors Managing Director, says we need stronger cooperation with India to help combat terrorist groups.   More

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    Surveillance: Jackson Hole

    Raphael Bostic, Federal Reserve Bank of Atlanta President, says the Fed should be trying to get policies back into a more normal situation. Patrick Harker, Federal Reserve Bank of Philadelphia President, says the Fed should finished tapering before considering a rate hike.   More

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    Surveillance: Taper Time With Fed's George

    Esther George, Federal Reserve Bank of Kansas City President, says it’s time to get started on scaling back bond buying even though the delta variant poses a risk. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, expects yields back up a bit by year’s end.   More

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    Surveillance: China & Fed With Beschloss

    Afsaneh Beschloss, RockCreek Group Founder & CEO, discusses how China’s energy industry stands to benefit from the Taliban takeover of Afghanistan and what a tapering of Federal Reserve monetary policy could mean for global markets.   More

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    Surveillance: Fed Tapering With Peters

    Greg Peters, PGIM Head of Multi-Sector and Strategy, does not see yields higher after the Fed tapers. Dan Kurtz-Phelan, Foreign Affairs Editor & Council on Foreign Relations Peter G. Peterson Chair, discusses how Afghanistan has shaped U.S.   More

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    Surveillance: Jackson Hole With Reinhart

    Vincent Reinhart, Mellon Chief Economist and Macro Strategist, says the delta variant is Jay Powell’s taper “ace card.” Dennis Gartman, Chairman of the University of Akron’s Endowment Fund and Retired Editor of The Gartman Letter, says smart money has been leaving the market since July.   More

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    Surveillance: U.S. Debt & Afghanistan With Lew

    Jacob J. Lew, Former U.S. Treasury Secretary, says it’s extremely dangerous not to support a debt limit. Nicolai Tangen, Norweigen Sovereign Wealth Fund CEO, says the size of the world’s biggest sovereign fund makes it difficult to dodge inflation.   More

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    Surveillance: Retail Sales Miss With Gapen

    Michael Gapen, Barclays Chief U.S. Economist, the U.S. retail sales miss reflects more the comedown from stimulus payments than delta variant fears. David Stubbs, JPMorgan Chase Bank Global Head of Market Strategy, says we are in the midst of a productivity shock.   More

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    Surveillance: Taliban Control With Haass

    Richard Haass, Council on Foreign Relations President & Author of “The World: A Brief Introduction,” says the Taliban is worse now than in 2002. Chris Marangi, Gabelli Funds Co-CIO of Value, says says value is harder to find now than a year ago.   More

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    MGM's Tricky Recovery Path; Miners' Carbon Transition

    In this week’s broadcast featuring Bloomberg Intelligence analysts and their research, Brian Egger lays out the perilous road in Las Vegas and Macau that MGM is traveling to recovery. Shaheen Contractor discusses BI’s new carbon transition scores and targets for global miners, and offers her take on who can meet the Paris climate accord targets.   More

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    Surveillance: Yields Levels With Boivin

    Jean Boivin, BlackRock Investment Institute Head, says we’re seeing a complete disconnect between the macro outlook and the movement in yields. Dean Curnutt, Macro Risk Advisors Founder & CEO, says “inflation is transitory” is like the “sub-prime is contained” of 2021.   More

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    Surveillance: U.S. Inflation With Kelly

    David Kelly, JPMorgan Asset Management Chief Global Strategist, reacts to U.S. inflation data. Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm’s Investment Committee, investment in people and infrastructure will drive productivity more than investment in technology.   More

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    Surveillance: Margin Pressure With Wilson

    Mike Wilson, Morgan Stanley Chief U.S. Equities Strategist, warns of margin degradation into 2022. Esther Duflo, Nobel Prize winning Economist and Massachusetts Institute of Technology Professor, discusses her studies about poverty in the global economy.   More