Tom Keene, Jon Ferro, 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.
Ed Hyman, Evercore ISI Chairman, says retail pricing power is at the most ever. Peter Hotez, National School of Tropical Medicine at Baylor College Dean of Medicine, says an anti-science mindset is killing Americans. More
James Athey, Aberdeen Standard Investments Senior Investment Manager, says the ECB is stuck in a trap of its own creation. Julia Coronado, MacroPolicy Perspectives President & Founder, expects Fed Chair Powell to lay the groundwork for markets to expect a withdrawal of some liquidity support. More
Eric Freedman, U.S. Bank Asset Management Chief Investment Officer, says he is still sticking with a growth mentality. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says vaccines should not be a political issue. More
Brad Stone, Bloomberg Global Technology Senior Executive Editor and Author of “Amazon Unbound: Jeff Bezos and the Invention of a Global Empire,” discusses Jeff Bezos and what’s driving his space ambitions. More
Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, warns of a global slowdown that could end up in recession. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the bond market is in limbo. More
Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, expects a potential pleasant surprise in second-quarter earnings. Robert Tipp, PGIM Chief Investment Strategist and Head of Global Bonds, says 2021 will be a transition year for rates. More
Federal Reserve Bank of St. Louis President James Bullard says the central bank is in a situation where it can start to taper its bond-buying purchases. Michael Feroli, JPMorgan Chief U.S. More
Marriott International CEO Anthony Capuano discusses lessons learned from the pandemic, the competition for workers, expansion plans in China, and global demand for travel. Ken Leon, CFRA Global Director of Equity Research, says a more conservative consumer is the big story to watch in the next quarter for banks. More
Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy amd Large Cap Bank Analyst, examines second-quarter results from JPMorgan. Anastasia Amoroso, iCapital Network Chief Investment Strategist, says there are more catalysts to come for the banking sector. More
Michelle Meyer, BofA Securities Head of U.S. Economics, sees the U.S. economy continuing to grow well above trend after the expected peak in the second quarter. Troy Gayeski, SkyBridge Partner and Senior Portfolio Manager, says value plays still have legs. More
Bloomberg Opinion Columnist and Former New York Fed President William Dudley discusses the outlook for the labor market and Fed monetary policy. David Riley, BlueBay Asset Management Chief Investment Strategist, says the market is underpricing the Fed. More
Eric Adams, Democratic Nominee for NYC Mayor & Brooklyn Borough President, lays out his vision for New York City and discusses policing and public safety. Pete Buttigieg, U.S. Secretary of Transportation, says the Biden administration is not yet ready to lift restrictions on international travel to the U.S. More
Abby Joseph Cohen, Goldman Sachs Senior Investment Strategist, sees the market as “roughly at fair value.” Frederic Mishkin, Columbia University Graduate School of Arts & Sciences Professor of Banking & Financial Institutions, says monetary policy may be behind the curve because inflation won’t be as temporary as the Fed thinks. More
Richard Haass, Council on Foreign Relations President & Author, “The World: A Brief Introduction”, says he is most worried about a divided America. Chris Grisanti, MAI Capital Chief Equity Strategist & Senior Portfolio Manager, says the confrontation over tech in China is a big concern. More
Marty Walsh, U.S. Secretary of Labor, reacts to the U.S. June jobs report. Priya Misra, TD Securities Global Head of Rates Strategy, says the bond market is running with a more hawkish reaction function from the Fed. More
Ed Yardeni, Yardeni Research President, says tapering is coming and the bond market will be somewhat freer for it. Constance Hunter, KPMG Chief Economist, says vaccine hesitancy and child care are the things holding people back from the labor force. More
Jared Woodard, Bank of America Research Investment Committee Head, says the fear of over-positioning is misplaced. Vishy Tirupattur, Morgan Stanley Head of Fixed Income Research, says credit valuations have gotten so tight that there is not a lot of buffer for any change in the Fed’s response function. More
Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, looks ahead to what he thinks could be a perplexing jobs report. Mona Mahajan, Allianz Global Investors Senior U.S. Investment Strategist, says to expect more interest to come in the tech trade. More
Mario Gabelli, Gabelli Funds Chairman & CEO, discusses his equity picks and outlook including batteries in the next 3-4 years as he sees great potential in the sector. Lori Calvasina, RBC Capital Markets U.S. More
Jennifer Granholm, U.S. Secretary of Energy, says any sale from the strategic petroleum reserve to pay for infrastructure plans would be limited. Representative French Hill, Republican Congressman Arkansas, says the infrastructure deal is not dead on arrival. More
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