Sinopsis
Tom Keene, Jon Ferro, and Pimm Fox 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.
Episodios
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Surveillance: Sri-Kumar Says Give Monetary Policy A Rest
15/09/2016 Duración: 41minU.S. Council of Economic Advisers Chairman Jason Furman says U.S. productivity growth is too slow. Grisanti Capital Management CEO Christopher Grisanti recommends holding cash and being selective on stocks. Sri-Kumar Global Strategies founder Komal Sri-Kumar criticizes Bank of England Governor Mark Carney for moving too quickly in August.
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Surveillance: Fed on the Edge of Effectiveness
14/09/2016 Duración: 36minCarl Tannenbaum, Northern Trust Company's chief economist, on the dangerous path of Japanese demographics. PK Verleger President Phil Verleger defends his outlier call on oil. And UBS' Drew Matus on four key inflation charts.
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Surveillance: Rogoff On the Curse of Cash
13/09/2016 Duración: 46minHarvard University Professor Kenneth Rogoff makes the case for eliminating most paper money. Evercore Partners founder Roger Altman dismisses concern over Hillary Clinton's health. Martin Feldstein, president emeritus of the National Bureau of Economic Research, says the Fed has a risky strategy, while Yale University Professor Robert Shiller says the central bank is out of ammunition.
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Surveillance: Desai Says the Days of Globalization Are Over
12/09/2016 Duración: 37minThe London School of Economics' Lord Meghnad Desai says we need helicopter money. Also, American Action Forum President Douglas Holtz-Eakin says the Fed is unpopular right now. OECD's William White says negative rates risk backfiring. And finally, Goldman Sachs' Jeff Currie says commodity markets are near equilibrium.
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Surveillance: Stern Says Fed Committed to Data-Dependency
09/09/2016 Duración: 38minMorgan Stanley's Ellen Zentner says the Fed is itching to move rates. Also, PIMCO Executive Vice President, Libby Cantrill, believes the same party that wins the White House will win the Senate. And finally, former Minneapolis Fed President Gary Stern: "I would vote for a Fed rate hike."
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Surveillance: Draghi Will Run Out of Assets to Buy
08/09/2016 Duración: 31minPiper Jaffray's Gene Munster says Apple's AirPods aren't likely to backfire. Also, Manulife's Megan Greene says ECB is following in BOJ's footsteps. And finally, PWC's Mitch Roschelle says that London still holds huge appeal post-Brexit.
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Surveillance: El-Erian Says Fed Rate Hike Likely in 2016
07/09/2016 Duración: 01h57sCLSA's Mike Mayo calls JPMorgan the LeBron James of banking; Allianz's Mohamed El-Erian says central banks are becoming less effective; Willett Advisors' Steve Rattner says U.S. trade deals didn't address lower wages; Amherst Pierpont's Stephen Stanley says the Fed can't be patient and gradual. And finally, NHL Commissioner, Gary Bettman: "There's nothing better than live sports, we're the ultimate reality show."
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Surveillance: Putin is an Unreformed NATO Hater
06/09/2016 Duración: 44minKissinger Associates' Bob Hormats says the U.S. political environment is almost fact-free. Also, the Fletcher School's James Stavridis says that NATO underestimated the Russian response to NATO's expansion. And finally, the Gartman Letter's Dennis Gartman says ethanol is a terrible fuel.
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Surveillance: Gross: September Rate Hike is On
02/09/2016 Duración: 37minJPMorgan International Chairman Jacob Frenkel says negative rates are not healthy for the financial system; Harvard Kennedy School's Nicholas Burns says Vladimir Putin respects a show of force; Janus Capital's Bill Gross: September rate hike odds are close to 100%; and PIMCO's Scott Mather says Fed's "forward misguidance" campaign continues.
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Surveillance: Warther: VIX Needs a Catalyst
01/09/2016 Duración: 31minStewart Warther, BNP Paribas Equity Strategist, and David Kotok, Cumberland Advisors Chairman, on what will drive volatility higher; Admiral James Stavridis, Dean of Tufts University Fletcher School, on G20 meeting and Russia-Turkey relations; and Stephen Schork, Schork Group President, says the cruel summer has been phenomenal for energy.
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Surveillance: Once Again, Doubt About the Fed
31/08/2016 Duración: 30minAtlantic Equities Bank Analyst Chris Wheeler says he doesn't expect a merger of big banks in Germany. Also, Ed Morse, head of commodities research at Citigroup, sees $65 oil by the end of 2017 and thinks "OPEC is dead." And finally, Chicago Booth Professor and Clinton Advisor Austan Goolsbee says 25% chance of recession by late 2017.
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Surveillance: Fed's Fischer Says Negative Rates Seem to Work
30/08/2016 Duración: 26minFederal Reserve Vice Chairman Stanley Fischer says negative interest rates seem to be working in other countries, while reinforcing that they aren’t on the table in the U.S. Adam Posen, president of the Peterson Institute for International Economics, reacts to Fischer's interview.
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Surveillance: Taylor Rule Author: Fed Should Already Have Moved
29/08/2016 Duración: 44minDid the Fed blow it? Stanford University economist John Taylor says Federal Reserve policymakers erred by failing raise interest rates so far this year and the policy is “confusing people.” Also, Peter Hooper, chief economist at Deutsche Bank, says a stronger dollar will slow the pace of Fed hikes. And finally, Ira Jersey, a senior client portfolio manager at OppenheimerFunds, says a flatter yield curve this time around isn't a recession indicator.
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Surveillance: The Fed Presidents Speak at Jackson Hole
26/08/2016 Duración: 52minSt. Louis Fed President James Bullard says the central bank is close to its goals; Dallas Fed President Robert Kaplan says the path of Fed rate hikes going forward will be flatter; Atlanta Fed President Dennis Lockhart says he can see two rate hikes this year; NYU's Brad Hintz says negative rates are crushing bank balance sheets; Columbia Business School Dean Glenn Hubbard and Barclays' Michael Pond discuss the Fed's policy toolbox.
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Surveillance: Jackson Hole Host Says Raise Rates
25/08/2016 Duración: 40minKansas City Fed President Esther George: "Time is right" for a near-term rate hike; Howard Ward, GAMCO chief investment officer, says we're running up against the law of diminishing returns when it comes to monetary policy; and Wendy Schiller, Brown University political science professor says Donald Trump is doing us a favor by exposing a lot of flaws in our nomination system.
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Surveillance: Trump Will Cut Taxes for Everyone
24/08/2016 Duración: 44minDavid Malpass, Donald Trump Economic Advisor, says Trump will cut taxes for everyone; Dominic Konstam, Deutsche Bank Global Head of Rates Research, "stunned" by poor productivity numbers; David Kotok, Cumberland Advisors Chairman, previews Jackson Hole; and Doug Duncan, Fannie Mae Chief Economist, discusses the housing market.
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Surveillance: America's Millions of Uncountable Unemployed
23/08/2016 Duración: 33minJim Glassman, senior economist at JPMorgan Securities, says the U.S. unemployment rate may be 6.47 percent; Michael Pond, head of inflation market strategy at Barclays Global, speaks about the distinction between inflation expectations and inflation compensation; and Danny Blanchflower, a former BOE policymaker, says it could take up to six months to understand Brexit's impact on the U.K. economy.
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Surveillance: Davies, Herro, El-Erian
22/08/2016 Duración: 37minTom Keene and Francine Lacqua, filling in for Michael McKee, bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss monetary policy with RBS' Howard Davies; banks with Harris Associates' David Herro; and central banks with Allianz's Mohamed El-Erian.
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Surveillance: Levitt, Meyer, Newport, Darda
19/08/2016 Duración: 46minTom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss profit margins with OppenheimerFunds' Brian Levitt; the Fed with Bank of America Merrill Lynch's Michelle Meyer; election polls with Gallup's Frank Newport; and fed rates with MKM Holding's Michael Darda.
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Surveillance: Stiglitz, Valliere, Zentner, Ross
18/08/2016 Duración: 38minTom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss his book, "The Euro: How a Common Currency Threatens the Future of Europe," with Columbia University's Joe Stiglitz; Donald Trump with Horizon Investments' Greg Valliere; the Fed with Morgan Stanley's Ellen Zentner; and Brexit's effect on scotch whisky with Edrington CEO, Paul Ross.