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Christyan Malek, JP Morgan Securities Global Head of Energy Strategy, sees oil normalizing towards $100. Jordan Rochester, Nomura G-10 FX Strategist, says the dollar strength is already near levels where it is becoming disruptive. Saira Malik, Nuveen CIO, says the soft landing narrative is being challenged. Janet Henry, HSBC Global Chief Economist, says this is an unusual cycle.
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Episodios anteriores
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3952 - Surveillance: $100 Oil with JP Morgan's Malek Fri, 22 Sep 2023
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3951 - Bonus Surveillance: The Bloomberg Global Credit Forum Thu, 21 Sep 2023
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3950 - Surveillance: Bullard on a Soft Landing Thu, 21 Sep 2023
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3949 - Instant Reaction: Jay Powell on Fed Policy Wed, 20 Sep 2023
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3948 - Instant Reaction: The Fed Decides Wed, 20 Sep 2023
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3947 - Surveillance: Cathie Wood on Investing Wed, 20 Sep 2023
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3946 - Surveillance: Kettner: Bullish tech Tue, 19 Sep 2023
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3945 - Surveillance: Big Week for Central Banks Mon, 18 Sep 2023
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3944 - Surveillance: UAW begins strike Fri, 15 Sep 2023
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3943 - Chief Future Officer: Ursula Hurley, JetBlue Thu, 14 Sep 2023
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3942 - Surveillance: US CPI with Porcelli Wed, 13 Sep 2023
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3941 - Surveillance: JPM's Michele on the Fed Tue, 12 Sep 2023
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3940 - INTRODUCING: Bloomberg News Now Tue, 12 Sep 2023
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3939 - Surveillance: Recession Risk with Loh Mon, 11 Sep 2023
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3938 - Surveillance: Stepping on Brakes with Slok Fri, 08 Sep 2023
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3937 - Surveillance: Buy the AI Dip with Amoroso Thu, 07 Sep 2023
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3936 - Surveillance: Sluggish Economy with Calvasina Wed, 06 Sep 2023
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3935 - Surveillance: Dutta on the Fed Tue, 05 Sep 2023
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3934 - Surveillance: US adds 187,000 jobs Fri, 01 Sep 2023
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3933 - Surveillance: Hollenhorst on the Fed Thu, 31 Aug 2023
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3932 - Surveillance: 'Screaming Buy' with Lyngen Wed, 30 Aug 2023
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3931 - Jackson Hole Special - Odd Lots Podcast: Barry Eichengreen on the New Era of High Government Debt Tue, 29 Aug 2023
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3930 - Surveillance: Dollar Call with Verrone Tue, 29 Aug 2023
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3929 - Jackson Hole Special: Odd Lot Podcast - Darrell Duffie On How to Fix the World’s Most Important Market Mon, 28 Aug 2023
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3928 - Surveillance: US Fragmentation with Peterson Mon, 28 Aug 2023
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3927 - Bonus Content: Odd Lots x Surveillance discuss Jackson Hole Sat, 26 Aug 2023
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3926 - Surveillance Special: Lagarde at Jackson Hole Fri, 25 Aug 2023
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3925 - Surveillance: Live From Jackson Hole '23 Fri, 25 Aug 2023
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3924 - Surveillance: US Eco. Reacceleration with Bullard Thu, 24 Aug 2023
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3923 - Surveillance: Ricchiuto on Idiosyncratic Risk Wed, 23 Aug 2023
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3922 - Surveillance: Kaminski on a 6% 10-Year Yield Tue, 22 Aug 2023
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3921 - Surveillance: Market Correction with Emanuel Mon, 21 Aug 2023
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3920 - Surveillance: Bond Vigilantes with Yardeni Fri, 18 Aug 2023
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3919 - Surveillance: Tight Spreads with Athey Thu, 17 Aug 2023
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3918 - Surveillance: Equity Top with Kaiser Wed, 16 Aug 2023
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3917 - Surveillance: Market Cracks with Bob Doll Tue, 15 Aug 2023
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3916 - BREAKING NEWS: Trump Indicted Again Tue, 15 Aug 2023
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3915 - Surveillance: Mayo on Future of GS Mon, 14 Aug 2023
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3914 - Surveillance: Hollenhorst on Soft Landing Fri, 11 Aug 2023
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3913 - Surveillance: US July CPI with Dutta Thu, 10 Aug 2023
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3912 - Surveillance: Cabana on the Fed Wed, 09 Aug 2023
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3911 - Surveillance: Chadha on 'The Wobble' Tue, 08 Aug 2023
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3910 - Surveillance: Market Pause with Calvasina Mon, 07 Aug 2023
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3909 - US adds 187,000 Jobs (Podcast) Fri, 04 Aug 2023
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3908 - Surveillance: BOE Lifts Rates to 5.25% Thu, 03 Aug 2023
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3907 - Surveillance: Fitch Cut, Trump Indictment Wed, 02 Aug 2023
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3906 - Instant Reaction: Donald Trump Indicted Tue, 01 Aug 2023
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3905 - Surveillance: Fed Cuts with Ausenbaugh Tue, 01 Aug 2023
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3904 - Surveillance: Levitt's Mkt. Outlook Mon, 31 Jul 2023
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3903 - Surveillance: BOJ Jolt with BNY Mellon's Yu Fri, 28 Jul 2023
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