logo
episode-header-image
Oct 2020
27m 29s

Surveillance: Recovery Risk With Deustch...

bloomberg
About this episode

Michael Cloherty, UBS Head of U.S. Rates Strategy, says there's not much of a hedge benefit from Treasuries at current levels. David Riley, BlueBay Asset Management Chief Investment Strategist, sees more upside potential in the U.S. Julie Norman, University College London Political Science Professor, says this is a vulnerable moment for the United States. Brett Ryan, Deutsche Bank Senior U.S. Economist, warns a lack of fiscal stimulus could delay the economic recovery.

Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Up next
Sep 2021
Surveillance: The Covid Economy With Tooze
Adam Tooze, Columbia University Professor and Author, "Shutdown: How Covid Shook the World Economy", discusses the Covid crisis and the stalled recovery amid the virus’s resurgence. Megan Greene, Harvard Kennedy School Senior Fellow, says she is not worried about runaway inflatio ... Show More
32m 41s
Sep 2021
Surveillance: Jobs Day Miss With Walsh
Marty Walsh, U.S. Labor Secretary, discusses the disappointing U.S. jobs report. Priya Misra, TD Securities Global Head of Rates Strategy, says the U.S. Economic recovery will continue to come in fits and starts. Jeff Rosenberg, BlackRock Senior Portfolio Manager of Systematic Mu ... Show More
33m 24s
Sep 2021
Surveillance: NYC Flooding With MTA's Lieber
Janno Lieber, MTA Acting Chairman and CEO, says the MTA and New York City need to work in partnership to improve infrastructure and mitigate flash flood risk. Steven Ricchiuto, Mizuho Chief U.S. Economist, says the work from home environment is limiting the ability to find specif ... Show More
25m 29s
Recommended Episodes
Jan 2024
Vanguard Sees Recession Risk; Dish Blowup Rattles Junk
 The US economy is at risk of tipping into recession in the second half of this year, putting pressure on corporate debt markets, says Chris Alwine, global head of credit at Vanguard. “What would precipitate that shallow recession is that corporations are just not hiring, with a ... Show More
45m 31s
Jun 2018
Why It's Time To Be More Optimistic On EM Assets: PGIM's Rajan
Arvind Rajan, Managing Director and Head of Global and Macro at PGIM Fixed Income, on why it’s time to turn more optimistic on emerging-market assets. Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, on the U.S. Treasury's plan to use emergency CFIUS law to c ... Show More
31m 48s
May 2023
The Return Of Bank Runs | Sheila Bair, Former FDIC Chair
During her tenure as Chair of the Federal Deposit Insurance Corporation (FDIC) from 2006 to 2011, Sheila Bair managed over 300 bank failures, including the collapse of Washington Mutual in September 2008, the largest bank failure in American history.Bair joins Forward Guidance to ... Show More
57m 15s
Aug 2018
PineBridge Sees Worsening Value in CCC, BBB Rated Bonds
Steven Oh, Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments, discusses his outlook for the second half of 2018 and early 2019. Brian Wieser, Senior Research Analyst for Pivotal Research Group, discusses his outlook for Viacom and ... Show More
32m 39s
May 2024
57. How to fix UK growth, why economists fail, and restructuring our economic institutions - Andy Haldane
What’s caused the UK’s growth problem and how can we fix it? Does the UK need more domestic investment? Should our economists be able to predict crises? As interest rates are left unchanged at a 16-year high of 5.25%, join Robert as he interviews Andy Haldane, former Chief Econom ... Show More
49m 17s
Jun 2024
Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Barry Knapp on Twitter https://x.com/barryknapp?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorFollow VanEck on Twitter https://twitter ... Show More
1h 19m
May 2023
State of Play: Geopolitics, US Foreign Policy, and NATO Enlargement — with Jeffrey Sachs
Jeffrey Sachs, a world-renowned economics professor at Columbia University, joins Scott to discuss the state of the nation’s debt ceiling – specifically as it relates to military spending. We also hear Professor Sachs’ take on the broader geopolitical landscape, as well as the wa ... Show More
58m 55s
Apr 2024
Columbia's Stiglitz Doubts Direction of Fed Policy
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Columbia University Professor and Nobel Laureate Economist Joseph Stiglitz shares his thoughts on the US economy and discusses his book The Road to Freedom: Economics and the Good Society. Bloomberg News US Sem ... Show More
48m 32s