Surveillance: It's The Brexit Deal That Works, Phillipson Says
Stephen Roach, Yale University Professor, says there might be some type of standstill agreement between China and the U.S. in the Buenos Aires meeting. Antony Phillipson, British Consul General to New York, highlights the need to deliver some certainty on Brexit. Margaret Brennan, CBS Face the Nation Host, will discuss the record number of women in Congress during her next show. Stephanie Wissink, Jefferies Managing Director & Consumer Research Analyst, says the baton has shifted from baby boomers to millennials being the population driver for consumer goods.
Surveillance: Hard Brexit Looks Very Tangible, Foley Says
Jane Foley, Rabobank Head of FX Strategy & Senior Currency Analyst, says the prospects of a hard Brexit look very tangible today. Neil Callanan, Bloomberg's London Bureau Chief, thinks Theresa May will struggle in a leadership contest. Danny Blanchflower, Darmouth Professor & Former BOE Monetary Policy Committee Member, thinks the current Brexit deal will collapse. And John Carreyou, Author of "Bad Blood", details the writing process for his book on Elizabeth Holmes and Theranos.
Surveillance: Confidence In Draghi Is Diminishing, Rahbari Says
Ebrahim Rahbari, Citi Global Head of Content & G10 FX Strategy, says confidence in Draghi is diminishing. David Herro, Harris Associates CIO of International Equities, thinks European stocks are especially undervalued today. Toby Moskovitz, Heritage Equity Partners President & Founder, proposes that Amazon creates a requirement for local hiring and job training. Dana Telsey, Telsey Advisory Founder, says product innovation contributes Macy's strong earnings. David Rubenstein, Carlyle Group Co-Chairman & Co-Founder, previews his interview with Former Fed Chair Alan Greenspan.
Surveillance: The Economy of Seattle Meets Arlington & Queens
Kim Wallace, Eurasia Group Managing Director of U.S., thinks people are growing comfortable with the notion of socializing health care in America. Nancy Ognanovich, Congressional Leadership Reporter For Bloomberg Government, says funding the government will be the Congress priority. Greg Boutle, BNP Head of Equity & Derivative Strategy, expects a slowdown in nominal GDP next year. Bill Smead, Smead Capital Management CEO & CIO, describes how Seattle has changed as Amazon has grown.
Surveillance: We Still Have Work To Do, Rep. Scalise Says
Jim Glassman, JPMorgan Chase Commercial Banking Head Economist, says of all the things he worries about, the Fed is not on that list. Kevin Book, Clearview Energy Partners Head of Research, talks the supply and demand picture for crude oil. Rep. Steve Scalise (R-LA) lays out his plans for his last few months as House Majority Whip. Priya Misra, TD Securities Head of Global Interest-Rates Strategy, says you don't have to take on a ton of treasury risk to get big returns. Tyler Brule, Monocle Editor-In-Chief, takes a close look at soft power.