Surveillance: Europe Better Off Without the Euro, Bootle Says
John Normand, JPMorgan Head of Cross-Asset Fundamental Strategy, Morris Reid, Mercury LLC Partner, and Tony Gardner, Former U.S. Ambassador to the EU, discuss their expectations for the World Economic Forum starting Monday in Davos. Julian Emmanuel, BTIG Chief Equity & Derivatives Strategist, expects favorable news regarding an easing of sanctions to Chinese imports. Pippa Malmgren, H Robotics Co-Founder & Former U.S. Presidential Advisor to President George W. Bush, shares her optimist outlook for the world economy. Roger Bootle, Capital Economics Founder & Chairman, says Europe would be better off without the euro.
Surveillance: The Phillips Curve Is Still In Play, Posen Says
Arthur Levitt, Former SEC Chairman, remembers John Bogle's legacy. Jane Foley, Rabobank Head of FX Strategy & Senior Currency Analyst, says the fundamentals of both the euro and the dollar are deteriorating. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst, talks how U.S. banks were forced to become bank holding companies after the crisis. Simon French, Panmure Gordon Chief Economist, compares the economic outlook in the U.S. and Europe. Adam Posen, PIIE President and former member of BOE Monetary Policy Committee, says the Phillips curve is definitely still in play.
Surveillance: Cameron Landed Us In This Mess, Skidelsky Says
Charles Peabody, Portales Partners LLC President, recaps U.S. bank earnings with us. Lord Robert Skidelsky, House of Lords Member, says David Cameron landed the U.K. in the Brexit mess without adequate preparation. Chuck Robbins, Cisco Chairman and CEO, says the migration to cloud is driving their growth. Baroness Helena Kennedy, House of Lords Member, says the DUP have Theresa May "by the tail" over the Northern Ireland border agreement.
Surveillance: Shutdown Won't Impact Economy, Taylor Says
Sonali Basak, Bloomberg Investment Banking Reporter, joins us to break JPMorgan's earnings. Brian Levitt, Oppenheimer Funds Senior Investment Strategist, says the U.S. is slowing back to trend. Ken Leon, CFRA Global Director of Research, says to be cautious on banks. Victoria Hewson, Institute of Economic Affairs' International Trade & Competition Unit Senior Counsel, discusses trade scenarios under Brexit. John B. Taylor, Stanford University Professor of Economics, does not think the government shutdown will impact the economy.
Surveillance: Brexit Is A Stagflation Event, Weinberg Says
Carl Weinberg, High Frequency Economics Chief Economist, says Brexit is a stagflation event. Fred Cannon, KBW Global Director of Research, previews the U.S. bank earnings coming up this week. Leslie Vinjamuri, Chatham House Head of U.S. & Americas Programme, thinks Republicans will have to present the President with a plan to break the gridlock. John Butler, Bloomberg Intelligence TMT Team Leader, discusses Apple music versus Spotify.