Surveillance: Risk That Fed Could Go Faster, Kiesel Says
Published January 5, 2017
|
51 min
    Download
    Add to queue
    Copy URL
    Show notes
    PIMCO's Mark Kiesel says the main risk to the U.S. is a pickup in inflation. Prior to that, Jason Trennert, Strategas Research Partners' chairman, says the Fed is content to let inflation run a little hot. Stewart Warther, BNP Paribas' derivatives strategist, says there is less informational advantage in recent years. John Kernan, a consumer research analyst at Cowen & Co., says things are going to get ugly in retail. Finally, Drew Matus, UBS' deputy chief U.S. economist, says he is anticipating an unchanged unemployment rate on jobs day.
      15
      15
        0:00:00 / 0:00:00