Tag Archives: Cool Video

We tried a CNBC hook-up in Asia via Skype on February 25. I did not think there would be a clip, but I stumbled on it looking for something else. Click here for the roughly 2.5-minute interview done from my apartment in NYC. The discussion is on Brexit and sterling. [embedded content] Related posts: Cool Video: Clip from CNBC Squawk Box FX Daily,...

Varney and Company on Fox Business TV - Click to enlarge I joined Varney and Company on Fox Business TV earlier today. Varney had liked by bullish call on stocks from the end of last year, but seemed dismayed that I have turned cautious. I suggested that the S&P are approaching a key area a little above 2800 that has capped in Q4 18. In addition to these chart points, I am concerned that the S&P 500 has rallied...

  From the second half of last week through the first half of this week, the S&P 500 rallied. It surpassed our target of 2700 and made it to almost 2740, retracing more nearly 2/3 of the decline from the record high set last September. It stalled ahead of the 200-day moving average, which had previously offered support declines. The S&P 500 pulled back in the second half of the week. The fact the three-day...

With a jam-packed week for investors, and several high profile earnings reports, first look at Q4 GDP, the resumption of US-China trade talks, the FOMC meeting, and US jobs, it was a good time to be invited on the set of Bloomberg TV, with David Westin and Lisa Abramowicz. The clip here is with Matt Winkler, Editor-in-Chief Emeritus. Winkler has a piece out today that compares the US economic performance under the...

Marc Chandler, Wilf Frost, and Sara Eisen on the CNBC - Click to enlarge I joined Wilf Frost, and Sara Eisen on the CNBC set at the NYSE shortly after the House of Commons delivered an unprecedented defeat to UK Prime Minister May. Catherine Mann (Citi) and Christopher Smart (Barings). The guests generally agreed that a delay in Brexit was likely. Here is a distillation of my thoughts. Not all made into the video clip...

I joined Chris Wolfe from First Republic Wealth Management on the set of Bloomberg’s Daybreak to discuss market developments and the outlook for the US economy. We generally agreed that while the economy is slowing it is doing so from unsustainably strong levels. We also are both highly convinced that the Fed will increase rates later this month, and anticipate two hikes next year.  Investors, understandably with scar...

I was part of the “Trading Block” on CNBC earlier today. The sharp fall in stocks and oil would have led many, like Joe, to anticipate dollar weakness. Instead, the dollar rallied. Perhaps, I suggested, the dollar was acting like a safe haven. Bill yields are high enough to make cash a reasonable alternative to park one’s savings. Even though the US economy is slowing from the fiscal goose of more than 4% in Q2 and more...

As a long-term dollar bull, I was happy to accept Bloomberg TV’s invite to come to the set on the day that the Dollar Index made new highs for the year and the euro punched through the $1.1300 support that has held since mid-August. Bloomberg TV The slightly less than two-minute video clip is a part of the discussion the euro’s drivers. While I tend to emphasize the macro forces at play, my day-to-date responsibilities...

I joined Charles Payne on Fox Business TV for a broad economic discussion today.  Payne, like many, are concerned that the Fed continues to tighten and worries this is going to end the business cycle. He also argued that the strong dollar was a significant threat of US multinational earnings. Charles Payne on Fox Business TV In this roughly 6.5 minute clip of the entire discussion (here), I suggest that the best...

An assessment of the US economy is an important input into the expectations of the dollar’s behavior in the foreign exchange market. As a currency strategist, my views of the US economy are often subsumed in discussions or talked about indirectly by talking about Fed policy.  However, in this clip with Alix Steel and David Westin, I have an opportunity to sketch outlook for the US economy.  I agree with those that do...