2017 MKM Video Interviews
Eric Handler on Hasbro-Mattel Merger: Hurdles to Overcome
CNBC, November 11th, 2017. (Watch Here) Eric Handler, managing partner at MKM Partners, believes the possible Hasbro-Mattel merger could be a long, hurdle-filled journey.
Homebuilders are targeting millennials — but it will hit their margins
CNBC May 17th, 2017. (Watch Here) The largest generation is finally starting to buy houses. The trouble is, there aren't enough houses for sale to feed their appetite, at least not enough they can [...]
Trump Statement Signals Shift in Syria
Bloomberg April 13th, 2017 (Watch Video) Michael Darda, chief economist at MKM Partners, and Bloomberg’s Kevin Cirilli discuss tensions between the U.S. and Russia, and what it may mean for markets. They speak with Francine [...]
Will Volatility Remain Suppressed?
Bloomberg April 13th, 2017 (Watch Video) Michael Darda, chief economist at MKM Partners, discusses the outlook for volatility. He speaks with David Gura and Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg) [...]
MKM Partners’ Darda Says Fed is Biggest Wild Card
CNBC April 18th, 2017 (Watch Video) Michael Darda, chief economist at MKM Partners, discusses the outlook for the Federal Reserve. He speaks with Francine Lacqua and David Gura on "Bloomberg Surveillance." (Source: Bloomberg)
Fiscal policy a key fulcrum for equity markets: Pro
CNBC March 30th, 2017 (See Video) Keith Parker, Barclays, and Charles Campbell, MKM Partners, give their market outlooks in the current political climate.
Michael Darda Expects Three Fed Rate Hikes This Year
Bloomberg Radio February 9th, 2017 (Listen Here) Michael Darda, MKM’s chief economist, says he expects three Fed rate hikes this year and three to four percent sustainable real U.S. growth. Prior to that, Micah Zenko, [...]
MKM’s Darda Advises ‘Anchored Expectations’ for Investors
Bloomberg, February 9th, 2017 (See Video) Michael Darda, chief economist at MKM Partners, discusses where investors should look for market clues amid expectations of policy changes from the Trump administration. He speaks on "Bloomberg Surveillance." [...]
MKM’s Darda Reigns in His Regulation Expectations
Bloomberg February 9th, 2017 (See Video) In today's "Morning Must Read," Bloomberg’s Tom Keene highlights comments from Bloomberg View columnist Cass Sunstein on regulation under President Donald Trump. He speaks with Michael Darda, chief economist [...]
MKM’s Darda Warns of Strong Headwind for China
Bloomberg February 9th, 2017 (See Video) In today's "Single Best Chart," Bloomberg's Tom Keene and Francine Lacqua display the trade-weighted U.S. dollar going back to 1973. They speak with Michael Darda, chief economist at MKM [...]
2016 MKM Video Interviews
Not much in the numbers for Lululemon bears: MKM Partners
BNN | November 7th, 2016 (See Video) Roxanne Meyer, managing director and senior analyst at MKM Partners joins BNN's Catherine Murray for a look at Lululemon's latest quarter and why she remains optimistic for athleisure and [...]
Darda: Trump, Clinton Plans Further Damage Supply Side
Bloomberg | November 1st, 2016 (See video) Michael Darda, chief economist at MKM Partners, and David Herro, chief investment officer of international equities at Harris Associates, examine the dangers in the economic policies of Donald [...]
Darda: No Need to Obsess About Too Low Unemployment Rate
Bloomberg | November 1st, 2016 (See video) Michael Darda, chief economist at MKM Partners, looks into the data to explain why there's no reason to worry about the U.S. unemployment rate dipping down towards four [...]
Darda: 3% U.S. GDP Gets Fed Close to Inflation Goal
Bloomberg November 1st, 2016 (See video) Michael Darda, chief economist at MKM Partners, and David Herro, chief investment officer of international equities at Harris Associates, talk about the relation of economic [...]
Trading Nation: S&P’s worst day in a month
CNBC | October 11th, 2016 (See video) Jim Cramer explained the silver lining going into earnings season.
The ‘cool to save’ mentality
CNBC | May 17th, 2016 (See video) Discussing shopping trends, and favorite retail stocks to bet on, with Randy Konik, Jefferies, and Roxanne Meyer, MKM Partners.
Gap dead money until evidence: Analyst
CNBC | April 8th, 2016 (See video) Discussing Gap weighing on the retail sector, with Roxanne Meyer, MKM retail analyst.
2015 MKM Video Interviews
The Dow hasn’t done this in over 100 years: Technician
CNBC | May 21st, 2015 (See video)
The biggest story in the stock market this year has been, well, no story at all. That’s because, according to one top technician, the Dow […]
The Importance of Nominal GDP to the U.S. Economy
Bloomberg | May 15th, 2015 (See video)
Michael Darda, chief economist at MKM Holdings, talks about nominal GDP growth in the U.S. and the consequences of low interest rates on inflation and […]
US Markets Still Best Bet Despite Selloff
CNBC | Jan. 6, 2015 (See video)
MKM Partners’ Charles Campbell explains why he is still bullish on U.S. stocks despite a volatile oil market.
2014 MKM Video Interviews
Cisco’s quarter not as good as it looks: Pro
CNBC | Nov. 13, 2014 (See video)
Mike Genovese, MKM Partners senior analyst, provides analysis of Cisco’s quarterly results, and explains why he is lowering its price target to $24.
3 Reasons why Hasbro-DreamWorks makes no sense
CNBC | Nov. 13, 2014 (See video)
I don’t see this deal being of good value for Hasbro and its shareholders, says Eric Handler of MKM Partners, explaining why he has significant […]
The Unique Economics Behind Oil’s Price Plunge
Bloomberg | Nov. 4, 2014 (See video)
Michael Darda, chief economist and market strategist at MKM Partners, examines the factors feeding into the drop in oil prices and how low prices impact […]