Tom Orlik, Chief Asia Economist with Bloomberg Economics, joins to discuss deflation in China. Odeta Kushi, deputy chief economist at First American, joins us to talk about housing and if the sector is headed for a “double dip recession.” Phil Palumbo, CEO and Founder of Palumbo Wealth Management, joins the program to discuss outlook for the economy and gives his stock picks. General Motors President Mark Reuss joins our Matt Miller for a conversation on his company and the industry. Detroit Bur...
Aug 09, 2023•50 min
Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Lee Klaskow, Senior Analyst of Freight Transportation and Logistics with Bloomberg Intelligence, joins us to talk UPS earnings. Chris Whalen, Chairman at Whalen Global Advisors, discusses the Moody’s credit downgrade for US banks and outlook for the sector. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, joins to talk markets ...
Aug 08, 2023•58 min
Lee Klaskow, Senior Analyst of Freight Transportation and Logistics, on Yellow’s bankruptcy. Sri Natarajan, Wall Street reporter with Bloomberg News, joins us to discuss Jeff Currie leaving Goldman Sachs and other Wall Street stories. David Katz, President and CIO at Matrix Asset Advisors, joins the program to talk markets and give his stock picks for 2023. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss stocks he thinks will perform well in the second half of 2023. Natalie Wo...
Aug 07, 2023•44 min
Bloomberg's David Westin interviews Chicago Fed president Austan Goolsbee in Aspen, CO. Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Bloomberg Intelligence senior tech analyst Anurag Rana joins to wrap up tech earnings season. Quincy Krosby, Chief Global Strategist at LPL Financial, joins to discuss the economy on jobs day. Jon Hirtle, Executive Chairman at Hirtle Callaghan & Co., joins to discuss the economy and investing strategies on jobs day. Mike M...
Aug 04, 2023•1 hr 4 min
David Westin interviews Bank of America CEO Brian Moynihan. Vania Stavrakeva, economics professor at London Business School, joins to break down the Bank of England decision today and euro economies. Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, joins the program to talk about investments he likes and outlook for the markets. Jennifer Rie, Senior Litigation Analyst of Antitrust with Bloomberg Intelligence, joins to discuss her note on Amazon’s legal risks and potential ...
Aug 03, 2023•54 min
Nick Akerman, former assistant Special Watergate prosecutor, discusses the legal fallout from Trump indictment. Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to discuss the Fitch US ratings downgrade. Selma Hepp, Chief Economist at CoreLogic, joins to discuss housing data and her recent note. Joe Mathieu, host of Bloomberg Radio’s “Sound On” and BTV’s “Balance of Power,” joins to discuss the political fallout from the Trump indictment. Tim Craighead, Senior Eur...
Aug 02, 2023•53 min
Bloomberg's Doug Krizner, Bryan Curtis, and Ed Baxter break down the latest federal charges against former President Donald Trump with Bloomberg Law host June Grasso and Political Contributor Jeanne Sheehan Zaino. See omnystudio.com/listener for privacy information.
Aug 01, 2023•13 min
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and the 10-year yield. PJT Partners CEO Paul Taubman speaks with Bloomberg’s Sonali Basak for a rare interview to discuss his firm, M&A, and AI in investment banking. Chris Ciolino, Industrial Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Nimrit Kang, CIO and Senior Portfolio Manager at North Star Asset Management, joins to discuss investing strategies and gives her ma...
Aug 01, 2023•1 hr 7 min
Danielle DiMartino Booth, Chief Strategist and CEO at QI Intelligence, joins to talk about the Fed’s latest interest rate hike and outlook for the economy. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to tech and chip earnings and Poonam Goyal, Senior Analyst for E-Commerce, Athleisure, and Off-Price Retail, joins to preview Amazon and discusses retail earnings. Jonathan Neman, CEO and co-founder at Sweetgreen (NYSE: SG), joins from the NYSE to discuss his company’s Q2 e...
Jul 31, 2023•52 min
Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst with Bloomberg Intelligence, join for a roundtable to discuss big oil earnings, energy, and commodities. Mike might also touch on crypto. Sassan Ghahramani, President, CEO and founder at SGH Macro Advisors, joins the show to give his outlook for global central bank activity and the ECB. Matt Henriksson, Senior Equity Analyst covering medical technology for Bloomberg Intelligence, joins us to tal...
Jul 28, 2023•55 min
Monica Raymunt, Autos Industry Disruption reporter with Bloomberg News, joins us to talk earnings from Volkswagen and outlook for other Euro automakers. She can also discuss the EV race and the cars aboard a burning ship off the Dutch coast. Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins to discuss the ECB decision and recent inflation moves across Europe, as well as the outlook for European economies. Kailey Leinz and Dani Burger interview SEC Chair Gary Gensler. Rania Se...
Jul 27, 2023•1 hr 5 min
Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh discuss a slew of big tech earnings, including Alphabet and Microsoft yesterday, as well as Snap, Meta today, and Amazon next week. Joanna Gallegos, co-founder of BondBloxx, talks about ETF investment strategies and flows. Alex Chaloff, CIO at Bernstein Private Wealth Management, joins to talk about markets and investing on Fed Day. Alison Williams, Senior Global Banks and Asset Managers Analyst, joins to discuss Deutsche ...
Jul 26, 2023•35 min
Lydia Boussour, EY Parthenon Senior Economist, joins to break down the next FOMC move and if we’ve reached the end of the rate hike cycle. She also previews GDP on Thursday. Dana Peterson, Chief Economist at The Conference Board, joins to talk about the latest data on consumers from The Conference Board and gives her outlook for a US recession. Lee Klaskow, Sector head and Senior Analyst of Freight Transportation and Logistics at Bloomberg Intelligence, joins to discuss his note on the UPS Teams...
Jul 25, 2023•1 hr 3 min
Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, and Michael McKee, International Economics and Policy correspondent with Bloomberg News, join to preview the Fed and central bank activity around the globe as well as a potential credit crunch. Dan Ives, Senior Equity Analyst with WedBush Securities, joins to discuss big tech earnings and what we learned from Tesla last week. Brooke Sutherland, Bloomberg Opinion columnist covering industrials, joins to preview 3M and...
Jul 24, 2023•52 min
Michael McKee, International Economics & Policy Correspondent with Bloomberg News, joins us to discuss what we can expect from the Fed next week and whether it will be the last hike of its historic tightening cycle. Wendy Schiller, professor at Brown University, joins us in studio to discuss the outlook for the 2024 presidential race. Cathy Seifert, director of research at CFRA, joins us to discuss Blackstone and BlackRock earnings. Gina Bolvin, President at Bolvin Wealth Management, returns...
Jul 21, 2023•53 min
Gina Martin Adams, Chief US Equity Analyst with Bloomberg Intelligence, joins to discuss her research note on the new S&P bull market and what to make of earnings season thus far. Ann Hynes, Mizuho Americas Managing Director and Senior Healthcare Services Equity Analyst, joins to talk about her healthcare services earnings preview and outlook for earnings season. Jonathan Maxwell, CEO at Sustainable Development Capital, joins to discuss the outlook for oil and the renewable energy market, an...
Jul 20, 2023•50 min
Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins to talk about Goldman Sachs earnings and wraps big bank earnings. Erica Adelberg, MBS strategist with Bloomberg Intelligence, joins to talk about mortgage rates, housing starts, and accumulating corporate office debt. Michael Sonnenfeldt, founder and chairman at TIGER 21, joins the program to preview Berkshire, discuss investing for the ultra-wealthy and gives his market and economic outlook. Rob B...
Jul 19, 2023•52 min
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the day's latest eco data. Kara Murphy, CIO at Kestra Investment Management, joins us in studio to talk stocks and investing. Anneka Treon, Chief Economist at Van Lanschot Kempen, joins to give her global macro view and outlook for the US and global inflation. Alison Williams, Senior Global Banks & Asset Managers analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks analyst with Bloomber...
Jul 18, 2023•43 min
Alison Williams, Senior Global Banks & Asset Managers analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks analyst with Bloomberg Intelligence, join for an earnings breakdown of the big banks and regionals. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins us to preview Netflix earnings, talk Disney’s strategy and outlook under Bob Iger, Paramount’s Mission Impossible miss, and the Hollywood strike’s impact on TV, streaming, and movies. Bloomberg ...
Jul 17, 2023•54 min
Steve Matthews, US Economy Reporter for Bloomberg News, joins to talk about inflation data, including today’s UMich survey, earnings season’s market impact, the Fed, and James Bullard leaving the St. Louis Fed. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down bank earnings. Janet Lorin, higher ed finance reporter with Bloomberg News, joins to talk about President Biden’s today to forgive more student loans. Aoifinn Devitt, CIO at Mo...
Jul 14, 2023•50 min
Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to discuss CPI, PPI, and the outlook for a recession in the US. Steve Geiszler, US Chief Intellectual Property Counsel and Hauwei, and Andy Purdy, Huawei USA Chief Security Officer, join for a roundtable on Hauwei’s 2023 Innovation and IP Forum, sharing progress in ICT industries and ICT developments. Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and t...
Jul 13, 2023•1 hr 1 min
Anna Wong, Chief US Economist with Bloomberg Economics, joins to break down the June CPI reading and outlook for the Fed’s next move. Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins to give us an outlook for equities in the UK and Europe and breaks down UK stagnation and uncertainty. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins to discuss bond market moves amid inflation data and the recent jobs re...
Jul 12, 2023•1 hr 1 min
Jen Rie, Senior Litigation Analyst with Bloomberg Intelligence, joins to discuss Microsoft winning a court nod to buy Activision in a loss for the FTC. David Schassler, Portfolio Manager and Head of Quantitative Investment Solutions at VanEck, discusses inflation and his Inflation Allocation ETF (RAAX). He can also discuss broad markets, real assets, asset allocation, rates, and yields. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss ...
Jul 11, 2023•56 min
Eddie Van Der Walt, Deputy Managing Editor of the Markets Live team with Bloomberg News, and Chris Condon, US Treasury Reporter with Bloomberg News, also joins to discuss Janet Yellen’s four-day visit to Beijing and political and economic implications of her trip. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins to discuss her story on the Fed’s “QT Ghosts” and the risks of quantitative tightening. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins ...
Jul 10, 2023•41 min
After the Supreme Court threw out President Biden's plan to cut student loan debt, more than 40 million people are preparing to resume payments on their debt. And it's not just former students who could feel the pain. The broader economy could also take a hit. Bloomberg's Denise Pellegrini has details in this special report. See omnystudio.com/listener for privacy information.
Jul 09, 2023•7 min
Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Ben Emons, head of Fixed Income at NewEdge Wealth, joins to discuss jobs day, markets, and the economy. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins us to discuss Thread and ChatGPT. He also discusses Day 1 of Threads. Julia Pollak, Chief Economist with ZipRecruiter, discusses the latest jobs numbers. Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs n...
Jul 07, 2023•40 min
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to break down Fed Minutes, gives her outlook for rates, and talks her latest note on commercial real estate. Michael Green, portfolio manager and chief strategist at Simplify Asset Management, joins the program to discuss sectors he likes and investing strategies. Mona Mohajan, Senior Investment Strategist with Edward Jones, gives her market outlook and discusses the possibility of a US recession in 2023. Bloomberg Intellig...
Jul 06, 2023•1 hr 8 min
Kriti Gupta, markets editor and host of Bloomberg Surveillance: Early Edition, joins to talk about the potential UPS strike. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews Fed minutes and discusses the yield curve. Nimrit Kang, co-CIO and Senior Portfolio Manager at North Star Asset Management, joins to discuss investing strategies and gives her market outlook. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analys...
Jul 05, 2023•55 min
Dana Peterson, Chief economist at the Conference Board, joins to discuss outlook for the Fed and markets. Todd Henderson, co-head of Global Real Estate for DWS, joins the program to discuss why he thinks there’s less pressure on commercial real estate than consensus views. JD Gardner, CIO and founder at Aptus Capital Advisors, joins to give his market view and outlook amid geopolitical uncertainty and interest rate uncertainty. Angela Stent, Senior Fellow at the Brookings institute and author of...
Jul 05, 2023•52 min
Kriti Gupta, markets reporter and host of Bloomberg Surveillance: Early Edition, joins the program to discuss her research on the Amazon-FTC case. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets and sectors he likes right now. Bloomberg legal analyst June Grasso, political reporter Ryan Teague Beckwith, and higher education finance reporter Janet Lorin join for a roundtable to discuss the SCOTUS decisions on President Biden’s student loans plan and affirmative act...
Jun 30, 2023•52 min
