Bloomberg’s head of economics Stephanie Flanders calls on Bloomberg's worldwide network of reporters and expert commentators to cast a fresh eye on looming challenges for the world economy which affect us all. This 6 part podcast combines on the ground reporting with expert discussion on the future of cities, finance and technology, trade, global governance and making growth more inclusive. It's the start of a global conversation on how to confront these issues which will continue in Singapore i...
Oct 24, 2018•2 min
John Normand, JP Morgan Head of Cross-Asset Fundamental Strategy, says there are pockets of opportunity in emerging markets. George Friedman, Geopolitical Futures Founder & Chairman, discusses the U.S.-Saudi Arabia relationship. Diane Swonk, Grant Thornton Chief Economist, says much of the Fed's power comes from the perception of its independence. Craig Gordon, Bloomberg Washington Bureau Chief, joins us on breaking news. And Jon Lieber, PWC National Tax Services Principal, analyzes the poss...
Oct 24, 2018•27 min
Charles Kantor, Neuberger Berman Senior Portfolio Manager, sees no exuberance or optimism in equity markets. Frank Newport, Gallup Poll Editor-In-Chief, discusses the challenges of polling election turnout. Sanam Vakil, Chatham House Senior Consulting Research Fellow in the Middle East & North Africa Program, says Saudi Arabia wants to preserve their relationship with the U.S. at all costs. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, hops in the studio to analyze the m...
Oct 23, 2018•32 min
Kate Moore, BlackRock Investment Institute Chief Equity Strategist, defends her market optimism. John Hudak, Brookings Institution Senior Fellow in Governance Studies, predicts President Trump will "absolutely not" pass new tax legislation by the midterms. Matt Maley, MillerTabak and Co., LLC Managing Director & Equity Strategist, advises to go to cash. Steven Cook, CFR Senior Fellow For Middle East And Africa Studies, says Khashoggi's story will shake the Saudi royal family. See omnystudio....
Oct 22, 2018•26 min
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Oct 19, 2018•29 min
Chris Marangi, Gabelli Funds Co-CIO, talks the future of Fox, Disney, Google and Youtube. Florian Hense, Berenberg European Economist, says it is likely that Italy will be downgraded a notch. Therese Raphael, Bloomberg Opinion Columnist, says the Trump administration's proposal for a free-trade deal with the U.K. is music to the ears of Brexiteers. Dana Peterson, Citigroup Economist, discusses the uneven wage growth in the U.S. See omnystudio.com/listener for privacy information....
Oct 18, 2018•27 min
Ellen Zentner, Morgan Stanley Chief U.S. Economist, sees no reason for the Fed to stop hiking right now. Martin Indyk, CFR Distinguished Fellow & Former U.S. Ambassador to Israel, says every message has to be carefully controlled in a crisis, including the one with Saudi Arabia. Joel Levington, Bloomberg Intelligence Credit & Strategy Analyst, expects Uber bonds to have junk ratings. Wolfgang Munchau, Eurointelligence President, is optimistic about a Brexit deal in December. See omnystud...
Oct 17, 2018•28 min
Jack Lew, Former U.S. Treasury Secretary, thinks economic sanctions are a powerful tool to influence countries to change their policies. Gideon Rose, Foreign Affairs Magazine Editor, says the U.S. is abusing its privileges. Alison Williams, Bloomberg Intelligence Senior Analyst of U.S. Banks, talks IPO growth. Mohamed El-Erian, Bloomberg Opinion Columnist, is worried about the over-promise of liquidity in banks. See omnystudio.com/listener for privacy information....
Oct 16, 2018•45 min
Gerard Cassidy, RBC Capital Markets Equity Research Managing Director, says the universal bank model is outperforming the regional bank model. John Sfakianakis, Gulf Research Center Foundation Economics Research Director, thinks Khashoggi's disappearance has been a blow to Saudi Arabia's image-making. Vivian Nereim, Bloomberg Reporter, reports from Riyadh on the beginning of an internal probe in Saudi Arabia. Gary Gensler, Former CFTC Chairman, defends quarterly earnings reporting arguing that t...
Oct 15, 2018•27 min
David Pearl, Epoch Investment Partners Co-Chief Investment Officer & Portfolio Manager, says JP Morgan has a clear strategy which includes a large return of capital. Terry Haines, Evercore ISI Senior Political Strategist, thinks that celebrity endorsements do not have an impact on elections results. Gustavo Rangel, ING Chief LatAm Economist, explains that big Latin American countries are not vulnerable to FX volatility. Mitch Roschelle, PwC Partner, says the U.S. is undersupplied with new ho...
Oct 12, 2018•24 min
Geoffrey Yu, UBS Wealth Management Head of UK Investment Office, is not worried about tail risks. Krishna Memani, OppenheimerFunds CIO & Head of Fixed Income, thinks credit is the strongest place in the markets right now. Dana Peterson, Citigroup Global Markets Director and Economist, says an independent Fed is the best Fed. And Justin Leverenz, Oppenheimer Funds Director of EM Equities, highlights the focus on the sustainability of Tencent. See omnystudio.com/listener for privacy informatio...
Oct 11, 2018•27 min
Sebastian Mallaby, CFR Senior Fellow for International Economics, says the dollar's centrality in the global system has gone up since 2008. Claus Vistesen, Pantheon MacroEconomics Chief Eurozone Economist, thinks the Italian bond market is mispriced. Mike Mayo, Wells Fargo Securities Managing Director & U.S. Large-Cap Bank Research, prefers that banks have less revenues today but sustainable growth. Amanda Sloat, Brookings Institution Senior Fellow, thinks people are becoming increasingly mo...
Oct 10, 2018•30 min
Harm Bandholz, Unicredit Bank Chief U.S. Economist, says there is a good chance that we will see a downturn in 2020. Kathy Fisher, Bernstein Head of Wealth & Investment Strategist, does not expect a terrible recession whenever it comes. Yanis Varoufakis, Former Finance Minister of Greece, thinks Italy is not sustainable within the current rules of the Eurozone. And Admiral James Stavridis, Former NATO Supreme Allied Commander Europe, recommends we read Madeleine Albright's new book, "Fascism...
Oct 09, 2018•29 min
Willem Buiter, Citi Special Economic Adviser, says the Nobel Prize for Economics Winner William Nordhaus was a very inspiring teacher. Isaac Boltansky, Compass Point Managing Director of Policy Research & Senior Policy Analyst, says Kavanaugh's confirmation galvanized the political pulse for the midterms. Monica de Bolle, Peterson Institute for International Economics Senior Fellow, thinks Brazil's first round winner Jair Bolsonaro is more nationalistic and state interventionist than the mar...
Oct 08, 2018•30 min
Howard Ward, Gabelli Funds CIO of Growth Equities, focuses on defensive growth stocks while the Fed is tightening. Betsey Stevenson, University of Michigan Professor & Former Chief Economist of the U.S. Department of Labor from 2010-2011, says wage growth goes mainly to the top end of the income distribution. Timothy O'Brien, Bloomberg Opinion Executive Editor, thinks that the debate around Kavanaugh has moved from sexual harassment to issues regarding his credibility. Larry Kudlow, National...
Oct 05, 2018•31 min
We lead today's podcast with a Bloomberg Businessweek scoop: China used a tiny chip to infiltrate almost 30 U.S. companies. Then we turn to Tobias Levkovich, Citigroup Global Markets Chief U.S. Equity Strategist, who notes 75% of S&P revenues are U.S. driven. Max Baucus, Former U.S. Ambassador to China & Former Senator from Montana, says countries will have to reach agreements on technology or this will be "the Wild West." Louise Yamada, Technical Research Advisors, says we're now in a n...
Oct 04, 2018•36 min
Ian Shepherdson, Pantheon Macroeconomics Chief Economist, says people in the U.K. are sick of ten years of conservative austerity. Anna Edwards, Bloomberg Markets European Open Anchor, reports on PM May's speech at the Tory Party Conference. Craig Trudell, Bloomberg Autos Americas Team Leader, gives us a much needed autos update from Michigan. Edward Alden, Council on Foreign Relations Senior Fellow, analyzes the USMCA trade agreement. And David Rubenstein, Carlyle Group Co-Founder & Co-Chai...
Oct 03, 2018•38 min
Marc Chandler, Bannockburn Global Forex Chief Market Strategist & Managing Partner, thinks Italy needs growth. Bob Doll, Nuveen Asset Management Senior Portfolio Manager & Chief Equity Strategist, says Fed conversations are getting harder as we approach neutral. Christine Lagarde, IMF Managing Director, is pleased the USMCA exists. Alan Krueger, Princeton Professor of Economics, thinks Amazon is saying, "we are going to be a responsible employer," by raising their minimum wage. See omnys...
Oct 02, 2018•26 min
Bill Lee, Milken Chief Economist, says the USMCA is an example of the new bilateral approach to negotiations of the U.S. Mary Lovely, Peterson Institute Senior Fellow, says 70% to 100% of the tariffs in autos will fall on consumers. Kimberly Robinson, Bloomberg Law Legal Editor, comments on the political nature of Kavanaugh's speech. Abe Selassie, IMF Director of the African Department, highlights that by 2030 half of the annual increase of the global workforce will come from Sub-Saharan Africa....
Oct 01, 2018•29 min
Barry Eichengreen, University of California Professor Berkeley, analyzes the IMF's future. Alberto Gallo, Algebris Macro Strategies Head, sees little contagion in Europe after the approval of the Italian budget. John Coffee, Columbia Law Professor, says the Tesla board is not strong. Elaine Kamarck, Brookings Institution Senior Fellow, notes the Republicans have no women on the Senate Judiciary Committee. And Shannon Pettypiece, Bloomberg News White House Reporter, updates us on Sen. Flake's dec...
Sep 28, 2018•32 min
Thursday’s Senate hearing over sexual assault allegations against Supreme Court nominee Brett Kavanaugh stirs memories of similar testimony from 1991. That’s when Supreme Court nominee Clarence Thomas was called back in his confirmation process to face the sexual misconduct allegations of Anita Hill. Bloomberg’s Bob Moon reports on how this scenario played out 27 years ago. See omnystudio.com/listener for privacy information.
Sep 27, 2018•9 min
Jane Foley, Rabobank Head of FX Strategy, says the dollar can climb higher. Libby Cantrill, PIMCO Head of Public Policy, is skeptical about Congress ratifying a bilateral trade agreement with Mexico. Peter Chatwell, Mizuho International Head of European Rates Strategy, thinks the ECB could go negative again in the future. And Michelle Meyer, Bank of America Merrill Lynch Head of US Economics, tells us whether to rent or buy property. And Bob Moon, Bloomberg Radio Daybreak Host, joins us to discu...
Sep 27, 2018•38 min
Jeff Currie, Goldman Sachs Global Head of Commodities Research & Partner, says they are bullish on owning oil. Werner Hoyer, European Investment Bank President, says Europe is behind in investment. Michael R. Bloomberg, Former Mayor of New York City & Bloomberg LP Founder, says the U.S. needs to have access to China's markets. Angel Gurria, OECD Secretary General, says it is crucial that trade continuous to drive growth. And Roger Ferguson, TIAA CEO & Former Federal Reserve Vice Chai...
Sep 26, 2018•42 min
Michael Spence, NYU Professor & Nobel Laureate, says China wants to be a positive influence in the developing world. Chris Verrone, Strategas Partner & Head of Technical Strategy, sees discipline in the credit markets. Sarah Ponczek, Bloomberg News Cross Asset Reporter, is watching Facebook shares following the departure of Instagram's founders. Patrick Gregory, Bloomberg Supreme Court Reporter, discusses the latest in the contentious confirmation of Brett Kavanaugh. Erik Schatzker, Bloo...
Sep 25, 2018•28 min
Brian Levitt, OppenheimerFunds Senior Market Strategist, favors investment in technology. Rufus Xerxa, National Foreign Trade Council President, says breaking international trade rules undermines the competitiveness and cost structure of companies. Bogolo Kenewendo, Republic of Botswana Minister of Investment, Trade, and Industry, plans for Botswana to go from a middle-income to a high-income country by 2036. Greg Stohr, Bloomberg News Supreme Court Reporter, discusses where the confirmation for...
Sep 24, 2018•30 min
Peter Hooper, Deutsche Bank Securities Chief Economist, says there will be a slowdown in 2020 but it doesn't have to be a recession. Freya Beamish, Pantheon Macroeconomics Chief Asia Economist, says there would have been monetary easing in China even without the trade war. Pennsylvania Representative Ryan Costello says voters want Congressmen who keep their independence. Betsy Graseck, Morgan Stanley Global Head of Banks & Diversified Financials Research and U.S. Large Cap Banks Analyst, say...
Sep 21, 2018•29 min
Daragh Maher, HSBC US Head of FX Strategy, says investors always ask if it's time to sell the dollar. Terry Haines, Evercore ISI Senior Political Strategist and Head of Political Analysis, predicts markets will understand that policy rollback in the U.S. is very unlikely. Sonali Basak, Bloomberg News Investment Banking Reporter, discusses her recent piece on Howard Lutnick, Cantor Fitzgerald CEO. And Doug Kass, Seabreeze Partners President, says his approach has always been to average into posit...
Sep 20, 2018•31 min
Geoff Dennis, UBS Head of Global Emerging Markets Equity Strategy, thinks money will go back to EM once the dollar goes down. Beth Comstock, Former GE Vice-Chair, says that MBA students are not encouraged to be entrepreneurial. Rep. Mike Turner, U.S. Representative for Ohio's 10th congressional district (R), says the president is making headway for Republicans by focusing his message on the economy. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman, discusses his interview with Jeff B...
Sep 19, 2018•31 min
Nouriel Roubini, Roubini Macro Associates Chairman & NYU Stern School of Business Professor, argues that a majority of the impact of tariffs on Chinese goods will be paid by U.S. consumers. Stephanie Segal, CSIS Deputy Director & Senior Fellow, asks whether, with dollar strength and increasing financial need, the U.S. is pulling financing away from the rest of the world. Jane Foley, Rabobank Senior Currency Analyst, sees sterling as vulnerable until the U.K. government arrives to consens...
Sep 18, 2018•26 min
Chris Flavelle, Bloomberg News Climate and Adaptation Reporter, reports on the historic rainfall in North Carolina brought on by Hurricane Florence. Shahab Jalinoos, Credit Suisse Global Head of FX Trading Strategy, says dispersion is "the name of the game" in currency performance. Mike Mayo, Wells Fargo Securities Senior Analyst, thinks banks are less susceptible to cycles than in the past. Frances Donald, Manulife Asset Management Head of Macroeconomic Strategy, is concerned about 2020 based o...
Sep 17, 2018•31 min
