Danny Blanchflower, Dartmouth College Professor of Economics, says there are no data which support a BOE rate hike. Wilbur Ross, U.S. Secretary of Commerce, thinks finding workers is the biggest problem for American industry. Daniel Yergin, IHS Markit Vice Chairman, says labor in many markets is very tight. And Susan Lund, McKinsey Global Institute Director of Research, observes corporate debt has tripled in size since the financial crisis. See omnystudio.com/listener for privacy information....
Jun 21, 2018•38 min
Brian Levitt, OppenheimerFunds Senior Investment Strategist, says a trade war could lead to a stronger dollar. Elizabeth Economy, CFR Senior Fellow & Author of "The Third Revolution", says tariffs are good for shock value but past that, they don't do much. And Bloomberg's Senior Executive Editor for Economics Stephanie Flanders hosts a panel of central bankers in Sintra, Portugal. We hear from ECB President Mario Draghi and Fed Chairman Jerome Powell. See omnystudio.com/listener for privacy ...
Jun 21, 2018•32 min
Torsten Slok, Deutsche Bank Chief International Economist, asks what the Chinese retaliation may look like against U.S. tariffs. Vince Reinhart, Standish Chief Economist and Investment Strategist, thinks the Fed may have a problem knowing when to stop hiking rates. Edward Alden, Council on Foreign Relations Bernard L. Schwartz Senior Fellow, says the U.S. is on the verge of a trade war with all of its trading partners. And Suzanne Tager, Bain & Company's Retail and Consumer Products Practice...
Jun 19, 2018•30 min
Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, says the Chinese economy has opened up quite dramatically. Doug Peebles, AB CIO of Fixed Income, says investment grade average credit quality has never been as low as it is right now. Carlos Gutierrez, Former U.S. Commerce Secretary, thinks the current immigration policy is not good for the U.S. And Paul Sweeney, Bloomberg Intelligence Director of North American Research, updates us on media mergers. See omnystudi...
Jun 18, 2018•30 min
William Lee, Milken Institute Chief Economist, says the U.S. is going to be the engine of growth for the global economy. Gideon Rose, Foreign Affairs Magazine Editor, ponders if U.S. trade policy is going to mimic the Iran or the Korea model. Priya Misra, TD Securities Head of Global Interest-Rates Strategy, says the curve is still the single best indicator for a recession. And Craig Moffett, MoffettNathanson Founding Partner, says historically, Comcast is not comfortable with large amounts of d...
Jun 15, 2018•25 min
Robert Sinche, Amherst Pierpont Securities Global Strategist, says the current U.S. administration has done a lot to stimulate the economy. Jane Foley, Rabobank Senior Currency Analyst, thinks many central bankers are assuming that wage inflation will rise.Richard Greenfield, BTIG Media and Technology Analyst, says changes in consumer behavior are spurring rapid consolidation in media. David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, predicts we'll see more media trans...
Jun 14, 2018•32 min
Alan Ruskin, Deutsche Bank Global Co-Head of FX Strategy, advises to be careful about the noise around headline CPI. Ian Whittaker, Liberum Head of European Media Research, analyzes the AT&T-Time Warner deal approval. Lindsey Piegza, Stifel Chief Economist, says we could be talking about an inverted yield curve by the end of the year. Eli Lake, Bloomberg Opinion Columnist, thinks Kim Jong Un is a monster. See omnystudio.com/listener for privacy information....
Jun 13, 2018•27 min
Daniel Ten Kate, Bloomberg News Asia Government Managing Editor, and Lisa Collins, Center For Strategic & International Studies Korea Chair, discuss the historic summit between the U.S. and North Korea.Shahab Jalinoos, Credit Suisse Global Head of FX Trading Strategy, says political risk in the U.S. is still muted compared to risk in other countries. Kathy Moon, The Brookings Institution Center for East Asia Policy Studies Senior Fellow, thinks members of Congress will want more clarificatio...
Jun 12, 2018•27 min
Toluse Olorunnipa, Bloomberg Washington Correspondent, updates us on the Trump-Kim Summit in Singapore. Charles Kantor, Neuberger Berman Senior Portfolio Manager, says the consumer is really strong right now. Charles Armstrong, Columbia University Korea Foundation Professor, says North Koreans are tough negotiators.Lara Rhame, FS Investments Chief U.S. Economist, says the ECB rate decisions are a bigger question mark than the Fed's. Robert Hormats, Kissinger Associates Vice Chairman, says North ...
Jun 11, 2018•39 min
Andrew Barden,Bloomberg's European Government Reporter, joins us from the G-7 in Quebec to preview the geopolitical tension ahead. Gabriela Santos, JPM Asset Management Global Market Strategist, says EM as a whole is a more resilient picture than the recent headlines. Steven Major, HSBC Managing Director & Global Head of Fixed Income Research, imagines two more rate hikes will be enough for the Fed. Steven Ricchiuto, Mizuho Securities Chief U.S. Economist, thinks the G-7 should focus in on a...
Jun 08, 2018•27 min
David Bailin, Citi Private Bank Global Head of Investments, says Brazil is early in its economic recovery. Elsa Lignos, RBC Global Head of FX Strategy, thinks currencies are doing what they're supposed to do as shock absorbers. Steve Keen, Kingston University Professor, says the vibrant stage of American capitalism was the forties to the sixties.Doug Kass, Seabreeze Partners President, says the complexion of the market seems to be changing. See omnystudio.com/listener for privacy information....
Jun 07, 2018•32 min
Tobias Levkovich, Citi Chief U.S. Equity Strategist, says investors don't have great conviction in their positions in Europe. John Taft, Baird Vice Chairman, compares how business is done in New York versus how it's done in the Heartland. Shannon O'Neil, Council on Foreign Relations Senior Fellow of Latin American Studies, says Brazil has been looking elsewhere for growth since the U.S. is closing off. Ken Auletta, "Frenemies" Author, reminisces about his time on Bobby Kennedy's presidential cam...
Jun 06, 2018•41 min
John Ryding, RDQ Economics Chief Economist, says views on trade have regressed to the 17th century. Kimberly Robinson, Bloomberg Law Supreme Court Reporter, joins to discuss SCOTUS rulings. Gene Munster, Loup Ventures Managing Partner & Analyst, says Apple makes their money on selling hardware, not on data. Adena Friedman, NASDAQ CEO, thinks European investors are being sanguine in light of heightened trade tensions. See omnystudio.com/listener for privacy information....
Jun 06, 2018•29 min
Ellen Zentner, Morgan Stanley Chief U.S. Economist, expects growth to continue...with some caveats.Federico Santi, Eurasia Group Analyst, suspects things will get worse in Italy before they get better.Adam Posen, Peterson Institute for International Economics President, says the current U.S. administration's trade policy is not capitalist, Republican, or pro-growth. Robert D. Kaplan, Author of "The Return of Marco Polo's World" & Center for a New American Security Senior Fellow, says a trade...
Jun 04, 2018•33 min
Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says we're not yet at full employment. Ted Alden, Council on Foreign Relations Senior Fellow & Author of "Failure To Adjust: How Americans Got Left Behind In The Global Economy," defines a trade war as tit for tat tariff retaliation outside the rules of the trading system. Elisa Martinuzzi, Bloomberg's EMEA Finance & Investing ME, updates us on political events in Italy. Bill Gross, Janus Henderson Fund Manager, defends his strategy...
Jun 01, 2018•37 min
Luigi Zingales, Chicago Booth School Finance Professor, thinks people underestimate how devastated Italy is by its economic situation.Donald Straszheim, Evercore ISI Head of China Research, thinks China sees Washington as unreliable and untrustworthy.Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says small cap stocks have outperformed tremendously.Catherine Mann, Citi Research Global Chief Economist, advises we can't be protectionist on the side of trade and welcome internat...
May 31, 2018•37 min
Paul Donovan, UBS Chief Economist, says by and large, Europe has emerged from the recession but there are persisting problems. Sony Kapoor, Re-Define Managing Director, says far too many Euro-related policies are driven by Germany's economic weight. Megan Greene, Manulife Asset Management Managing Director & Chief Economist, says the Fed does not want to be in the headlines for rising inequality in the U.S. Michael Feroli, JP Morgan Securities Chief U.S. Economist, is unsure of where we are ...
May 30, 2018•32 min
Jeff Rosenberg, BlackRock Chief Fixed Income Strategist, says his EM view has changed quite a bit in the past few months.Stefan Selig, BridgePark Advisors Managing Partner & Former Under-Secretary of Commerce for International Trade, says it makes no sense to think of our trade deficit as a scorecard. Dean Curnutt, Macro Risk Advisors CEO, says there's certainly a risk that the dollar continues to rise.Diane Swonk, Grant Thornton Chief Economist, is concerned about the accumulation of debt i...
May 29, 2018•35 min
Christian Schulz, Citi Economics Team Director, says there's plenty of reasons to believe Spanish has become a semi-core Eurozone country. Thomas Byrne, Korean Society President & Columbia University SIPA Professor, says North Korea is a black box but thinks their economy is in trouble. Robert Kaplan, Dallas Fed President, and Michael McKee, Bloomberg's International Economic & Policy Correspondent, review the U.S. economy. Margaret Brennan, CBS Face the Nation Host, says there is no uni...
May 29, 2018•37 min
Richard Bravo, Bloomberg News EU Government Editor, and Julian Jessop, Institute of Economic Affairs Chief Economist, talk Europe's confusion over the U.S. administration's mercurial trade policy. Alison Williams, Bloomberg Intelligence Senior Banks Analyst, wraps the Deutsche Bank Shareholder Meeting earlier today.Geoff Dennis, UBS Investment Bank Head of Global Emerging Markets, says the dollar will go back down eventually and that will change sentiment for EM. Scott Mushkin, Wolfe Research Se...
May 24, 2018•31 min
Hans Redeker, Global Head of FX Strategy at Morgan Stanley, gives us an overview of dollar strength and the slump in Turkish lira. Isaac Boltansky, Compass Point Research Policy Research Managing Director, says the new Dodd-Frank legislation is a modest, narrowly-tailored bill. Don Gimbel, Geneva Advisors Portfolio Manager, predicts there's a couple of years left in this economic cycle. Nabila Ahmed, Bloomberg News Deals Reporter, says Comcast is one of the most indebted American companies. See ...
May 23, 2018•23 min
Bill Blain, Mint Partners Fixed Income Strategist & Head of Capital Markets, says he's positive about the U.S.-China trade riffs in the long-term. Tim Armstrong, Oath Inc. CEO, says consumers are flocking to quality content right now. David Kirkpatrick, Techonomy CEO & Founder, offers Facebook some advice: be more transparent. Poonam Goyal, Bloomberg Intelligence Senior Analyst, reviews Marvin Ellison's run as CEO at J.C. Penney per the announcement he's headed to Lowe's. See omnystudio....
May 22, 2018•36 min
Carl Weinberg, High Frequency Economics Chief Economist & Managing Director, thinks President Trump's mercantilist approach to trade is off. Bill Schneider, George Mason University Professor & Political Analyst, says the flavor of populism is resentment of elites. Patricia Laya, Venezuela Bureau Chief, says many of the voting centers in Venezuela were empty yesterday. Kevin Tynan, Bloomberg Intelligence Senior Analyst, joins us to talk the new $78,000 price tag on Tesla's Model 3. See om...
May 21, 2018•31 min
Chad Bown, Peterson Institute for International Economics Senior Fellow, & Enda Curran, Bloomberg's Chief Asia Economics Correspondent, discuss the impact of President Trump's steel and aluminum tariffs. Marc Chandler, Brown Brothers Harriman Senior Vice President of New York & Head of Currency, says a trade war is not easy to win and it is not desirable. Francine Lacqua, Bloomberg Surveillance TV Anchor & Editor at Large, joins us from Rome to report on the general elections this co...
May 19, 2018•28 min
Kate Moore, BlackRock Chief Equity Strategist, says she wants companies to make growth generative investments, not just investments to appease outsiders. Hans Humes, GreyLock Capital Chairman & Chief Executive Officer, says Venezuela is a kleptocracy at this point. Dennis Gartman, Gartman Letter Publisher, discusses his cryptocurrency bet in his retirement account. Gene Munster, Loup Ventures Co-Founder, says an Apple-Tesla combo makes sense but it's a fairy tale that is never going to happe...
May 19, 2018•35 min
Barry Eichengreen, Author & University of California Berkeley Professor, provides his definition of populism: anti-elite, anti-authoritarian, and anti-other. Coronado, President & Founder of MacroPolicy Perspectives, says core goods prices really aren't showing the strength that they've been wanting to see. Mark McCormick, TD Bank Head: FX Strategy North America, says this is a tricky time for emerging markets. Scott Mushkin, Wolfe Research Senior Research & Staples Analyst, notes ge...
May 18, 2018•31 min
Julian Lee, Bloomberg Oil Strategist, and Chris Grisanti, Grisanti Capital Management CEO, join us to discuss oil touching $80/barrel for the first time since 2014. Libby Cantrill, PIMCO Head of Public Policy, says the latest trade spat within the White House administration is emblematic of the deeper fissures in Washington. Federico Santi, Eurasia Group Associate, says the new Italian government is likely to set up a challenge for the European Union. Alberto Ramos, Goldman Sachs Co-Head of Lati...
May 17, 2018•27 min
Michael Spence, Nobel Laureate & NYU Professor of Economics & Business, says models don't work in crisis, but experience does. David Riley, Bluebay Asset Management Chief Investment Strategist, says the resurgence in the U.S. dollar is the pain trade for markets. Jane Foley, Rabobank Senior FX Strategist, thinks the consensus short dollar position for 2018 is capitulating. Miranda Carr, Haitong International Executive Director of Equity Research, says China cannot rely on U.S. Technology...
May 16, 2018•34 min
Guy Johnson, Bloomberg Television, recaps his exclusive interview with Turkey's Prime Minister Erdogan. *AND* Phoenix Kalen, Societe Generale Director of Emerging Markets Strategy, says (if) Turkey's central bank fails to 'step in' crisis could reach a tipping point. Frances Donald, Manulife Asset Management Senior Economist, says that this morning's data suggests that Q2 is going to be the comeback kid that we hoped it would be. Ryan Prete, Bloomberg Government State Tax Reporter, says that aft...
May 15, 2018•30 min
Michael Purves, Weeden & Co. Chief Global Strategist & Head of Equity Derivatives, says you can't be dismissive of higher interest rates in the volatility story. Isaac Boltansky, Compass Point Senior VP & Policy Analyst, has noticed a lot of empty offices in D.C. government agencies. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, joins us to wrap sound from our interview with Cleveland Fed President Loretta Mester and discuss eco data. Jonathan Ferziger, Bloomberg Middle Ea...
May 14, 2018•28 min
