Ellen Zentner, Morgan Stanley Chief US Economist, says the nearly two-year high in US continuing jobless claims represents a needed softening in the labor market. Bill Dudley, former New York Fed President & Bloomberg Opinion columnist, says there needs to be significant changes to the treasury market in order to restore strength . Chuck Grom, Gordon Haskett Senior Retail Analyst, says Walmart, Target and Burberry's earnings indicate pressure on the entire retail sector . Michael Hirson, 22V...
Nov 16, 2023•26 min
Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode, hosted by Ed Ludlow, focuses on Archer CFO Mark Mesler. He's steering the aviation company's finances through the pre-revenue phase as it prepares to bring an eVTOL -- electric Vertical Takeoff and Lan...
Nov 15, 2023•23 min
Michelle Meyer, Mastercard Economics Institute North America Chief Economist, says October's slight drop in US retail sales doesn't take away from overall robust consumer spending . Diane Swonk, KPMG Chief Economist, details how the Fed will look to navigate a potential successful soft landing . Anastasia Amoroso, iCapital Chief Investment Strategist, says corporations could look to cut costs in 2024 if the Fed doesn't cut rates . Henrietta Treyz, Veda Partners Economic Policy Director, discusse...
Nov 15, 2023•35 min
Jay Bryson, Wells Fargo Chief Economist , and David Kelly, JPMorgan Asset Management Chief Global Strategist , break down October's US CPI report that shows a steady easing in inflation . Liz Suzuki, Bank of America Securities Analyst, says consumers are relying on excess savings amid the discomfort of higher rates . Greg Valliere, AGF Investments Chief US Policy Strategist, expects Congress to pass a government funding bill and avert a shutdown. Get the Bloomberg Surveillance newsletter, delive...
Nov 14, 2023•24 min
Thomas Kennedy, JP Morgan Private Bank Chief Investment Strategist, expects a growth slowdown in the US amid a decline in excess savings . Christian Scherer, Airbus Chief Commercial Officer, says the company is in an undersupplied situation coming out of the pandemic with high numbers of aircraft orders . Claudia Sahm, Sahm Consulting Founder, says the US is now closer to a recession than earlier this year. Toto Wolff, Mercedes AMG Petronas CEO, previews this weekend's first-ever Las Vegas Grand...
Nov 13, 2023•38 min
At Bloomberg, we’re always talking about the biggest business stories, and no one is bigger than Elon Musk. In this new chat weekly show, host David Papadopoulos and a panel of guests including Businessweek’s Max Chafkin, Tesla reporter Dana Hull, Big Tech editor Sarah Frier, and more, will break down the most important stories on Musk and his empire. Listen wherever you get your podcasts. See omnystudio.com/listener for privacy information....
Nov 11, 2023•43 sec
Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says the markets need conviction that the Fed is done hiking rates. Annmarie Hordern, Bloomberg Editorial Chief Washington Correspondent, breaks down new election polling from Bloomberg/Morning Consult. Christian Horner, Oracle Red Bull Racing Team Principal & CEO, talks Oracle Red Bull Racing's dominance and previews the Las Vegas Grand Prix. Troy Gayeski, FS Investments Chief Market Strategist, remains in the higher-for-longer camp...
Nov 10, 2023•37 min
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, expects consolidation in the streaming industry in the coming years . Greg Valliere, AGF Investments Chief US Policy Strategist, discusses the third Republican primary debate. Cameron Dawson, Newedge Wealth Chief Investment Officer, says it's too early to know if the uplift in unemployment will barrel higher into next yea r. Geetha Ranganathan, Bloomberg Intelligence US Media Analyst, breaks down Disney's better-than-expect...
Nov 09, 2023•34 min
Peter Tchir, Academy Securities Head of Macro Strategy, points to potential issues in the global supply chain amid ongoing geopolitical conflicts . Libby Cantrill, PIMCO Managing Director of Public Policy, says the margin of error for House Republicans to avoid a government shutdown has narrowed . Dan Ives, Wedbush Sr. Equity Research Analyst, predicts that Apple could look to buy ESPN. Alexander Goldfarb, Piper Sandler Senior Research Analyst, says the commercial real estate market is in the mi...
Nov 08, 2023•31 min
Minneapolis Fed President Neel Kashkari says p olicymakers have yet to win the fight against inflation, and that they will consider more tightening if needed. Neil Dutta, Renaissance Macro Research US Economic Research Head, says a rebalanced labor market could led to a rate cut . Katy Kaminski, AlphaSimplex Chief Research Strategist, expects more potential buying for treasuries in the short-term . Mohamed Younis, Gallup Editor-In-Chief, p reviews the off-year elections happening across several ...
Nov 07, 2023•42 min
Mandy Xu, CBOE Global Markets VP & Head of Derivatives Market Intelligence, advises monitoring multiple asset classes going into the year-end. Michael O'Leary, CEO of Ryanair, says the airline remains committed to Boeing despite delays in aircraft deliveries. Amanda Lynam, BlackRock Head of Macro Credit Research, says there's an increased focus on selectively from credit investors . Julie Norman, UCL Centre on US Politics Co-Director, discusses the Israel-Hamas war and Antony Blinken's visit...
Nov 06, 2023•39 min
Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders. If you like this episode, download more and subscribe on Apple , Spotify or anywhere you get your podcasts . Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information....
Nov 04, 2023•58 sec
Randy Kroszner, University of Chicago Booth School Professor of Economics, and Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, discuss the softer-than-expected October US jobs report . Gene Munster, Deepwater Asset Management Managing Partner and Anurag Rana, Bloomberg Technology Senior Analyst, recap Apple's sluggish 3Q earnings report . Terry Haines, Pangaea Policy Founder, discusses the rift in Washington over government spending and aid to Israel . Get the ...
Nov 03, 2023•30 min
Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Download and subscribe for the news you need, delivered by 6 AM Eastern each morning. Listen on Apple , Spotify or anywhere you get your podcasts . Apple: http://bit.ly/3DWYoAN Spotify: http://bit.ly/3jGRYiB Anywhere: http://bit.ly/3J1bct9 See omnystudio.com/listener for privacy information....
Nov 03, 2023•19 min
Sree Kochugovindan, abrdn Senior Research Economist, breaks down the Bank of England's decision to keep rates unchanged . Greg Valliere, AGF Investments Chief US Policy Strategist, discusses the Israel-Hamas war and its political impact in Washington. Jonathan Pingle, UBS Chief US Economist, says a slowdown in the US labor market would lead to a slowing in inflation. Geetha Rananathan, Bloomberg Intelligence US Media Analyst, discusses Disney's plan to buy Comcast's stake in Hulu . Pierre Ferrag...
Nov 02, 2023•30 min
Bloomberg's Tom Keene and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision. See omnystudio.com/listener for privacy information.
Nov 01, 2023•24 min
Bloomberg's Tom Keene and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.
Nov 01, 2023•29 min
Seth Carpenter, Morgan Stanley Chief Global Economist, and Mark Cabana, Bank of America Head of US Rates Strategy, break down the US Treasury's refunding announcement . Dom Konstam, Mizuho Securities Head of Macro Strategy, previews the Federal Reserve's rate decision . Win Thin, Brown Brothers Harriman & Co. Global Head of Currency Strategy, expects Japanese yields to continue to rise after the BOJ's decision . Jennifer Flitton, Invesco Head of US Government Affairs, discusses the latest in...
Nov 01, 2023•36 min
Mark McCormick, TD Bank Global Head of FX & EM Strategy, analyzes the Bank of Japan's decision to loosen its grip on government bond yields . John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says the Fed's sensitivity has enabled the resilience of the US consumer. Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, discusses the latest in the Israel-Hamas war . Stephen Stanley, Santander Chief US Economist, says the Fed has overstated the im...
Oct 31, 2023•35 min
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says confidence across all sectors in the equity market remains fragile . Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says that fiscal support at the federal and state levels is reducing the odds of a recession . Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran & Co-Author of 2034: A Novel of the Next World War, says the urban warfare environment in Gaza poses major challenges to both sides. Te...
Oct 30, 2023•35 min
Lara Rhame, FS Investments Chief US Economist, breaks down today's core PCE price index which showed that both inflation and consumer spending rose in September. Isaac Boltansky, BTIG Policy Research Director, predicts that the chaos in the House will lead to a shutdown later this year. Lisa Shalett, Morgan Stanley Chief Investment Officer of Wealth Management, says that we've entered within 50 basis points of a peak in rates. Poonam Goyal & Anurag Rana, Bloomberg Intelligence Senior Analyst...
Oct 27, 2023•43 min
Jeremy Stretch, CIBC Head of G10 FX Strategy, breaks down the European Central Bank's decision to leave interest rates unchanged. Lindsey Piegza, Stifel Chief Economist, discusses the US economy's fast-paced growth in the last quarter. Ed Mills, Raymond James Washington Policy Analyst, says the US won't face a government shutdown in November after Congress elected a House Speaker . Mandeep Singh, Bloomberg Intelligence Sr. Technology Analyst, says AI will be a key focus for Big Tech going forwar...
Oct 26, 2023•30 min
Mandeep Singh, Bloomberg Intelligence Senior Technology Analyst, breaks down a busy week of tech earnings starting with Microsoft and Alphabet . Marvin Loh, State Street Senior Global Macro Strategist, says the Fed will maintain its higher-for-longer policy for longer than many expect. Greg Valliere, AGF Investments Chief US Policy Strategist, believes President Biden has enough support in Congress to eventually pass an aid package for Israel and Ukraine . Steven Ricchiuto, Mizuho Securities Chi...
Oct 25, 2023•35 min
Jenny Johnson, Franklin Templeton President & CEO, shares concerns about spiraling US debt and its impact on interest rates. Mandeep Singh of Bloomberg Intelligence discusses the latest in tech earnings . Cameron Dawson, Newedge Wealth Chief Investment Officer, says the Fed's higher-for-longer policy is starting to bite . Paul Jacobson, General Motors Chief Financial Officer, discusses GM's 3Q earnings and the company's outlook amid the UAW strike . Fatih Birol, International Energy Agency E...
Oct 24, 2023•38 min
Wei Li, BlackRock Global Chief Investment Strategist, says there's a need for a repricing of risk assets to reflect the higher rate environment . Tom Tzitzouris, Strategas Head of Fixed Income Research, says that continued high interest rates will bite all corners of the economy . Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist, expects wage growth to level off as the Fed works to lower inflation. Amrita Sen, Energy Aspects Director of Research, expects more consolidation in oil as...
Oct 23, 2023•34 min
John Bolton, former National Security Advisor and former US Ambassador to the UN, says the US has failed to coherently monitor the situation in the Middle East for close to two decades. Meera Pandit, Global Market Strategist at JPMorgan Asset Management, expects to see continued challenges to the bond market . Greg Valliere, Chief US Policy Strategist at AGF Investments, says the case for US aid to Ukraine and Israel is self-evident. Alex Brazier, BlackRock Investment Institute Deputy Head, says...
Oct 20, 2023•34 min
Speaking at the Economic Club of New York, Federal Reserve chair Jerome Powell suggested the Fed could hold interest rates steady again at its next meeting. But, he warned a future hike isn't out of the question. Powell sat down for an exclusive conversation with Bloomberg Wall Street Week host David Westin, following his remarks. See omnystudio.com/listener for privacy information.
Oct 19, 2023•38 min
Claudia Sahm, Founder of Sahm Consulting, expects the Fed to get inflation back to 2% in the near future. Mark Esper, former US Secretary of Defense, wants to see a stronger consensus among Western leaders connecting the attacks in Israel to Iran. Cameron Dawson, Chief Investment Officer at Newedge Wealth, says consumer spending is starting to soften. Seema Shah, Chief Global Strategist at Principal Asset Management expects to see an economic slowdown. Brian Wieser, Principal & Senior Media ...
Oct 19, 2023•37 min
Jon Lieber, US Managing Director at Eurasia Group, says the US could potentially become involved in the Israel-Hamas war if strikes happen beyond Gaza. Will Kennedy of Bloomberg News doesn't see a major disruption to oil flow in the short-term. Gerard Cassidy, Large Cap Bank Analyst at RBC Capital Markets, reacts to Morgan Stanley's sluggish 3Q earnings. Binky Chadha, Chief Global Strategist & Head of Asset Allocation at Deutsche Bank, says the equity market's resilience indicates durability...
Oct 18, 2023•35 min
Bob Doll, Crossmark Global Investments Chief Investment Officer, says margins will come under pressure going forward. Greg Daco, EY Chief Economist, discusses September's strong retail sales report. Meghan Graper, Barclays Global Debt Capital Markets Co-Head, says that more discipline is being applied to investment decisions. Sri Natarajan, Bloomberg News, says recent banks earnings reflect a 'transitional quarter.' Henrietta Treyz says Congress is eager to begin the voting process on aid for Is...
Oct 17, 2023•33 min
