Bill Dudley, former NY Fed President & Bloomberg Opinion columnist, says the market could be getting ahead of itself after Fed Chair Powell's optimistic outlook. Priya Misra, JP Morgan Asset Management Portfolio Manager, says markets are not pricing in the chance of Fed cuts below the 3% level. Jay Pelosky, TPW Advisory Principal & Founder, says that we're moving toward a rate cutting cycle in 2024. Elliot Ackerman, US Marine Corps Veteran & former White House Fellow, breaks down the...
Dec 18, 2023•39 min
Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world. on Apple: trib.al/Mx9TCh1 on Spotify: trib.al/T4BG8s4 Anywhere: trib.al/O4EX6BA See omnystudio.com/listener for privacy information.
Dec 17, 2023•51 sec
Julian Emanuel, Evercore Chief Equity & Quantitative Strategist, expects the Fed to stay as quiet as possible over the next few months after giving markets the ‘all-clear’. Jon Lieber, Eurasia Group United States Managing Director, discusses the implications of increasing global resistance for supplying aid to Ukraine. Greg Daco, EY Chief Economist, says the economy has “all the right ingredients for a disinflationary environment” in 2024. Meghan Swiber, Bank of America Merrill Lynch Directo...
Dec 15, 2023•28 min
Neil Dutta, Renaissance Macro Head of Economics, says the Fed is following a "rules-based framework" around inflation and expects the economy to continue top grow . Elyse Ausenbaugh, J.P. Morgan Private Bank Global Investment Strategist, reacts to the ECB decision. Sree Kochugovindan, Abrdn Senior Research Economist, says she sees the possibility of a start of a technical recession in the UK and expects recession-like conditions to persist. Stephanie Roth, Wolfe Research Chief Economist, says th...
Dec 14, 2023•24 min
Blackrock Managing Director Jeffrey Rosenberg discusses the latest Fed decision with Bloomberg's Tom Keene, Lisa Abramowicz, and Jonathan Ferro. See omnystudio.com/listener for privacy information.
Dec 13, 2023•10 min
Bloomberg Opinion Columnist and Former NY Fed President Bill Dudley discusses the latest Fed decision with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Tom Keene. See omnystudio.com/listener for privacy information.
Dec 13, 2023•10 min
Bloomberg's Tom Keene, Jonathan Ferro 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.
Dec 13, 2023•31 min
Bloomberg's Tom Keene, Jonathan Ferro 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.
Dec 13, 2023•30 min
Claudia Sahm, Sahm Consulting Founder & Bloomberg Opinion Writer, says her biggest risk factor in the markets is the Fed itself. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says any interest rate cuts would likely happen toward the end of 2024. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says that markets are running ahead of the Fed. Andrew Hollenhorst, Citi US Chief Economist, says an overall slowing of economic activity points to a Fed cut. Ch...
Dec 13, 2023•36 min
Dana Peterson, The Conference Board Chief Economist, expects consumers to pull back on spending as core prices ticked up in November. Alicia Levine, BNY Mellon Wealth Management Head of Investment Strategy and Equity Advisory Solutions, predicts the Fed won't cut rates until the second half of 2024. Lindsey Piegza, Stifel Chief Economist, says her concern is that the Fed doesn't tighten enough, and allows inflation to become further entrenched. Christyan Malek, JP Morgan Global Head of Energy St...
Dec 12, 2023•31 min
Carl Riccadonna, BNP Paribas Chief US Economist, says we still have yet to feel peak restriction. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says there's a place for bonds as investors look to a more balanced portfolio. Greg Valliere, AGF Chief US Policy Strategist, says we could see a surprise from the Democrats with an unknown nominee. Max Layton, Citi Global Head of Commodities Research, says OPEC+ would need to maintain cuts next year in order to balance markets. Get the Bloombe...
Dec 11, 2023•26 min
Julie Su, US Acting Secretary of Labor, reacts to the better-than-expected November jobs report. Michael Darda, Roth MKM Chief Economist & Macro Strategist, says that the report should compel the Fed to hold off on cutting rates in early 2024. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the report suggests a very strong labor market supportive of services inflation. Jerome Schneider, PIMCO Managing Director, Short-Term Portfolio Management & Fu...
Dec 08, 2023•24 min
Tiffany Wilding, PIMCO Economist, expects growth to stagnate next year as the Fed's policy drags continue to build . David Bailin, Citi Global Wealth Chief Investment Officer & Global Head Of Investments, says there's opportunity in rising earnings as markets begin to normalize . Randy Kroszner, Univ. of Chicago Professor of Economics & Former Fed Governor, says continued wage growth makes the Fed's inflation goal unlikely . Paul Sankey, Sankey Research Founder & Lead Analyst, says h...
Dec 07, 2023•37 min
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the status of the economy doesn't justify the Fed cutting rates . Amanda Lynam, BlackRock Head of Macro Credit Research, claims banks will remain at the center of lending, but that private credit can now compete in ways it previously couldn't . Libby Cantrill, PIMCO Director of Public Policy, previews the fourth GOP presidential debate . Elliot Ackerman, US Marine Corps Veteran & Former White House Fellow, breaks down the late...
Dec 06, 2023•34 min
Marc Rowan, Apollo CEO, says his firm has no plans to shift from private equity amid the best year in its history, and also discusses rising antisemitism and the 2024 presidential election. Jim Zelter, Apollo Asset Management Co-President, says the Fed put is back in the market. Torsten Slok, Apollo Global Management Chief Economist, says there's evidence of a weakening labor market. Olivia Wassenaar, Apollo Head of Sustainable Investing, joins from the COP28 climate summit in Dubai where she sa...
Dec 05, 2023•40 min
Peter Tchir, Head of Macro Strategy at Academy Securities says he wants to be underweight Treasuries right now.George Saravelos, Global Head of FX Research at Deutsche Bank, says the ECB should cut rates when it meets next week. Ajay Banga, President of The World Bank joins from COP 28. David Turk, US Department of Energy Deputy Secretary joins from COP 28 where he says now is the time to refill the Strategic Petroleum Reserve. Helane Becker, Senior Research Analyst at TD Cowen weighs in on Alas...
Dec 04, 2023•34 min
Reports of crimes targeting Jews, Muslims and Arabs have risen around the world in since the Oct. 7 Hamas attack on Israel, and the Israeli military’s retaliatory operation in Gaza. While previous conflicts in the Middle East also sparked a backlash outside the region, this time it is more intense and the wave of hate may be far from cresting, according to advocacy groups, former law enforcement officials and analysts. In this Bloomberg Radio special report, Stephen Carroll examines how these co...
Dec 02, 2023•24 min
Liz Young, SoFi Head of Investment Strategy, says the correlation between stocks and bonds could remain positive going forward. Lauren Goodwin, New York Life Investments Economist & Director of Portfolio Strategy, predicts the story around technology in 2024 will expand into the digital infrastructure. Nadia Martin Wiggen, Svelland Capital Director, says she doesn't see a long-term negative price path for oil. Antonio Neri, Hewlett Packard Enterprise President & CEO, discusses the compan...
Dec 01, 2023•41 min
John Micklethwait, Bloomberg Editorial Editor-in-Chief, reflects on the life and career of the late Henry Kissinger. Neil Dutta, Renaissance US Economic Research Head, says the economy is on a glide path toward a Fed interest rate cut by March . John Lawler, Ford Motor Chief Financial Officer, says the company is focusing on increasing efficiencies and reducing labor hours to produce vehicles . Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, suggests the Fed is done hikin...
Nov 30, 2023•38 min
Henry Kissinger, the child refugee who rose to become US Secretary of State and defined American foreign policy during the 1970s with his strategies to end the Vietnam War and contain communist countries, has died. He was 100. Not long before his passing, Kissinger sat down with Bloomberg Editor-in-Chief John Micklethwait for an extended conversation. He talked about his life and career, what shaped his worldview, and his thoughts on the current state of global affairs. Listen here for that spec...
Nov 30, 2023•1 hr 27 min
Mary Barra, GM CEO, discusses the company's announcement of its biggest-ever buyback plan, and says she expects 'strong adoption' of more affordable EV s. Thierry Wizman, Macquarie Global Interest Rates & Currencies Strategist, says the biggest risk right now is another sudden shock in the oil market . Scott Nuttall, Kohlberg Kravis Roberts Co-CEO, discusses his firm's acquisition of insurer Global Atlantic . Lara Rhame, FS Investments Chief US Economist, says the state of services in the ec...
Nov 29, 2023•44 min
Charles Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway Inc. from a failing textile maker into an empire, has died. He was 99. For more on Munger's life and legacy, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News reporter Noah Buhayar, and long-time Berkshire investor, Bill Smead of Smead Capital Management. See omnystudio.com/listener for privacy information....
Nov 28, 2023•15 min
Cameron Dawson, Newedge Wealth Chief Investment Officer, s ays that signs of a recession will come from the market, not the Fed. Bill Dudley, Former NY Fed President & Bloomberg Opinion columnist, expects central banks to introduce digital currencies amid disarray in the crypto sector . Mike Mayo, Wells Fargo Senior Equity Analyst, says AI can take the relationship between banks and technology to another level . Katy Kaminski, AlphaSimplex Chief Research Strategist, s ays she's concerned abo...
Nov 28, 2023•31 min
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says the path for equities is higher in 2024. Dana Telsey, Telsey Advisory Group CEO, breaks down record-high Black Friday sales . Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, discusses the latest on the Israel-Hamas war . Torsten Slok, Chief Economist, Apollo Global Management, says the Fed's rate policy is leading to a gradual slowdown. Steve Schwarzman, Chairman & CEO of Blackstone Inc., says ...
Nov 27, 2023•38 min
Jeff Gennette, Macy's CEO says department stores are still relevant and his company is ready for the holiday shopping season. Joe Feldman, Telsey Advisory Group Sr. Research Analyst says retailers are starting to embrace AI. Justin Wolfers, University of Michigan, University of Michigan Professor of Public Policy & Economics discusses the surprise drop in prices of Thanksgiving dinner. Brian Kelly, The Points Guy Founder says use your credit card points before they lose value. See omnystudio...
Nov 24, 2023•31 min
Jack Caffrey, JP Morgan Asset Management Equity Portfolio Manager, says the holiday rally in the equity market is in full force. Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, discusses the latest in the Israel-Hamas war and its impact on domestic politics. Helane Becker, TD Cowen Senior Research Analyst, walks through what's expected to be the busiest holiday travel season in years amid uncertainty in the airline industry. Earl Davis, BMO Global Asset Management H...
Nov 22, 2023•35 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 22, 2023•23 min
Rishi Jaluria, RBC Capital Markets Managing Director, says Microsoft has leapt ahead of its competitors in the monetization of AI. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, says diversification is key for portfolios and expects more volatility to come. Michael Collins, PGIM Fixed Income Senior Portfolio Manager & Multi-Sector Fixed Income Strategies, says there's a chance inflation could get stuck over 2%. Robert Hormats, Tiedmann Advisors Managing Director &a...
Nov 21, 2023•28 min
Mandeep Singh, Bloomberg Intelligence Sr. Technology Analyst, breaks down the shifting AI landscape amid Sam Altman's move to Microsoft . Andrew Hollenhorst, Citi US Chief Economist, says there is no urgency for the Fed to cut rates . Terry Haines, Pangaea Policy Founder, discusses troubling new poll numbers for President Biden . Jane Foley, Rabobank Head of FX Strategy, says 2024 could see major changes in the foreign exchange market. Mike Froman, Council on Foreign Relations President, says th...
Nov 20, 2023•33 min
Mohamed El-Erian, Bloomberg Opinion Columnist, guests hosts the show and says the 'enormous volatility' in the bond market needs to be corrected in order to restore the Fed's credibility . Stephanie Kelton, Stony Brook University Professor of Public Policy & Economics, says the Fed has effectively put fiscal policy on autopilot. Steve Chiavarone, Federated Hermes Head of Multi-Asset Solutions, describes the Fed's policy trajectory as headed for a "rocky landing." Stephen Schork, The Schork G...
Nov 17, 2023•38 min
