Bloomberg Intelligence

George Magnus, a Bloomberg View columnist and an associate at Oxford University's China Centre, says China isn't ready to make the concessions the U.S. wants on trade policy. June Grasso, co-host of "Bloomberg Law," discusses the next steps for the Trump administration after an appeals court refused to reinstate the travel ban. Art Hogan, the chief market strategist at Wunderlich Capital Markets,...

Jim Bianco, president and founder of Bianco Research, says 10-year Treasury yields could fall below 2.3% before rising to 3%. Alex Zozaya, CEO of Apple Leisure Group, discusses investment opportunities for tourism and travel in Central America and Donald Trump's potential effect on the travel industry. Sarah Jane Mahmud, a government analyst for Bloomberg Intelligence in London, discusses the pass...

Jim Vogel, an interest rate strategist at FTN Financial, says he expects a plan from the Federal Reserve for its $400 billion of Treasury holdings by the end of 2017. Bloomberg Intelligence's Paul Sweeney discusses Disney and Time Warner. Alan Baum, a principal at Baum and Associates, a Michigan-based research firm, says the price of some cars could rise by $17,000 because of a border tax. Finally...

John Kilduff, a founding partner of Again Capital, says oil prices could fall to as low as $42. Tony Dwyer, Canaccord Genuity's chief market strategist, discusses markets and investing and why he's calling for stocks to fall in the "near term." Jordan Robertson, a Bloomberg technology reporter, says cybersecurity fears are creating a desire for alternative network equipment. Finally, Bloomberg's D...

Paul Sweeney, director of North American research and a media analyst for Bloomberg Intelligence, discusses media earnings and says 21st Century Fox has the best exposure to the global growth of pay TV. Scott Rothbort, president of Lakeview Asset Management, tells Pimm Fox and Lisa Abramowicz why he is short Chipotle. John Wobensmith, president of Genco Shipping, discusses dry bulk commodities in...

Jim Millstein, CEO of Millstein & Co, says Donald Trump's agenda would be a radical refashioning of America's place in the world's economy. Ross Levinsohn, the executive chairman of Mundo Media and formerly Yahoo's interim CEO, says the most important thing media companies need to figure out is a distribution strategy. Peter Dugas, former deputy assistant secretary of the U.S. Treasury, discus...

Marc Stefanski, CEO of Third Federal Savings & Loan, says small and mid-size banks are being choked by the regulatory environment. Bloomberg's Marty Schenker discusses whether Donald Trump will damage long-standing alliances. BNP Paribas' Paul Mortimer-Lee speaks with Pimm Fox and Lisa Abramowicz about rates and the global economy. Finally, Matt Levine, a columnist for Bloomberg View, discusse...

Neil Dwane, a global strategist for Allianz Global Investors, discusses investment strategies for Donald Trump's policies and says infrastructure doesn't change the growth rate of the underlying economy. Bloomberg's John Lippert tells Pimm Fox and Lisa Abramowicz that Ford will have an edge over other automakers in the face of Trump's proposed border tax. Brown Brothers Harriman's Scott Clemons di...

Libby Toudouze, a partner and money manager at Cushing Asset Management, says Williams Partners is in the sweet spot of the energy "renaissance." Michael Scanlon, a money manager at Manulife Asset Management, previews Apple earnings. Max Nisen, a Bloomberg Gadfly columnist covering health care, discusses Eli Lilly and Pfizer earnings, Teva's plunge after patents were invalidated and Donald Trump's...

Former Assistant Secretary of State Lincoln Bloomfield, chairman emeritus of the Stimson Center, says Donald Trump's decision to elevate chief strategist Steve Bannon to the National Security Council and demote the director of National Intelligence and the chairman of the Joint Chiefs of Staff raises questions. Gerardo Rodriguez, a managing director and money manager at BlackRock Financial Managem...

Bill Sandbrook, CEO of U.S. Concrete Inc., gives an outlook on infrastructure and says a border wall will need a significant amount of concrete. Leonid Bershidsky, a Bloomberg View columnist in Berlin, discusses his column, "Trump Is a Master of Diversion." Bloomberg's Eric Martin talks about deteriorating U.S.-Mexico relations amid a trade and border wall clash. Nancy Havens-Hasty, president and...

Bloomberg Intelligence's Tom Orlik discusses how Asia economies will shape up under a U.S.-less TPP and says losing U.S. trade will hurt China. Bob Shanks, CFO of Ford Motor Company, discusses fourth quarter earnings. Peter Andersen, CIO of Fiduciary Trust, talks about his investment strategy in times of uncertainty. Finally, Max Abelson, a finance reporter for Bloomberg, discusses his Businesswee...

Bloomberg's Joe Nocera tells Pimm Fox and Lisa Abramowicz why Tom Price's stock trades flunk the smell test. Jamie Butters, a U.S. auto reporter for Bloomberg, discusses why Donald Trump has picked a bad time to push for new U.S. auto factories. Bloomberg Gadfly's Tim Culpan discusses Foxconn Technology's plans for a U.S. plant that might create 30 thousand to 50 thousand jobs. Finally, Ron Willia...

Bloomberg's Josh Wingrove discusses Canada signaling a possible U.S. trade deal that excludes Mexico. Michael Halen, a consumer analyst at Bloomberg Intelligence, speaks with Pimm Fox and Lisa Abramowicz about McDonald's earnings and seismic shifts in restaurant demographics. Lawrence Golub, CEO of Golub Capital, discusses the outlook for markets. Finally, Jennifer Jacobs, Bloomberg's senior polit...

Justin Sink, a U.S. government reporter for Bloomberg, tells Pimm Fox and Lisa Abramowicz about Donald Trump's immediate challenges after taking office. Doug Borthwick, the managing director and head of FX at Chapdelaine & Co, discusses Trump signaling that he will abandon the "strong dollar" policy in the U.S. Finally, Matt Freund, the co-CIO and head of fixed income strategies at Calamos Inv...

Henry Meyer, a politics reporter for Bloomberg in Moscow, discusses the Kremlin's growing fears that a meaningful detente with the U.S. may not be achieved. John Augustine, CIO of Huntington Bank, discusses the Fed, the economy and investing under a Donald Trump administration. Jonathan Bernstein, a columnist for Bloomberg View, tells Pimm Fox and Lisa Abramowicz why hundreds of still-empty staff...

Nancy Ognanovich, a senior reporter at Bloomberg BNA, discusses the Senate hearings on Donald Trump's cabinet picks and tells co-hosts Pimm Fox and Lisa Abramowicz that Andrew Puzder may drop out of the running for Labor Secretary. Ira Millstein, a senior partner at Weil, Gotshal & Manges LLP and an adjunct professor at Columbia Law School, talks about his new book, "The Activist Director: Les...

David Welch, Detroit Bureau chief for Bloomberg, on GM announcing $1 billion in US investments, answering to pressure from Trump. Rob Hutton, UK government and politics reporter for Bloomberg, on Theresa May's outline to take the UK out of the single market. Joe Carroll, Energy Americas reporter for Bloomberg, on Exxon buying Permian Basin assets from the Bass Family. Mike Bailey, CFA, Director of...

Ward McCarthy, the chief economist at Jefferies, discusses the Fed and gives his global economic outlook for 2017. John Lauerman, a health care reporter for Bloomberg, tells Pimm Fox and Lisa Abramowicz about the dwindling number of hospitals in America and how undoing Obamacare could make it worse. Alison Williams, a senior banks analyst for Bloomberg Intelligence, discusses bank earnings. Finall...

John Petrides, a managing director and portfolio manager at Point View Wealth Management, says Apple could build a significant new business in original shows and movies. Liz Ann Sonders, chief investment strategist at Charles Schwab & Co, gives her 2017 market outlook. Bloomberg's Max Nisen discusses biotech and pharma investors continually getting blindsided by Donald Trump. Finally, Brian Ry...

Bloomberg's Steven Dennis discusses the Congressional hearings for Donald Trump's cabinet picks. Mike Materasso, senior vice president and co-chair of Franklin Templeton's Fixed Income Policy Committee, talks to Pimm Fox and Lisa Abramowicz about monetary/fiscal policy and geopolitical risks on the fixed income and currency markets. Chris Strohm, a national security reporter for Bloomberg, discuss...

Bob Carter, president of Toyota North America, discusses the new Camry and the global nature of the auto industry. Nancy Ognanovich, a senior reporter at Bloomberg BNA, talks to Pimm Fox and Lisa Abramowicz about the Senate hearings on Donald Trump's cabinet picks. Johan de Nysschen, president of Cadillac, discusses Cadillac's new car subscription service in NYC and the importance of the V-series...

Volvo's Lex Kerssemakers discusses Volvo's comeback and says the company will start producing cars in the U.S. by mid-2018. Kevin Tynan, a senior auto analyst for Bloomberg Intelligence, and Bloomberg Detroit Bureau Chief David Welch talk to Pimm Fox and Lisa Abramowicz about the themes and highlights from the auto industry at the North American International Auto Show. Sam Slaughter, chairman of...

Porter Bibb of Mediatech Capital Partners gives an outlook for the AT&T-Time Warner merger and discusses Megyn Kelly and Greta Von Susteren moving to NBC from Fox. Dr. Alex Lidow, CEO and co-founder of Efficient Power Conversion, talks about EPC's chips being used in wireless consumer electronics and the future of car technology. Bloomberg's Daniel Moss speaks with Pimm Fox and Lisa Abramowicz...

Jim Paulsen, chief investment strategist and economist at Wells Capital Management, sees a "bunny" market in 2017. Ellen Zentner, chief U.S. economist at Morgan Stanley, gives her 2017 U.S. consumer outlook. Bloomberg's Vincent Cignarella discusses five ways the dollar rally may end if Donald Trump's policies fail. Finally, Willis Sparks, the director of global macro at Eurasia Group, tells Pimm F...