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Bloomberg Intelligence
Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.
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Épisodes
September Jobs Report, Health Care, and Trade 04.10.2019 25:47
Tom Gimbel, Founder and CEO of LaSalle Network, discusses the September payroll report and the relationship between low unemployment and wage figures. Doug Cohen, Managing Director at Athena Capital Advisors, discusses the September labor report, the outlook for Fed rate cuts, and US-China trade. Max Nisen, Bloomberg Opinion Biotech, Pharma and Health Care Columnist, discusses the Trump Administra...
ISM Non-Manufacturing Data, Markets, Argentina Debt 03.10.2019 23:32
Bloomberg Economics Senior U.S. Economist Yelena Shulyatyeva, will discuss today’s ISM non-manufacturing data and preview Friday’s payrolls report. George Young, portfolio manager of the Villere Balanced Fund, will discuss managing risk, what's ahead for the remainder of 2019, and investment strategy. Damian Sassower, Chief Emerging Markets Credit Strategist, will discuss his column on Argentina’s...
ADP Report, Economy, Markets, Cannabis 02.10.2019 24:50
Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on U.S ADP Employment Report, markets, and economic outlook. Therese Raphael, Bloomberg Opinion Editor, will discuss UK Prime Minister Boris Johnson’s speech today and the possibility of a no-deal Brexit. Compass Diversified Holdings CEO Elias Sabo, will discuss impact of the trade war on CODI’s business, and expectations for consumer...
Charles Schwab, Manufacturing Data, IPO Market 01.10.2019 21:24
David Ritter, BI Senior Industrial Analyst, will discuss today’s news that Charles Schwab is eliminating commissions for stocks, ETFs and options listed on U.S. or Canadian exchanges. Timothy Fiore Chairman of the Manufacturing Business Survey at the Institute for Supply Management, on ISM Manufacturing data. Jackie Kelley, Americas IPO Leader at EY, will discuss the current IPO market, how Q3 was...
WeWork Withdraws IPO, Repo Strains, AI in Hiring 30.09.2019 24:01
Sonali Basak, Bloomberg Investment Reporter, will discuss WeWork withdrawing the prospectus for its postponed IPO. Brian Chappatta, Bloomberg Opinion debt columnist, will discuss his column on Investment-grade companies shaking off repo strains, while IPO flops to borrow more than ever. Jeff Powell, Managing Partner at Polaris Greystone Financial Group, will discuss market outlook and potential im...
Whistle-Blower Complaint, Climate Change, & Bond Market 27.09.2019 28:30
Carin Pai, Head of Equities, Fiduciary Trust Company International, with markets commentary, and how equity performance is reflecting views on trade policy and interest rates. Noah Feldman, Professor at Harvard Law and Bloomberg Opinion columnist, will discuss his column on why the whistle-blower complaint against President Trump shows impeachable crimes. Regina Mayor, Global Sector Head for Energ...
Ukraine Call Summary, Impeachment Inquiry, & GBF 25.09.2019 28:10
Alex Wayne, Bloomberg News White House Team Leader, will discuss President Trump releasing a rough transcript of call with Ukraine. Justin Sink, Bloomberg News White House Reporter, will discuss Nancy Pelosi launching a formal impeachment inquiry of Donald Trump. Dilhan Pillay, new CEO of Temasek International, on his new role and current investment outlook. Shira Ovide, Bloomberg Opinion technol...
Trump's UN Speech, Boris Johnson, & Climate Change 24.09.2019 23:04
Saleha Mohsin, Bloomberg News U.S. Treasury Reporter, will recap President Trump’s UN address. Seventh Generation CEO Joey Bergstein discusses their effort to address global climate change and the growth outlook for environmentally safe products. Edward Evans, Bloomberg News Europe Columnist, Will discuss today's ruling that Boris Johnson's suspension is unlawful. Kendrick Nguyen, CEO and co-found...
WeWork CEO May Be Fall Guy For Investor Misvaluation 23.09.2019 29:44
Shira Ovide, Bloomberg Opinion technology columnist, on SoftBank pressuring WeWork CEO Adam Neumann to step down as its IPO falters. John Authers, Senior Editor for Bloomberg Markets, and Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, discuss how the Fed has handled the repo ruckus, as well as Bill Dudley's recent controversial op-ed. Corlis Murray, SVP and Head of Engineering at A...
China Trade Ceasefire Expected Soon, Punting To 2020 20.09.2019 28:19
Michael McDonough, Chief Economist for Financial Products at Bloomberg LP, on why he expects an interim, cosmetic trade deal with China. Harold Edwards, CEO of Limoneira (Nasdaq: LMNR), on the global growth of lemon and avocado consumption, and managing the trade war. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fe...
Fed Injects Cash for Third Day as Calm Returns 19.09.2019 19:37
Tom Kennedy, Global Head of Macro & Fixed Income Strategy at J.P. Morgan Private Bank, discusses the Fed injecting cash for a third day and the latest interest rate cut. Bob Ryan, Chief Strategist, Commodity & Energy Strategy for BCA Research, talks about the oil market. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at the Conference Board, on the August U.S. Le...
Wishes For Big Rate Cuts Foiled By Strong Consumer 18.09.2019 28:13
Bob Burgess, Bloomberg Opinion editor, on his column, "Markets Have Three Wishes. One May Come True." Melissa Reagen, Head of U.S. Research at Nuveen Real Estate, discusses the latest market trends in real estate, in light of the current uncertain economic environment. Hugh Nickola, Principal and Head of Fixed Income at Gentrust, and Alex Harris, Bloomberg bond reporter, on the Fed injecting more...
New York Fed Conducts Repo Operation; Oil Plunges 17.09.2019 20:17
Bloomberg Intelligence U.S. Rates Strategist Ira Jersey on the New York Fed conducting its first overnight system repurchase agreement in a decade. Doug Duncan, Fannie Mae Senior Vice President and Chief Economist on the housing market. Ellen Wald, Atlantic Council Global Energy Center Non-Resident Senior Fellow on oil plunging on a report Saudis may soon resume 70% of lost output. See omnystudio...
Good Time To Sell Oil Into Rally: Cantor's Cecchini 16.09.2019 26:47
Peter Cecchini, Cantor Fitzgerald Global Chief Market Strategist, on the oil markets and signs of pure froth emerging in credit markets. David Welch, Bloomberg's Detroit Bureau Chief, on the GM worker strike. John Kilduff, Founding Partner of Again Capital, on oil surging to $71 a barrel after a strike on a Saudi Arabian oil facility. Wolfgang Koester, Senior Strategy Officer at Kyriba, on the win...
Retail Sales Optimism & Central Bank Stimulus 13.09.2019 21:28
Retail Sales Optimism & Central Bank Stimulus (Podcast)Constance Hunter, Chief Economist at KPMG, on retail sales and how the Fed could react to the ECB and Draghi's QE. Kelly Steckleberg, CFO of Zoom, on Q2 earnings, and HSBC's commitment. Mark Mader, CEO of Smartsheet, on the company's growth and trends in the workspace segment, as well as recent IPOs like Slack, Zoom and upcoming WeWork. Ho...
Slow-Walking Regulation On Vaping Is Being Challenged 12.09.2019 29:17
Max Nisen, Bloomberg Opinion health care columnist, on the need for aggressive FDA regulation and oversight of e-cigarettes. Kit Juckes, Global Fixed Income Strategist for Societe Generale, on the ECB rate decision and why QE isn't the answer for growth. Mike Massaro, CEO of Flywire, on the massive shift undergoing the payments industry. Harvard Business School Professor and former investment bank...
Bond Selloff Leading the Rotation on Equity Front 11.09.2019 33:52
Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy for Columbia Threadneedle Investments, on the current investment outlook and the US-China trade saga, Ken Fisher, Founder and Executive Chairman of Fisher Investments, on the shift from momentum to value stocks, Sarah Sayed, Bloomberg News Reporter, on Hong Kong Exchanges unexpected bid for the London Stock Exchange, and Mi...
The 'Liquification' of Private Markets Is Underway 11.09.2019 26:21
Christopher Wolfe, Chief Investment Officer for First Republic Private Wealth Management, on his current investment outlook and private markets. John Butler, Senior Telecom Services & Equipment Analyst at Bloomberg Intelligence, on AT&T's outlook. Sakhila Mirza, senior director of the London Bullion Market Association, discusses gold and developments in the global precious metals markets...
FDIC Walks Fine Line Between Regulation and Innovation 10.09.2019 26:53
Jelena McWilliams, Chairman of the FDIC, on the evolution of fintech and the role of regulators. Brad Levy, Global Head of Loans and CEO of MarkitSERV/IHS Markit, on the financial system of the future, and why we haven't seen a real credit event in the loan market. Dr. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on why regulators should be wary of Saudi Ara...
Jobs Report Reaction & Tech in Wind Turbines 06.09.2019 31:01
Vincent Cignarella, Global Macro Strategist for Bloomberg & Carl Riccadonna, Bloomberg Economics Chief U.S. Economist, on the jobs report. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, on jobs data and the economy. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the jobs report, credit markets, negative yields...
Brexit, U.S-China Trade, AutoNation CEO 05.09.2019 30:50
Therese Raphael, Bloomberg Opinion Editor, will discuss the latest Brexit news, and how Boris Johnson’s brother quit the government in protest at his Brexit strategy. Shawn Donnan, Bloomberg News Senior Trade Reporter, will discuss the latest in U.S, China trade talks. Stephen Schork, President of the Schork Group and Editor of The Schork Report, on oil and gas markets. Cheryl Miller, AutoNation’s...
Boris Johnson, AI, Fed 04.09.2019 29:16
John Authers, Senior Editor for Bloomberg Markets, will discuss why U.K. Prime Minister Boris Johnson’s Brexit strategy is in tatters after UK government loses majority in parliament. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on markets and current investment outlook. Chris Condon, Federal Reserve Reporter, will discuss what’s a busy day for Fed speakers, and al...
Brexit, Markets, China Tariffs (Podcast) 03.09.2019 27:22
Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, discusses her column on Brexit and the latest on overnight volatility with the pound, and parliament reassembling after the summer break. Tom Stringfellow, CIO at Frost Investment Advisors, on markets and investment strategy. Jason Schenker, President of Prestige Economics and a Bloomberg Opinion columnist, on oil...
100-Year Bonds Could Alter How Rate Risk Is Traded 30.08.2019 30:19
Marcus Ashworth, Bloomberg Opinion columnist covering European markets, on why 100-year bonds could significantly alter how interest-rate risk is traded. Deepak Puri, Americas CIO at Deutsche Bank Wealth Management, discusses why equities still have legs. Harvey Manes, author of Collecting Art For Pleasure And Profit and Board member at the Nassau County Museum of Art (NCMA), on why it's time to...
How Popeye's Chicken Sandwich Harnessed Social Media 29.08.2019 28:20
Michael Halen, Senior Restaurant Analyst for Bloomberg Intelligence, on the Popeye's chicken sandwich phenomenon. Scott Flanders, CEO of eHealth, on trends in health care insurance and what’s driving growth. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on how the trade war is killing capital investment. Christopher Balding, Associate Professor at Fulbrig...
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