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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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2026. nov. 7.

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Epizódok

China Saber-Rattling Likely, As Trade Tensions Escalate 05.08.2019

Matt Gertken, Geopolitical Strategist at BCA Research, discusses the conflict between the US and China. Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses why the yuan drop is due to market forces, not manipulation. Ben Breitholtz, Data Scientist for Arbor Data Science, discusses how Trumpian uncertainty has become a real problem and a new leading indicator. Frank...

China's Next Move In Trade War? Target U.S. Companies (Podcast) 05.08.2019

Andy Browne, Editorial Director: Bloomberg New Economy, on Trump's new round of China tariffs, and what to expect in terms of retaliation. John Kilduff, Founding Partner of Again Capital, on oil markets plunging on new China tariffs. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the Fed, yield curve, and the...

Fed 'Takes Back' Last Year's Hike: Invesco's Hooper 01.08.2019

Kristina Hooper, Chief Global Market Strategist at Invesco, on the Fed "taking back" last year's fourth rate hike. Harley Finkelstein, COO of Shopify, on the company's strong earnings, and why direct-to-consumer is the future of retail. Andrew Feltus, Amundi Pioneer Co-Director of High Yield, on the Fed decision on the high-yield bond market. Hugh Bromley, solar market analyst for Bloomberg New En...

The Compelling Case For Front-Loading A 50bp Rate Cut 31.07.2019

Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the case for a 50 bps Fed cut. Laura Martin, Senior Entertainment analyst at Needham & Co. on Apple and upcoming media earnings. Craig Trudell, U.S. Autos Team Leader for Bloomberg, on auto earnings and Musk testing the SEC with a new tweet on production.  Stacey Hunter-Harrington, the owner...

Federal Reserve Meets; Apple to Post Earnings 30.07.2019

Bloomberg Intelligence U.S. Rates Strategist Ira Jersey looks ahead to Fed decision. Bloomberg Opinion Columnist Shira Ovide previews Apple earnings. The Conference Board’s Lynn Franco on consumer confidence rising in July.  Miller Tabak equity strategist Matt Maley on stock market near record highs See omnystudio.com/listener for privacy information.

Pound Sinks As Market Comes To Grips With Hard Brexit 29.07.2019

Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses the pound sinking on hard Brexit fears, and the dollar ahead of the Fed decision. Dan Ives, Managing Director and Equity Analyst covering the Technology sector at Wedbush Securities, on tech earnings and what to expect from Apple. Max Nisen, Bloomberg Opinion health care columnist, on why the Pfizer-Mylan combo sol...

Markets May Be Undervaluing Potential Benefit To DISH (Podcast) 26.07.2019

Nabila Ahmed, Bloomberg Deals reporter, and Jennifer Rie, Senior Litigation analyst for Bloomberg Intelligence, discuss T-Mobile winning approval to acquire Sprint. Donny White, CEO and Founder of Satisfi Labs, on how AI is being used in stadiums and on Broadway. Scott Wren, Senior Global Equity Strategist for Wells Fargo Investment Institute, on why it’s a "show-me" market going forward. Carl Ric...

Facebook's 'Zero' Data Cost Is Threatened By Regulation 25.07.2019

David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on Big Tech earnings and regulation. Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing. Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP, discusses the Mueller hearing. Elisa Martinuzzi, Bl...

Less-Liquid Credit Markets Are Pushing Traders to CDX: 23.07.2019

Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, discusses his 3rd Quarter global outlook. Michael Zeldin, former federal prosecutor and Robert Mueller's former Special Assistant at the DOJ, on what to expect from the Mueller hearings. Constance Hunter, Chief Economist at KPMG, on why the sluggish housing market is a puzzle for the Fed. Therese Raphael, Bloomberg Opinion...

Don't Try to Trade This Market: Fidelity's Timmer 22.07.2019

Jurien Timmer, Fidelity Investments Director: Global Macro, discusses if the Fed should cut rates during a pivotal time in earning season. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, on the escalation in Iran and impact to energy markets. Safi Bahcall, author of the WSJ bestseller Loonshots, on why Branson and Musk have outdone NASA a...

You Can't Issue Debt Forever: State Street's Loh 19.07.2019

Marvin Loh, Global Macro Strategist at State Street, on the Fed, the economy, and debt ceiling. Seth Grae, President and CEO of Lightbridge, to discuss Iran breaking the nuclear deal, what needs to be done for non-proliferation, and exporting nuclear technology to the middle east.  George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing. Joe Mysak, M...

Netflix Shares Plunge; Morgan Stanley Posts Steep Trading Slide 18.07.2019

 Ken Leon, Global Director of Equity Research at CFRA, on Morgan Stanley posting steepest trading slide on Wall Street. Bloomberg Opinion Columnist Shira Ovide discusses NetFlix plunging on falling subscriber growth. Gad Levanon, Chief Economist: North America at the Conference Board, on the Leading Economic Index falling. See omnystudio.com/listener for privacy information.

Housing Starts Fall to 3-Month Low: BofA Earnings Recap 17.07.2019

Renaissance Macro economist Neil Dutta on Housing Starts falling: Bloomberg News Federal Reserve Reporter Christopher Condon on Trump vs. Powell. Bloomberg Intelligence senior financial analyst Alison Williams discusses Bank of America Earnings. Don Steinbrugge, chief executive officer of hedge fund consultant Agecroft Partners, on markets near all-time highs. See omnystudio.com/listener for priva...

Facebook Takes Heat From Skeptical Senators on Libra 16.07.2019

Lionel Laurent, Bloomberg Opinion columnist, on Facebook’s David Marcus testimony before the Senate Banking committee on their new cryptocurrency, Libra. Steve Silver, President and COO of Krasdale Foods, on the NYC food market, the latest trends in the grocery space, and the Amazon effect. Evan Clark, Deputy Managing Editor for WWD, on Amazon Prime Day and their work strike, and retail sales. Yal...

Pervasive Pessimism Is a Reason to Be Bullish: Hyzy 15.07.2019

Chris Hyzy, Chief Investment Officer at Bank of America Global Wealth & Investment Management, with his mid-year outlook and asset allocation changes to consider. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why more stimulus may be a bridge to nowhere. Tom Orlik, Chief Economist for Bloomberg Economics, on why we could expect more weakness out of China. Matt Jozwiak...

Stocks at Records; Labor Chief Acosta to Quit 12.07.2019

Bloomberg News Washington Bureau Chief Craig Gordon on Alex Acosta Resigning as Labor Secretary. Bruce Bittles, Chief Investment Officer at Baird, on stocks at record Highs. Bloomberg Chief U.S. Economist Carl Riccadonna discusses Producer Prices Increasing More Than Forecast in June. Bloomberg News Reporter Spencer Soper Previews Amazon's Prime Day. See omnystudio.com/listener for privacy informa...

Fed's Aim Is to Boost Asset Prices; Don't Fight It 10.07.2019

Peter Tchir, Head of Macro Strategy at Academy Securities, discusses his outlook for markets, the Fed, and current investment strategy. Hosted by Lisa Abramowicz and Paul Sweeney.  See omnystudio.com/listener for privacy information.

Richard Branson Is Taking Space-Tourism Unit Public 09.07.2019

Virgin Atlantic CEO Richard Branson and Social Capital CEO Chamath Palihapitiya speak to Bloomberg's Vonnie Quinn and Guy Johnson to discuss taking space-tourism company Virgin Galactic public. Christopher Jasper, transport/aviation reporter for Bloomberg, breaks down the key takeaways. Thomas Siebel, Founder, Chairman and CEO of C3, discusses his new book, "Digital Transformation: Survive and Thr...

Analysts Sour On Apple As China Nationalism Hits iPhone 08.07.2019

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Wall Street souring on Apple, and Google denying being in talks with Dish to create a 4th network. Joey Bergstein, Seventh Generation CEO, on the company's 2025 goals and lobbying efforts on climate change. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on why Deutsche Bank's reboot looks real this...

Jobs Print Takes 50bp July Rate Cut Off Table: Dudley 05.07.2019

Bill Dudley, former New York Fed President and senior researcher at Princeton University’s Center for Economic Policy Studies, discusses the Fed, the economy, and his column: "The Fed Should Keep Its Tools in Their Place."  Jim Bianco, President and Founder of Bianco Research, on interviewing for one of the open Fed governor positions. Steven Arons, German banks reporter for Bloomberg, on how Deut...

Biggest Risk Is Downside Jobs Surprise: JPM's Kennedy 03.07.2019

Tom Kennedy, Global Head of Macro & Fixed Income Strategy, J.P. Morgan Private Bank, discusses his current outlook for fixed income markets and the Fed. Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on why Christine Lagarde is a great choice for head of the ECB. Bridget van Kralingen, Senior Vice President of IBM Global Industries, Clients, Platforms...

Big EU-Mercosur Trade Deal Sends Message To Trump, UK 02.07.2019

Therese Raphael, Bloomberg Opinion editor, discusses Trump's new round of EU tariff threats and the EU-Mercosur trade deal. Michelle Krebs, Executive Analyst at AutoTrader, on auto sales and truck wars. Steve White, CEO and Founder of Harvest Health & Recreastion, discusses the cannabis market after Illinois becomes the 11th state to legalize marijuana. Dr. Ellen Wald, President of Transversal...

Big Mistake To Not Enlist Europe Against China: Rhodes (Podcast) 01.07.2019

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the lack of a substantive China trade deal for the U.S. Jason Schenker, President of Prestige Economics and a Bloomberg Opinion columnist, on the OPEC meeting. Lanhee Chen, Research Fellow at the Hoover Institution, on the Democratic candidates and the 2020 political landscape. Michael Hirson, Practice Head,...

GOP Strategist Heye Warns Dems Lurching Too Far Left 28.06.2019

Doug Heye, former RNC Communications Director and Republican Strategist, unpacks the second night of Democratic debates.  Maria Considine King, Senior Vice President, Practice Management at Commonwealth Financial Network, discusses why women advisors need more visibility. Bloomberg's Mike McKee, International Economics & Policy Correspondent, and Steve Engle, TV correspondent in Hong Kong, dis...

Ford Moves In Right Direction With Euro Job Cuts: Kudla 27.06.2019

David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Ford eliminating 20% of its workforce across Europe. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the winners and losers of the first Democratic debate. Ron Luzon, CEO of My Size, on disrupting online clothes shopping with a “virtual measuring t...

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