Bloomberg Intelligence

Charles Peabody, President of Portales Partners LLC, on bank earnings and why bank stocks have peaked. Ariel Cohen, Senior Fellow at the Atlantic Council, on Trump’s upcoming summit with Putin. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Theresa May’s white paper and how Trump’s comments may impact Brexit negotiations with EU. Mary Ann Halford, Global Med...

John Kilduff, Founding Partner of Again Capital, on why oil prices are on the way down. Joseph Abboud, designer and Chief Creative Director of Men’s Wearhouse, on growth, manufacturing in the U.S., and how tariffs could impact the apparel industry. Brad Setser, senior fellow for international economics at the Council on Foreign Relations, on the US-China trade war. Scott Lawlor, CEO of Waypoint Re...

Max Nisen, Bloomberg Opinion health care columnist, on Pfizer agreeing to delay price increases after Trump called the company out. Vacit Arat, co-founder and President of HIA Technologies Inc., on creating Digital Avatars, which can carry on a sophisticated conversation with humans on almost any subject in any language. Carl Weinberg, Chief Economist at High Frequency Economics, on how China coul...

Komal Sri-Kumar, president and founder of Sri-Kumar Global Strategies and Bloomberg Opinion columnist, on how trade wars could spur currency devaluations. Vijay Govindarajan, Coxe Distinguished Professor at Dartmouth's Tuck School, and Ravi Ramamurti, University Distinguished Professor at Northeastern University, discuss their new book, REVERSE INNOVATION IN HEALTHCARE, on how India can be the blu...

Clive Crook, Bloomberg Opinion Editor, on outlook for Theresa May and Brexit, following the departure of top Brexiter Boris Johnson. Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Bill Clinton, on the global supply chain and whether trade globalization be undone at this point. Alan Bjerga, agriculture reporter for...

Bloomberg Opinion’s Max Nisen, health care columnist, and Shira Ovide, technology columnist, on Amazon buying Pillback. Chris Whalen, Chairman of Whalen Global Advisors, on bank stocks continued losing streak, and the privatization of Fannie and Freddie. Leland Miler, CEO of China Beige Book, on trade with China, and China Q2 economic data. Brian Egger, Senior Gaming & Lodging Analyst for Bloo...

Shira Ovide, technology columnist for Bloomberg Opinion, discusses how chipmakers are trapped in the US-China crossfire. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the June jobs report, and Trump’s proposal to combine Labor and Education. Drew Armstrong, health care reporter for Bloomberg, on Biogen seeing positive results in...

Paul Michael Wihbey, research fellow at the Daniel Morgan Graduate School of National Security and former Vice President of the Liberal Party of Canada, discusses the shifting geopolitics of oil and gas.,Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on the first wave of US tariffs on China exports due to take effect this Friday., Saagar Govil, CEO of Cemtrex , Inc., on their futu...

David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on markets, current investment strategy, and stock picks. Bob Sinche, Global Strategist for Amherst Pierpont Securities, on what's happening with the China yuan. Brian Manning, co-Founder of Centric Digital and co-author of "Digital Transformation," on the companies that are leading the digital home revolution. Geetha R...

Guests: Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor sentiment and current investment strategy. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla hitting its Model 3 target. Satish Jindel, President of SJ Consulting, on how Amazon’s new crowd-sharing plan will impact Fedex and UPS.Karl Schamotta, Chief Strategist at Cambr...

Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the China yuan and emerging markets. Justin Gover, CEO of GW Pharmaceuticals (NASDAQ: GWPH and LSE: GWP), on being the first cannabis company to receive FDA approval for their epilepsy drug. Abe Ankumah, CEO of Nyansa, discusses the company's networking technology and how he grew up in Ghana without a computer. Brendan B...

Gary Shilling, President of A. Gary Shilling & Co. and a Bloomberg Opinion columnist, on the factors that will make U.S. housing even less affordable. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, and Alan Bjerga, Bloomberg agriculture reporter, on the perfect storm hitting agriculture commodities. Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on GE's divesti...

Arvind Rajan, Managing Director and Head of Global and Macro at PGIM Fixed Income, on why it’s time to turn more optimistic on emerging-market assets. Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, on the U.S. Treasury's plan to use emergency CFIUS law to curb China takeovers. Craig Torres, Economy & Federal Reserve Reporter for Bloomberg, on how a Southern city has hit...

Dr. Ellen Wald, President of Transversal Consulting, to discuss OPEC’s decision and will it means for oil markets and for gasoline prices for US consumers. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on how the Disney/Comcast bidding war for Fox assets will play out. Alberto Gallo, Partner and Portfolio Manager at Algebris UK Limited, on Italian debt, highlights from th...

Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, will discuss 21st Century Fox agreeing to a $71 billion bid from Disney. Sarah Ponczek, Bloomberg Cross-Asset Reporter, will discuss recent news of General Electric getting kicked out of the Dow. Eric Kuby, CIO of North Star Investment Management, on the small and micro-cap stocks. Mark Freeman, C...

Aaron Terrazas, Zillow senior economist, on new homes starts data, and the housing market. Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on U.S trade and tariffs.  David Carrington, Jefferson County Commissioner in Alabama, will discuss how Jefferson County Commission saved $14.2 million by refinancing existing debt. Micheal Rea, CEO of RX savings solutions, regarding the lat...

Tom Halverson, CEO of CoBank, discusses the US farm economy in light of Trump tariffs and trade wars. Aaron Kennon, Chief Executive Officer at Clear Harbor Asset Management, on markets and investing. Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on U.S tariffs on Chinese imports. Jamie Gilpin, CMO at Sprout Social, will discuss the data in their recent...

Joining Bloomberg Markets AM today is Andrew Mayeda, Bloomberg Economics Reporter, to  discuss the impact of the tariffs on trade. Also joining the show is Paul McNamara,  Investment Director at GAM UK to talk emerging markets. We also have Greg Hahn, Winthrop  Capital Management, President and CIO, to discuss the bond markets. And rounding out  today’s show is Jack Devine, Founding Partner and Pr...

Joining the Bloomberg Markets AM show is Scott LI, Principle of CRG private health sector, discussing their acquisition of Envision health care corporation. Also joining the show  is Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and economic outlook. We also speak with Gerry Smith, Bloomberg...

Stephen Schork, President of the Schork Group, on oil markets, natural gas, and upcoming OPEC meeting. Roger Hargens, CEO of Accumold, on the wearable market, and how they are tackling the skilled worker shortage. Jim Kee, President of South Texas Money Management, will discuss the markets, the economy, and investment strategy. an outlook for the economy and markets.    See omnystudio.com/listener...

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI data, the FOMC, the range bound market, and treasury futures. Ben Hunt, Chief Investment Strategist at Salient, will discuss inflation and economic data. Chris Thompson, President and CEO, Brand USA, will discuss the state of international travel to the U.S, and marketing strategies implemented to promote the c...

Joel Levington, Senior Credit Analyst for Bloomberg Intellligence, will discuss why GE bonds may have bottomed, and why auto bonds have been among the worst this year. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, risks and current investment strategy. Paul Galvin, Chairman and CEO of SG Blocks, will discuss how the company is bringing greener container-based modules...

Rick Helfenbein, president and CEO of the American Apparel & Footwear Association (AAFA), on how tariffs will end up costing the American consumer. Andrew Stoltmann, Securities Fraud Attorney at Stoltmann Law Offices, will discuss how Warren Buffet and Jamie Dimon are teaming up to call for the end to quarterly earning guidance by companies. Damian Sassower, fixed income strategist for Bloombe...

Matt Forester, Chief Investment Officer for BNY Mellon Lockwood Advisors, will discuss key concerns with the markets today, and how they’re likely to impact investors. Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team, J.P. Morgan Asset Management, will discuss the state of the markets and the global economy. Phil Orlando, Chief Equity Market Strategist...

Anne Mathias, Global Rates & Foreign Currency Strategist for Vanguard, on global interest rates, the Fed, and inflation. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, on fintech and the era of the digital advisor. Simon Roy, Simon Roy, President and CEO of Invesco's robo-advisor Jemstep, on trends in the robo-advisory landscape, growth, and upending the wealth management indu...