Bloomberg Intelligence

Michael McKee, International Economics & Policy Correspondent with Bloomberg News, joins us to discuss what we can expect from the Fed next week and whether it will be the last hike of its historic tightening cycle. Wendy Schiller, professor at Brown University, joins us in studio to discuss the outlook for the 2024 presidential race. Cathy Seifert, director of research at CFRA, joins us to di...

Gina Martin Adams, Chief US Equity Analyst with Bloomberg Intelligence, joins to discuss her research note on the new S&P bull market and what to make of earnings season thus far. Ann Hynes, Mizuho Americas Managing Director and Senior Healthcare Services Equity Analyst, joins to talk about her healthcare services earnings preview and outlook for earnings season. Jonathan Maxwell, CEO at Susta...

Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins to talk about Goldman Sachs earnings and wraps big bank earnings. Erica Adelberg, MBS strategist with Bloomberg Intelligence, joins to talk about mortgage rates, housing starts, and accumulating corporate office debt. Michael Sonnenfeldt, founder and chairman at TIGER 21, joins the program to preview...

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the day's latest eco data. Kara Murphy, CIO at Kestra Investment Management, joins us in studio to talk stocks and investing. Anneka Treon, Chief Economist at Van Lanschot Kempen, joins to give her global macro view and outlook for the US and global inflation.  Alison Williams, Senior Global Banks & Asset Manag...

Alison Williams, Senior Global Banks & Asset Managers analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks analyst with Bloomberg Intelligence, join for an earnings breakdown of the big banks and regionals. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins us to preview Netflix earnings, talk Disney’s strategy and outlook under Bob Iger, Paramount’s...

Steve Matthews, US Economy Reporter for Bloomberg News, joins to talk about inflation data, including today’s UMich survey, earnings season’s market impact, the Fed, and James Bullard leaving the St. Louis Fed. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down bank earnings. Janet Lorin, higher ed finance reporter with Bloomberg News,...

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to discuss CPI, PPI, and the outlook for a recession in the US. Steve Geiszler, US Chief Intellectual Property Counsel and Hauwei, and Andy Purdy, Huawei USA Chief Security Officer, join for a roundtable on Hauwei’s 2023 Innovation and IP Forum, sharing progress in ICT industries and ICT developments. Randy Schwimme...

Anna Wong, Chief US Economist with Bloomberg Economics, joins to break down the June CPI reading and outlook for the Fed’s next move. Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins to give us an outlook for equities in the UK and Europe and breaks down UK stagnation and uncertainty. Natalie Trevithick, Head of Investment Grade Credit Strategy...

Jen Rie, Senior Litigation Analyst with Bloomberg Intelligence, joins to discuss Microsoft winning a court nod to buy Activision in a loss for the FTC. David Schassler, Portfolio Manager and Head of Quantitative Investment Solutions at VanEck, discusses inflation and his Inflation Allocation ETF (RAAX). He can also discuss broad markets, real assets, asset allocation, rates, and yields. Alison Wil...

Eddie Van Der Walt, Deputy Managing Editor of the Markets Live team with Bloomberg News, and Chris Condon, US Treasury Reporter with Bloomberg News, also joins to discuss Janet Yellen’s four-day visit to Beijing and political and economic implications of her trip. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins to discuss her story on the Fed’s “QT Ghosts” and the risk...

After the Supreme Court threw out President Biden's plan to cut student loan debt, more than 40 million people are preparing to resume payments on their debt. And it's not just former students who could feel the pain. The broader economy could also take a hit. Bloomberg's Denise Pellegrini has details in this special report.  See omnystudio.com/listener for privacy information.

Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Ben Emons, head of Fixed Income at NewEdge Wealth, joins to discuss jobs day, markets, and the economy. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins us to discuss Thread and ChatGPT. He also discusses Day 1 of Threads. Julia Pollak, Chief Economist with ZipRecruiter, discusses the latest jo...

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to break down Fed Minutes, gives her outlook for rates, and talks her latest note on commercial real estate. Michael Green, portfolio manager and chief strategist at Simplify Asset Management, joins the program to discuss sectors he likes and investing strategies. Mona Mohajan, Senior Investment Strategist with Edward Jones,...

Kriti Gupta, markets editor and host of Bloomberg Surveillance: Early Edition, joins to talk about the potential UPS strike. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews Fed minutes and discusses the yield curve. Nimrit Kang, co-CIO and Senior Portfolio Manager at North Star Asset Management, joins to discuss investing strategies and gives her market outlook....

Dana Peterson, Chief economist at the Conference Board, joins to discuss outlook for the Fed and markets. Todd Henderson, co-head of Global Real Estate for DWS, joins the program to discuss why he thinks there’s less pressure on commercial real estate than consensus views. JD Gardner, CIO and founder at Aptus Capital Advisors, joins to give his market view and outlook amid geopolitical uncertainty...

Kriti Gupta, markets reporter and host of Bloomberg Surveillance: Early Edition, joins the program to discuss her research on the Amazon-FTC case. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets and sectors he likes right now. Bloomberg legal analyst June Grasso, political reporter Ryan Teague Beckwith, and higher education finance reporter Janet Lorin join for a ro...

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins the program to discuss the Fed Bank Stress Tests. Jackie Bowie, Managing Partner and Head of EMEA for Chatham Financial, joins the program to discuss inflation in the UK and across Europe. Chris Whalen, at Whalen Global Adv...

Tim Duy, Chief US Economist at SGH Macro Advisors and professor at the University of Oregon, joins to share his thoughts on the Fed. Gerard Barron, executive chairman and CEO at The Metals Company (NASDAQ: TMC), discusses EV battery materials, deep sea mining for them, his company’s performance, and the state of commodity prices. Bloomberg Senior Technology Analyst Mandeep Singh talks about AI, ch...

Dan Ives, Senior Equity Analyst at WedBush Securities, joins the show in studio to talk about the outlook for AI and tech as well as his recent note. Michaela Grimm, Senior Economist with Allianz, joins the program to talk about recent research on ageism in the workforce, the state of labor in Europe amid inflation, and the challenges facing pension reforms and labor market policy. George Ball, Ch...

Leonid Bershidsky, columnist with Bloomberg Opinion, discusses the latest on Russia and what this weekend’s events mean for Vladimir Putin’s grip on power and the direction of the war. Maria Tadeo, European correspondent for Bloomberg News, also joins to discuss the reaction from European leaders. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss sectors he thinks will perform wel...

Marcus Ashworth, columnist with Bloomberg Opinion, joins the program to discuss the Bank of England and outlook for the UK economy. Natalie Wong, Real Estate Reporter with Bloomberg News, joins the show in studio to discuss today’s Bit Take story on empty office buildings becoming a “debt time bomb." Matt Calkins, CEO at Appian (NASDAQ: APPN), joins to discuss his company’s performance, new A-I pr...

Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest LEI data and gives her outlook for the economy. Akshat Rathi, Senior Climate Reporter with Bloomberg News, joins to discuss Ford getting $9.2 billion to catch up with China’s EV tech. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss Bitcoin’s rise, commodity outlook, the NASDAQ ov...

Nick Akerman, former assistant Special Watergate prosecutor, discusses Hunter Biden and Donald Trump. Sam Fazeli, Head of Euro Research/Pharma Analyst with Bloomberg Intelligence, joins the program to discuss Eli Lilly acquiring immune drug developer Dice. Matt Roe, Chief Revenue Officer at the auto lending enablement firm Open Lending, joins to discuss the auto market, car loans, and the credit c...

In her new podcast, Bloomberg journalist Emily Chang sits down for intimate interviews with the biggest names at the intersection of tech, business, entertainment and culture. Join her every Thursday for a behind-the-scenes look at the most exciting and influential trends, and the big personalities behind them.      Listen & Subscribe:      Apple: apple.co/3NzkJda       Spotify: spoti.fi/3Picl...

Claudia Sahm, founder of Sahm Consulting and former Senior Economist at White House Council of Economic Advisors, joins the program to talk about the Fed and outlook for a recession. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the recent retail sales, consumer strength, and inflation. Daniella Gilboa, co-founder and CEO of AIVF, an AI healthcare company,...