Weak Dollar To Continue As Central Banks Reallocate: Borthwick

Weak Dollar To Continue As Central Banks Reallocate: Borthwick

Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on currency strategy, dollar weakness, and why the Canadian dollar will rebound. Satish Jindel, President of SJ Consulting, dispels Trump’s claims about Amazon and USPS, and discusses the impact of tariffs on the transports and container ship industry. Dr. Ellen Wald, scholar at the Arabia Foundation, discusses oil markets and her new book, "Saudi, Inc," a history of Saudi Aramco and the family that controls the multi-trillion dollar enterprise. Rob Croce, Managing Director of Quantitative Strategies at Salient Partners, on asset allocation and risk parity strategy, as market volatility and negativity increases.

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Geopolitics, EM, and Consumers

Geopolitics, EM, and Consumers

Hagar Chemali, CEO and Founder of Greenwich Media Strategies, discusses the year ahead in geoplitics. Julia Leite, Sao Paulo Bureau Chief for Bloomberg News, joins to talk about emerging market perfor...

26 Joulu 202330min

Nike, PCE, and Space

Nike, PCE, and Space

Poonam Goyal, Senior Analyst for e-commerce, athleisure, and off-price retail, discusses Nike earnings and retail outlook just before the holiday weekend. Lael Brainard, Director of the US National Ec...

22 Joulu 202338min

Paramount, Apple, and Rally

Paramount, Apple, and Rally

Robert Fishman, Senior Equity Analyst at MoffettNathanson, discusses Paramount Global-Warner Bros merger discussions. Ann Miletti, Allspring Global Investments Head of Active Equity, joins to discuss ...

21 Joulu 202338min

Rate Cuts, FedEx, and Trump

Rate Cuts, FedEx, and Trump

Frances Donald, Chief Economist at Manulife Investment Management, joins to discuss markets, the Fed, and outlook for a soft or hard landing in 2024. Caroline Fredrickson, distinguished visiting profe...

20 Joulu 202336min

Markets, Shipping, and Lending

Markets, Shipping, and Lending

Robert Teeter, Managing Director and Head of Investment Policy at Silvercrest Asset Management joins to discuss markets and gives his 2024 outlook for the economy. Lee Klaskow, Senior Logistics Analys...

19 Joulu 202336min

Tech, EM, and US Steel

Tech, EM, and US Steel

Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss China scaling back iPhone use, the latest Tesla headlines, and gives his 2024 outlook for tech. Brooke Sutherland, columnist wit...

18 Joulu 202336min

Introducing: Bloomberg News Now

Introducing: Bloomberg News Now

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.See omnystudio.com/listen...

17 Joulu 202351s

Bloomberg Hot Pursuit!: Porsche 911 S/T and Tesla Recall

Bloomberg Hot Pursuit!: Porsche 911 S/T and Tesla Recall

On this episode, Hannah and Matt talk about test-driving the new Porsche 911 S/T. Plus, they discuss the fallout from Tesla's autopilot recall. Also, listen for news on the Chinese auto empire that's ...

16 Joulu 202336min

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