Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, discusses why gold is plunging so much. Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on Home Depot earnings, and a preview of Walmart and Target. Christopher Balding, Bloomberg Opinion columnist, on China's economy, the trade war and what China really wants.

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Liquidity Crisis Is Coming To Credit Markets: TCW's Rivelle

Liquidity Crisis Is Coming To Credit Markets: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why he sees a liquidity crisis coming. Laura Martin, Senior Analyst at Needham, and Mark Bergen, tech reporter for Bloomberg, on...

4 Joulu 201926min

The Amazon Threat Forces Grocers To Go High-Tech

The Amazon Threat Forces Grocers To Go High-Tech

Matt Boyle, U.S. retail reporter for Bloomberg, on how supermarkets are preparing their high-tech battle against the existential threat of Amazon. Christian Magoon, CEO of Amplify ETFs and manager of ...

3 Joulu 201926min

Revival Of Steel Tariffs May Be A Signal To China

Revival Of Steel Tariffs May Be A Signal To China

Brendan Murray, Bloomberg trade reporter, and Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, discuss Trump reinstating tariffs on steel and aluminum from Argenti...

2 Joulu 201927min

Eco Data, Black Friday, Venture Capital

Eco Data, Black Friday, Venture Capital

Dan North, Chief Economist at North America at Euler Hermes, on this morning’s eco data. Sarah Halzack, Bloomberg Opinion retail columnist, will discuss retail sales and preview Black Friday. Mark Ham...

27 Marras 201924min

Economy, UK Election, Home Sales

Economy, UK Election, Home Sales

Chris Rupkey, Managing Director & Chief Financial Economist, MUFG Union Bank NA, will discuss the economy, market outlook, and the Fed. Marcus Ashworth, Bloomberg Opinion Columnist, will discuss the l...

27 Marras 201928min

Markets, Trade Negotiations, & Uber

Markets, Trade Negotiations, & Uber

Drew Matus, Metlife Investment Management Chief Market Strategist, will discuss the markets and economy. Henrietta Treyz, Veda Partners Managing Partner & Director of Economic Policy Research, on U.S,...

25 Marras 201924min

Trade, Fixed Income, Kelley Blue Book

Trade, Fixed Income, Kelley Blue Book

Brendan Murray, Bloomberg Trade Tsar, will discuss the latest on the U.S, China trade negotiations. Ken Monaghan, Co-Director of Global High Yield at Amundi Pioneer, will discuss fixed income, primari...

22 Marras 201927min

Stocks Slip from Records; U.S. Consumer Comfort Climbs

Stocks Slip from Records; U.S. Consumer Comfort Climbs

Danielle DiMartino-Booth, the Founder of Quill Intelligence and a Bloomberg Opinion columnist and Katerina Simonetti, UBS Financial Services Private Wealth Advisor, talk about stocks slipping from rec...

21 Marras 201924min

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