Bloomberg Intelligence6 Syys 2023

Mortgages, Germany, Oil, Daimler, and Childcare (Podcast)

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to talk about MBA mortgage applications, the housing market, and other real estate pressures. Vania Stavrakeva, professor of economics at London Business School, joins to discuss the ECB, outlook for eurozone inflation, and Germany’s economic slump and the return of the “sick man of Europe.” Steve Brown, Senior VP and Senior Portfolio Manager, Global Real Estate at American Century Investments, joins to talk about REITs. Bloomberg Intelligence Senior REITs Analyst Jeff Langbaum talks about WeWork’s strategic outlook. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst: Global Energy with Bloomberg Intelligence, join to talk about the impact of international oil supply cuts and outlook for global energy and refining capacity. Elisabeth Behrmann, Team leader for Euro Autos for Bloomberg News, joins to discuss the $3 billion US battery plant brought together by the pact between Daimler Truck, Cummins, and Paccar. Hosted by Paul Sweeney and Matt Miller.

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