Fed to Cut Biggest Banks' Capital Hike by Half in Overhaul

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/3Picljp     Anywhere: bit.ly/3PiDrqKSee omnystudio.com/listener for privacy information.

18 Kesä 202330s

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, joins to discuss healthcare tech and IVF technologies, improving IVF success rates and increasing birth rates, and her companies goals, growth, and outlook.  Gene Seroka, CEO at the Port of LA, joins us to discuss the West Coast Port labor deal. Erica Keswin, author and workplace strategist, joins to talk about work-from-home and remote work as well as NYC occupancy breaking 50% this week for the first time since the pandemic began.   Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

16 Kesä 202341min

Scott Levine, Senior Energy and Industry Analyst with Bloomberg Intelligence, joins us to discuss Patterson-UTI buying NexTier, creating a shale-services giant. Fernando Valle, Senior Analyst with Bloomberg Intelligence, also joins us remotely, discussing the Netherlands closing Europe’s biggest gas field and IEA saying oil demand will slow and how it will all impact gas prices. Alison Williams, Senior Global Banks & Asset Managers Analyst, and Neil Sipes, with Bloomberg Intelligence, join in a banking roundtable. Alison discusses Deutsche Bank’s drop in trade revenue, and Neil discusses Schwab’s 2Q revenue decline, and they weigh in on the impact of interest rates on the banking sector. Eric Lynch, Managing Director at Scharf Investments, joins to talk markets and investing strategies. Dr. Vania Stavrakeva, economics professor at London Business School, joins to break down the ECB decision and outlook for Europe and the UK. Marie Driscoll, Senior Analyst with Coresight Research, joins to break down today’s retail sales. Connecticut Governor Ned Lamont joins the program to discuss a number of issues affecting his state and ahead of President Biden’s visit to the state on Friday. Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, joins to talk about Kroger earnings. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

15 Kesä 202358min

Vince Cignarella, Macro Strategist for Bloomberg News, joins the show in studio to talk markets and inflation. Tim O’Brien, Senior Editor with Bloomberg Opinion, discusses the federal indictment and arraignment of Donald Trump. Joanna Gallegos, co-founder of BondBloxx, talks about ETF investment strategies and flows. Bloomberg cross asset reporter Katie Greifeld also joins. Jay Hatfield, CEO at Infrastructure Capital Management, joins the program to discuss his non-consensus view on inflation and outlook for rate hikes in the US. Michael Shah, Senior Industry Pharma Analyst with Bloomberg Intelligence, joins to discuss his research on the obesity drug battle. Gina Martin Adams, Chief US Equity Analyst for Bloomberg Intelligence, joins the program to talk about her note on the Russell 2000 and the market impact of a Fed pause. Geoff Phipps, Trading Strategist and Portfolio Manager at Picton Asset Management, joins to discuss markets and the Fed. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

14 Kesä 20231h 4min

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, rates, and Treasuries. Wendy Schiller, Brown University professor of, joins to preview the indictment of former President Trump and its political implications. Bloomberg TV anchor Kailey Leinz also joins us from Miami. Chris Whalen, founder at Whalen Global Advisors, discusses CPI and a potential pause from the Fed, its impact on the banking industry, and shares his thoughts on AI and Nvidia. Lydia Boussour, EY Parthenon Chief Economist, joins us in studio for a discussion on CPI and outlook for the US economy and inflation in the US. Tim Pagliara, CIO at CapWealth, joins to give his stock picks and discusses his outlook for markets. Jennifer Lee, Managing Director and Senior Economist at BMO Capital Markets, joins the program to discuss inflation in the US and globally as well as her notes on central bank activity around the globe. Scott Baxter, CEO at Kontoor Brands (NYSE: KBT), joins to discuss his company and outlook for performance and consumer trends. Sean Kerins, CEO at Arrow Electronics (NYSE: ARW), joins to discuss his company and tech outlook. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

13 Kesä 20231h

Nick Akerman, former assistant Special Watergate prosecutor, discusses the Trump Indictment. Bloomberg Washington correspondent Annmarie Hordern also joins. Aoifinn Devitt, CIO at Moneta, joins the program to discuss markets and investing. Paul Gulberg, Senior Equity Research Analyst with Bloomberg Intelligence, joins to discuss the NASDAQ-Adenza deal. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to talk about oil traders defying Saudi Arabia, Exxon and the Dow, and OPEC+ cuts and outlook for WTI. Hans Olsen, CIO at Fiduciary Trust Company, joins the show to talk about sectors he likes in 2023 and how he expects inflation to affect stocks. Jennifer Rie, Senior Litigation Analyst – Antitrust with Bloomberg Intelligence, joins to discuss the latest on Microsoft-Activision. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

12 Kesä 202351min

Get today’s top interviews from Bloomberg News on the NEW Bloomberg Talks podcast.  On Apple: apple.co/45Oio52     On Spotify: spoti.fi/3NdBTM7     On Stitcher: bit.ly/45MmtGW     Anywhere: bit.ly/3oODwaOSee omnystudio.com/listener for privacy information.

10 Kesä 202345s

Bloomberg's June Grasso and Annmarie Hordern break down the latest in the indictment of former President Donald Trump.  Plus, Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins us to talk about the bond market and what it tells us about a potential recession and investing in 2023See omnystudio.com/listener for privacy information.

9 Kesä 202339min