APERS Borromeo Sees Fed on Hold, 'Data Is Not There' (Audio)

Richard Bourke, Senior Analyst of Basic Materials with Bloomberg Intelligence, joins us to discuss US Steel reviewing strategic options after rejecting a takeover offer. Dan Ives, Senior Equity Analyst at WedBush Securities, joins us from Crete to round up the tech stocks post-earnings and give outlook for the coming quarters. Manuela Tobias, Economy and Government reporter with Bloomberg News, discusses the market moves in Argentina after the surprise election result. Tom Orlik, Chief Economist with Bloomberg Economics, joins to discuss the mounting economic pressures in China, from wealth management, to real estate, and to hedge funds. Matt Sigel, Head of Digital Asset Research at Van Eck Associates, joins us in studio to discuss the first SEC deadline to approve/disapprove of Blackrock’s Bitcoin ETF. Matt Palazola, Senior Property & Casualty Insurance Analyst with Bloomberg Intelligence, joins to discuss insured losses from the Hawaii wildfires. Jay Vijayan, former Tesla Chief Information Officer and now the founder and CEO of Tekion, a tech company that provides car dealerships with software to simplify buying, discusses his company and outlook for the industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

14 Aug 20231h 2min

Bloomberg's Matt Miller and Simone Foxman discuss Attorney General Merrick Garland appointing a special counsel to oversee the ongoing criminal investigation into President Joe Biden’s son over his taxes, a major development after a controversial plea deal reached by Hunter Biden fell apart in court last month. They speak with Bloomberg Law host June Grasso, Bloomberg News political reporter Ryan Teague Beckwith and former Watergate prosecutor Nick Ackerman.  See omnystudio.com/listener for privacy information.

11 Aug 202320min

Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. George Royeca, CEO of Angkas, discusses his company being the “Uber of motorcycles” in the Philippines and outlook for consumers in Asia and globally. Bloomberg News Detroit Bureau Chief David Welch joins to discuss Matt Miller driving the 2023 Chevrolet Colorado Z71 crew cab. Mark Dixon, CEO of IWG (OTC: IWGFF), joins to discuss return to office and outlook for real estate. Howard Chua-Eoan, International Editor with Bloomberg Opinion, joins to discuss President Biden’s comments about Xi Jinping. Hayden Brown, CEO of Upwork (NASDAQ: UPWK), joins to discuss remote work and the freelance job market. Lisa Donahue, co-head of Americas and Asia at global consultancy firm AlixPartners, joins to discuss markets and the global economy. Nick Akerman, former assistant special Watergate prosecutor, joins to talk about Hunter Biden and an assigned special counsel. Hosted by Matt Miller and Simone Foxman.See omnystudio.com/listener for privacy information.

11 Aug 202353min

Mark Douglas, CEO at MNTN, joins to discuss Disney earnings and outlook for streaming. Kriti Gupta, host of Bloomberg Surveillance: Early Edition and markets correspondent for Blomberg News, joins to discuss Tapestry buying Capri. Lydia Boussour, EY Parthenon Senior Economist, joins to discuss CPI and outlook for inflation in the US as well as rate hikes. Aadil Zaman, Partner at Wall Street Alliance Group, joins to discuss investing and gives his market outlook. Hannah Elliott, Staff Writer for Bloomberg Businessweek, joins to talk about the Pebble Beach Concours d’Elegance car auction and Monterey Car Week. Janet Lorin, Higher Education reporter with Bloomberg News, joins to discuss her story this morning on university endowment gains getting eaten up by inflation. Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, joins to discuss Disney, media and tech earnings, plus Netflix and the streamers and advertising agency space. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

10 Aug 20231h 4min

Tom Orlik, Chief Asia Economist with Bloomberg Economics, joins to discuss deflation in China. Odeta Kushi, deputy chief economist at First American, joins us to talk about housing and if the sector is headed for a “double dip recession.” Phil Palumbo, CEO and Founder of Palumbo Wealth Management, joins the program to discuss outlook for the economy and gives his stock picks. General Motors President Mark Reuss joins our Matt Miller for a conversation on his company and the industry. Detroit Bureau Chief for Bloomberg News David Welch joins us to debrief our interview with Mark Reuss and discuss electric vehicles. Ann Hand, CEO at Super League Gaming (NASDAQ: SLGG), joins to break down Roblox earnings and discusses immersive gaming outlook. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

9 Aug 202350min

Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Lee Klaskow, Senior Analyst of Freight Transportation and Logistics with Bloomberg Intelligence, joins us to talk UPS earnings. Chris Whalen, Chairman at Whalen Global Advisors, discusses the Moody’s credit downgrade for US banks and outlook for the sector. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, joins to talk markets and investing and the launch of her new ETF today. Margie Patel, Senior Portfolio Manager at Allspring Global Investments, joins to discuss how the markets are pricing in the Fed’s possible last rate hike of its aggressive tightening campaign. Michael Shah, Senior Industry Analyst with Bloomberg Intelligence, discusses Danish company Novo Nordisk A/S after its obesity drug cut heart risks in a major trial, as well as other biotech news. Ryan Lockwood, CFO of CarParts.com (NASDAQ: PRTS), joins to discuss earnings and outlook for consumers and his company. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

8 Aug 202357min

Lee Klaskow, Senior Analyst of Freight Transportation and Logistics, on Yellow’s bankruptcy. Sri Natarajan, Wall Street reporter with Bloomberg News, joins us to discuss Jeff Currie leaving Goldman Sachs and other Wall Street stories. David Katz, President and CIO at Matrix Asset Advisors, joins the program to talk markets and give his stock picks for 2023. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss stocks he thinks will perform well in the second half of 2023. Natalie Wong, Real Estate Reporter with Bloomberg News, joins to discuss her story on property loans becoming so unappealing that banks want to dump them. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

7 Aug 202343min

Bloomberg's David Westin interviews Chicago Fed president Austan Goolsbee in Aspen, CO. Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Bloomberg Intelligence senior tech analyst Anurag Rana joins to wrap up tech earnings season. Quincy Krosby, Chief Global Strategist at LPL Financial, joins to discuss the economy on jobs day. Jon Hirtle, Executive Chairman at Hirtle Callaghan & Co., joins to discuss the economy and investing strategies on jobs day. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst with Bloomberg Intelligence, join in a roundtable to talk about gas prices, oil, refilling the SPR, and other energy-related headlines. Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs numbers, the bond market, and what the latest economic data tells us about inflation outlook for the US. Sandra Quince, CEO at P4P (Paradigm for Parity), which helps tech and big Wall Street banks increase their diversity and equality ranks, particularly in leadership roles, joins the show to discuss DEI hiring efforts on jobs day and whether that’s continuing as the economy tightens. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

4 Aug 20231h 4min