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

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

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Carlos Borromeo, Chief Investment Officer of APERS (Arkansas Public Employees Retirement System), on the markets and his bullish call on bonds.

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Episoder(3328)

Retail Sales Optimism & Central Bank Stimulus

Retail Sales Optimism & Central Bank Stimulus

Retail Sales Optimism & Central Bank Stimulus (Podcast)Constance Hunter, Chief Economist at KPMG, on retail sales and how the Fed could react to the ECB and Draghi's QE. Kelly Steckleberg, CFO of Zoom...

13 Sep 201921min

Slow-Walking Regulation On Vaping Is Being Challenged

Slow-Walking Regulation On Vaping Is Being Challenged

Max Nisen, Bloomberg Opinion health care columnist, on the need for aggressive FDA regulation and oversight of e-cigarettes. Kit Juckes, Global Fixed Income Strategist for Societe Generale, on the ECB...

12 Sep 201929min

Bond Selloff Leading the Rotation on Equity Front

Bond Selloff Leading the Rotation on Equity Front

Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy for Columbia Threadneedle Investments, on the current investment outlook and the US-China trade saga, Ken Fisher, Founder and...

11 Sep 201933min

The 'Liquification' of Private Markets Is Underway

The 'Liquification' of Private Markets Is Underway

Christopher Wolfe, Chief Investment Officer for First Republic Private Wealth Management, on his current investment outlook and private markets.  John Butler, Senior Telecom Services & Equipment Analy...

11 Sep 201926min

FDIC Walks Fine Line Between Regulation and Innovation

FDIC Walks Fine Line Between Regulation and Innovation

Jelena McWilliams, Chairman of the FDIC, on the evolution of fintech and the role of regulators. Brad Levy, Global Head of Loans and CEO of MarkitSERV/IHS Markit, on the financial system of the future...

10 Sep 201926min

Jobs Report Reaction & Tech in Wind Turbines

Jobs Report Reaction & Tech in Wind Turbines

Vincent Cignarella, Global Macro Strategist for Bloomberg & Carl Riccadonna, Bloomberg Economics Chief U.S. Economist,  on the jobs report. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow...

6 Sep 201931min

Brexit, U.S-China Trade, AutoNation CEO

Brexit, U.S-China Trade, AutoNation CEO

Therese Raphael, Bloomberg Opinion Editor, will discuss the latest Brexit news, and how Boris Johnson’s brother quit the government in protest at his Brexit strategy. Shawn Donnan, Bloomberg News Seni...

5 Sep 201930min

Boris Johnson, AI, Fed

Boris Johnson, AI, Fed

John Authers, Senior Editor for Bloomberg Markets, will discuss why U.K. Prime Minister Boris Johnson’s Brexit strategy is in tatters after UK government loses majority in parliament. David Kotok,  Ch...

4 Sep 201929min

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