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(3329)

Biggest Risk Is Downside Jobs Surprise: JPM's Kennedy

Biggest Risk Is Downside Jobs Surprise: JPM's Kennedy

Tom Kennedy, Global Head of Macro & Fixed Income Strategy, J.P. Morgan Private Bank, discusses his current outlook for fixed income markets and the Fed. Irene Finel-Honigman, Adjunct Professor of Inte...

3 Jul 201925min

Big EU-Mercosur Trade Deal Sends Message To Trump, UK

Big EU-Mercosur Trade Deal Sends Message To Trump, UK

Therese Raphael, Bloomberg Opinion editor, discusses Trump's new round of EU tariff threats and the EU-Mercosur trade deal. Michelle Krebs, Executive Analyst at AutoTrader, on auto sales and truck war...

2 Jul 201925min

Big Mistake To Not Enlist Europe Against China: Rhodes (Podcast)

Big Mistake To Not Enlist Europe Against China: Rhodes (Podcast)

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the lack of a substantive China trade deal for the U.S. Jason Schenker, President of Prestige Economics and a...

1 Jul 201931min

GOP Strategist Heye Warns Dems Lurching Too Far Left

GOP Strategist Heye Warns Dems Lurching Too Far Left

Doug Heye, former RNC Communications Director and Republican Strategist, unpacks the second night of Democratic debates.  Maria Considine King, Senior Vice President, Practice Management at Commonweal...

28 Jun 201926min

Ford Moves In Right Direction With Euro Job Cuts: Kudla

Ford Moves In Right Direction With Euro Job Cuts: Kudla

David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Ford eliminating 20% of its workforce across Europe. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at...

27 Jun 201927min

Little Upside Left in U.S. Junk Bonds: Diamond Hill

Little Upside Left in U.S. Junk Bonds: Diamond Hill

Bill Zox, CIO of Fixed income at Diamond Hill Capital Management, to discuss why there's little upside left in the high yield space. Leland Miller, CEO of China Beige Book International, on China Beig...

26 Jun 201928min

Allergan Is A Short-Term Cosmetic Fix For AbbVie: Nisen

Allergan Is A Short-Term Cosmetic Fix For AbbVie: Nisen

Max Nisen, Bloomberg Opinion health care columnist, on AbbVie buying Botox maker Allergan for $63 billion. CoinShares Chairman Danny Masters discusses the bitcoin rally and Facebook's new Libra crypto...

25 Jun 201925min

Private Equity Fees Are Ripe For The ’Vanguard Effect’

Private Equity Fees Are Ripe For The ’Vanguard Effect’

Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Vanguard considering offering private equity to investors. Francis Greenburger, Time Equities Chairman & CEO, discusses how the recent...

24 Jun 201927min

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