The Long Bond Is in The Danger Zone, Loomis' Dan Fuss Says

The Long Bond Is in The Danger Zone, Loomis' Dan Fuss Says

Dan Fuss, the vice chairman of Loomis Sayles, discusses the yield curve and the outlook for bond markets. BlackRock's Matt Tucker says ETFs are filling a need in the high-yield market. Shira Ovide, a Bloomberg Gadfly columnist, discusses news that Qualcomm is accusing Apple of lying to regulators to spur investigations of the chipmaker and how the legal battle will challenge Qualcomm's intellectual property business model. Finally, Frank Sorrentino, CEO of ConnectOne Bank, talks about how community banks will benefit from deregulation.

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Episoder(3327)

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Fed Minutes, Meta, Rivian, and Student Loans (Podcast)

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to break down Fed Minutes, gives her outlook for rates, and talks her latest note on commercial real estate. Michael Green, por...

6 Jul 20231h 8min

UPS, Fed, Oil, Streaming, and ETFs (Podcast)

UPS, Fed, Oil, Streaming, and ETFs (Podcast)

Kriti Gupta, markets editor and host of Bloomberg Surveillance: Early Edition, joins to talk about the potential UPS strike. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, p...

5 Jul 202354min

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Dana Peterson, Chief economist at the Conference Board, joins to discuss outlook for the Fed and markets. Todd Henderson, co-head of Global Real Estate for DWS, joins the program to discuss why he thi...

5 Jul 202352min

Amazon and the FTC, SCOTUS, Ukraine, and Apple (Podcast)

Amazon and the FTC, SCOTUS, Ukraine, and Apple (Podcast)

Kriti Gupta, markets reporter and host of Bloomberg Surveillance: Early Edition, joins the program to discuss her research on the Amazon-FTC case. Matt Stucky, Senior Portfolio Manager at Northwestern...

30 Jun 202352min

Bank Stress, Student Loans, Markets, and Carnival (Podcast)

Bank Stress, Student Loans, Markets, and Carnival (Podcast)

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins the program to discuss the ...

29 Jun 20231h

Fed, Chips, Battery Mining, Markets, and Real Estate (Podcast)

Fed, Chips, Battery Mining, Markets, and Real Estate (Podcast)

Tim Duy, Chief US Economist at SGH Macro Advisors and professor at the University of Oregon, joins to share his thoughts on the Fed. Gerard Barron, executive chairman and CEO at The Metals Company (NA...

28 Jun 202353min

AI, Labor, Stocks, Ford, and Commodities (Podcast)

AI, Labor, Stocks, Ford, and Commodities (Podcast)

Dan Ives, Senior Equity Analyst at WedBush Securities, joins the show in studio to talk about the outlook for AI and tech as well as his recent note. Michaela Grimm, Senior Economist with Allianz, joi...

27 Jun 202353min

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