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(3324)

APA, TikTok, and Regional Banks

APA, TikTok, and Regional Banks

Vince Piazza, Senior Analyst covering energy with Bloomberg Intelligence, joins to discuss APA buying Callon Petroleum and outlook for oil/energy in 2024. Mandeep Singh, Senior Tech Analyst with Bloom...

4 Jan 202442min

Morgan Stanley, Harvard, and Disney

Morgan Stanley, Harvard, and Disney

Bloomberg’s Sonali Basak interviews Morgan Stanley Chairman James Gorman. Janet Lorin, higher education reporter with Bloomberg News, joins to discuss Harvard University President Claudine Gay steppin...

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Equities, Tesla, and Geopolitics

Equities, Tesla, and Geopolitics

Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to talk about the outlook for a recession and early year rally in 2024. Steve Man, Global Auto Market Research Leader with...

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Markets, Trump, and Travel

Markets, Trump, and Travel

Kristina Hooper, Chief Global Market Strategist with Invesco, joins to give her outlook for markets in 2024. Wendy Schiller, professor at Brown University, talks about former President Donald Trump be...

29 Des 202334min

Hedge Funds, Eco, and AI

Hedge Funds, Eco, and AI

Ilana Weinstein, IDW Group CEO and founder, joins to discuss hedge funds and investing. Sonali Basak joins. Cam Harvey, Professor at Duke Business School, joins to give his economic outlook and potent...

28 Des 202342min

Red Sea, Markets, and Media

Red Sea, Markets, and Media

Brendan Murray, Trade Tsar at Bloomberg news, joins to discuss supply chain concerns amid uncertainty in the Middle East. Will Kennedy, Senior Executive Editor for Energy and Commodities with Bloomber...

27 Des 202332min

Geopolitics, EM, and Consumers

Geopolitics, EM, and Consumers

Hagar Chemali, CEO and Founder of Greenwich Media Strategies, discusses the year ahead in geoplitics. Julia Leite, Sao Paulo Bureau Chief for Bloomberg News, joins to talk about emerging market perfor...

26 Des 202330min

Nike, PCE, and Space

Nike, PCE, and Space

Poonam Goyal, Senior Analyst for e-commerce, athleisure, and off-price retail, discusses Nike earnings and retail outlook just before the holiday weekend. Lael Brainard, Director of the US National Ec...

22 Des 202338min

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