Emerging Markets Beat U.S. Junk in Upside Down World, Gaffney Says

Emerging Markets Beat U.S. Junk in Upside Down World, Gaffney Says

Kathleen Gaffney, co-director of diversified fixed income at Eaton Vance, talks about bond markets, investment strategy and high-yield. Shira Ovide, a Bloomberg Gadfly columnist covering technology, and David Garrity, CEO of GVA Research, discuss the domination of Amazon. Jim Harrison, CEO of Party City, talks about new channels of revenue growth and his company's vertical business model. Finally, Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about vertical consolidation deals popping up in health care, like CVS-Aetna, and Amazon entering into the prescription drug segment.

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Episoder(3334)

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22 Mar 202353min

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Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and interest rate hike. Anna Wong, Chief US Economist with Bloomberg Economics, joins the program to discuss...

21 Mar 202339min

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Alison Williams, Senior Global Banks & Asset Managers Analyst, and Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, join to discuss banking turmoil in Eu...

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Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for (new) weekly Friday wall street roundup. She discusses the week in banking turmoil, incl...

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Jay Hatfield, CEO at Infrastructure Capital Management, joins the show to talk about the turmoil equities are pricing in amid banking instability in the US and Europe. Dr. Vania Stavrakena, professor ...

16 Mar 202345min

Credit Suisse, Inflation, and the latest on SVB

Credit Suisse, Inflation, and the latest on SVB

Allison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins us to give us the latest on Credit Suisse and how a collapse could impact US and global markets/bank...

15 Mar 202351min

Silicon Valley Bank, Treasuries, and CPI

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Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and SVB, Treasuries, and CPI. Dan Ives, Senior Equity Analyst at WedBush Securities, joins the program to di...

14 Mar 202349min

Silicon Valley Bank and a Possible Fed Pivot

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Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, a potential bank run, and what it all means for regional banks and the bro...

13 Mar 202353min

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