Smaller Companies Are Most Vulnerable to Tax-Cut Delays, Colas Says

Smaller Companies Are Most Vulnerable to Tax-Cut Delays, Colas Says

Nick Colas, co-founder of Datatrek Research and a Bloomberg Prophet, discusses how much the market could be at risk with a corporate tax cut delay. Chris Macke, founder of Solutionomics and Federal Reserve Beige Book contributor, and Laura Davison, a tax reporter at Bloomberg, talk about the latest developments in the GOP tax bills and a proposal to reward job creators through earned corporate tax cuts. Tom Orlik, chief Asia economist at Bloomberg Intelligence, discusses China removing limits on foreign ownership of Chinese banks and asset managers. Finally, Lindsey Rupp, a specialty retail reporter at Bloomberg, talks about JC Penney earnings.

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Episoder(3348)

Apparel Industry Issues Dire Warning: Prices Going Up

Apparel Industry Issues Dire Warning: Prices Going Up

Rick Helfenbein, president and CEO of the American Apparel & Footwear Association, discusses why the Trump's administration tariff delay won't mitigate its destructive impact. Axel Merk, President and...

14 Aug 201928min

Argentina Bonds Become Attractive At 40 Cents: Greer

Argentina Bonds Become Attractive At 40 Cents: Greer

Paul Greer, Portfolio Manager, Emerging Markets & FX at Fidelity International, on the short-term risk of emerging market contagion. Grady Burkett, portfolio manager at Diamond Hill Capital Management...

13 Aug 201926min

Things Are Really Bad Today In Argentina: BI's Sassower

Things Are Really Bad Today In Argentina: BI's Sassower

Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina assets reacting to President Macri's unexpected election loss. Leland Miller, CEO of China Beige Book...

12 Aug 201927min

Market Will Live And Die On China Trade Deal: Colas

Market Will Live And Die On China Trade Deal: Colas

Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, and Jenny Leonard, Bloomberg trade reporter, on Trump digging his heels in on the trade war and impact to markets.  Th...

9 Aug 201927min

More Fed Rate Cuts Will Help EM Assets: Eric Stein

More Fed Rate Cuts Will Help EM Assets: Eric Stein

Eric Stein, Portfolio Manager and Co-Director of Global Fixed Income at Eaton Vance, on global growth fears, negative yields, and EM debt. Logan Mohtashami, Senior Loan Officer at AMC Lending Group, o...

8 Aug 201929min

Disney Poised To Explode At End Of Year: Porter Bibb

Disney Poised To Explode At End Of Year: Porter Bibb

Porter Bibb, Managing Partner for MediaTech Capital Partners, on Disney's strategy taking hold, despite weak results this quarter. Jim Bianco, President and Founder of Bianco Research, on Fed and mark...

7 Aug 201925min

Discovery's Multi-Platform Distribution Is Paying Off

Discovery's Multi-Platform Distribution Is Paying Off

Gunnar Wiedenfels, CFO of Discovery Communications, on earnings and their wide distribution strategy. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on where t...

6 Aug 201924min

China Saber-Rattling Likely, As Trade Tensions Escalate

China Saber-Rattling Likely, As Trade Tensions Escalate

Matt Gertken, Geopolitical Strategist at BCA Research, discusses the conflict between the US and China. Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses why the yuan...

5 Aug 201930min

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