Bond Market Implies U.S. Recession in Late 2018, 2019: Sri Kumar

Bond Market Implies U.S. Recession in Late 2018, 2019: Sri Kumar

Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, on tax reform, bonds and the yield curve, and outlook for markets. Michael Rea, pharmacist, founder and CEO of Rx Savings Solutions, and Tara Lachapelle, deals columnist for Bloomberg Gadfly, on the transformative deal between CVS Health and health insurance giant Aetna. Rachel Evans, corporate finance reporter for Bloomberg, on the future landscape of a $20 trillion BlackRock and Vanguard investing duopoly where almost everyone is a customer. Jeremy Swan, Managing Principal of CohnReznick's Financial Sponsors Financial Services Industry, on potential impact of the GOP tax bill on private equity firms.

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Episoder(3349)

Tech Earnings, ETFs, Markets, and Banks (Podcast)

Tech Earnings, ETFs, Markets, and Banks (Podcast)

Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh discuss a slew of big tech earnings, including Alphabet and Microsoft yesterday, as well as Snap, Meta today, and Amazon next ...

26 Jul 202335min

FOMC, Labor Strikes, and Earnings (Podcast)

FOMC, Labor Strikes, and Earnings (Podcast)

Lydia Boussour, EY Parthenon Senior Economist, joins to break down the next FOMC move and if we’ve reached the end of the rate hike cycle. She also previews GDP on Thursday. Dana Peterson, Chief Econo...

25 Jul 20231h 3min

The Fed, Big Tech Earnings, Apple, and Barbie (Podcast)

The Fed, Big Tech Earnings, Apple, and Barbie (Podcast)

Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, and Michael McKee, International Economics and Policy correspondent with Bloomberg News, join to preview the Fed and cen...

24 Jul 202351min

The Fed, Earnings, and EV Chargers

The Fed, Earnings, and EV Chargers

Michael McKee, International Economics & Policy Correspondent with Bloomberg News, joins us to discuss what we can expect from the Fed next week and whether it will be the last hike of its historic ti...

21 Jul 202353min

Tesla, Netflix Energy, and Chris Christie

Tesla, Netflix Energy, and Chris Christie

Gina Martin Adams, Chief US Equity Analyst with Bloomberg Intelligence, joins to discuss her research note on the new S&P bull market and what to make of earnings season thus far. Ann Hynes, Mizuho Am...

20 Jul 202350min

Banks, Housing, Markets, and UK CPI

Banks, Housing, Markets, and UK CPI

Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins to talk about Goldman Sachs earnings and wraps big bank earnings. Erica Adelberg, MBS strategist with...

19 Jul 202351min

Retail Sales, Global Inflation and Biopharma Investing

Retail Sales, Global Inflation and Biopharma Investing

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the day's latest eco data. Kara Murphy, CIO at Kestra Investment Management, joins us in studio to talk stocks and i...

18 Jul 202342min

Earnings, Disney, Janet Yellen, and Fenway Sports Group

Earnings, Disney, Janet Yellen, and Fenway Sports Group

Alison Williams, Senior Global Banks & Asset Managers analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks analyst with Bloomberg Intelligence, join for an earnings breakdown of...

17 Jul 202353min

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