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(3320)

BI Weekend: ASML Orders, US Bank Earnings

BI Weekend: ASML Orders, US Bank Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses ASML lowering its’ guidance for next...

18 Okt 202437min

CVS Ousts CEO, China Data, Netflix Earnings

CVS Ousts CEO, China Data, Netflix Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses CVS ousting its’ CEO Karen Lynch. Gerard Dipip...

18 Okt 202441min

Instant Reaction: Netflix Records Another Strong Quarter

Instant Reaction: Netflix Records Another Strong Quarter

Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s str...

17 Okt 20248min

US Retail Sales, TSMC Earnings

US Retail Sales, TSMC Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. Mandeep Singh, Bloombe...

17 Okt 202441min

Morgan Stanley Shares Soar on Trading Surge

Morgan Stanley Shares Soar on Trading Surge

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Broadcasting live from Wells Fargo’s Women in Leadership Summit at Kiawah Island in South Carolina*Alison Williams, Bloomberg Inte...

16 Okt 202457min

ASML Guidance Cut, US Bank Earnings

ASML Guidance Cut, US Bank Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses ASML lowering lowering guidance for 2025. Alison Will...

15 Okt 202444min

S&P 500 Earnings Outlook

S&P 500 Earnings Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, gives her outlook for U.S earnings season. Crystal Tse, Bloom...

14 Okt 202450min

Consumer Sentiment, Bank Earnings, Litigation Latest

Consumer Sentiment, Bank Earnings, Litigation Latest

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data from UMich.  Aliso...

13 Okt 202435min

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