Banks At Cycle Top, Will Be Down 30-50% In 12-18 Months: Peabody

Banks At Cycle Top, Will Be Down 30-50% In 12-18 Months: Peabody

Charles Peabody, President of Portales Partners LLC, on bank earnings and why we are seeing a lower quality of earnings. Brian Egger, Senior Gaming and Lodging analyst for Bloomberg Intelligence, on continued consolidation in the gambling industry, as Icahn plans to sell Tropicana in a $1.85 billion deal. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, on why the market is undervalued and current credit conditions.David Chene, Managing Partner at Kennedy Lewis Investment Management LLC, on whether corporate debt will be leading the US into the next recession.

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Episoder(3339)

Trade issues, Re-branding and Luxury Beds

Trade issues, Re-branding and Luxury Beds

Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Alberto Gallo, Partner and Portfolio Manager of Macro Strategies at Algebris UK Limited, discussing trade issues between US/EU and those...

4 Jun 201828min

Job Switchers, Not Stayers, Will Get The Wage Increases: Slok

Job Switchers, Not Stayers, Will Get The Wage Increases: Slok

Torsten Slok, Chief International Economist at Deutsche Bank, on jobs, the global economy, Italy and the euro. David Weil, Dean of the Heller School at Brandeis University, discusses wage stagnation, ...

4 Jun 201829min

Trump Steel Tariffs Will Hurt As Much As They Will Help: Deaux

Trump Steel Tariffs Will Hurt As Much As They Will Help: Deaux

Joe Deaux, Metals & Mining reporter for Bloomberg, on Trump slapping steel tariffs on the United States’ closet allies: EU, Canada, and Mexico. John Moninger, Managing Director at Eaton Vance, on resu...

1 Jun 201829min

Too Early To Go Long Italy Debt But EU Banks Look Good: Hickmore

Too Early To Go Long Italy Debt But EU Banks Look Good: Hickmore

Luke Hickmore, Senior Investment Manager for Aberdeen Standard Investments, on Italian assets. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on China trade and NAFTA. Scott Ver...

31 Mai 201828min

$11 Billion EM Investor Is Sticking With Brazil Despite Strike

$11 Billion EM Investor Is Sticking With Brazil Despite Strike

Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity markets. Fernando Napolitano, President and CE...

31 Mai 201829min

Commercial Real Estate and Money Issuance

Commercial Real Estate and Money Issuance

Felice Maranz, Equity Reporter for Bloomberg, joins Bloomberg Markets AM to discuss the cracks in the commercial real estate market. Also joining Pimm and Lisa is Joe Mysak, Editor for Bloomberg Brief...

25 Mai 201818min

Danger Is Building In Some Emerging Markets: Bill Rhodes

Danger Is Building In Some Emerging Markets: Bill Rhodes

Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the big news impacting the global economy: Turkey, Italy, China trade and Korea, and Venezuela. Alan Baum, auto...

25 Mai 201840min

EM Countries With Weaker Fundamentals See Repricing: BBH's Thin

EM Countries With Weaker Fundamentals See Repricing: BBH's Thin

Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on emerging markets, currencies, and Turkey in freefall.  Matt Miskin, market strategist for John Hancock Investments, on why...

23 Mai 201831min

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