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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Boeing Listened to Trump's F-35 Pentagon Calls, Capaccio Says

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Bloomberg's Tony Capaccio says Boeing's CEO was in the room listening to Donald Trump's calls to the Pentagon about the Lockheed Martin F-35 jet. Ward McCarthy, the chief financial economist at Jeffer...

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Bloomberg's Riccadonna and Dean on Yellen and Dodd-Frank

Bloomberg's Riccadonna and Dean on Yellen and Dodd-Frank

Bloomberg Intelligence's Carl Riccadonna and Nathan Dean discuss Janet Yellen's testimony to Congress and the state of play for Dodd-Frank. Then Ken Shea, a food, beverage and tobacco analyst at Bloom...

15 Feb 201713min

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Ariel Cohen, a senior fellow at the Atlantic Council, discusses the fallout of General Flynn's resignation and relations between Russian and the U.S. Then, Alex Nowrasteh, an immigration policy analys...

14 Feb 201721min

Emerging Market FX Reserves Are Declining, Sassower Says

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Damian Sassower, a fixed income strategist for Bloomberg Intelligence, discusses declining foreign currency reserves held by emerging-market nations. Jeff Weiss, the chief technical analyst at Clearvi...

13 Feb 201729min

China Isn't Ready to Make Concessions on Trade, Magnus Says

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George Magnus, a Bloomberg View columnist and an associate at Oxford University's China Centre, says China isn't ready to make the concessions the U.S. wants on trade policy. June Grasso, co-host of "...

10 Feb 201729min

Ten-Year Yield Could Fall Before Rising, Bianco Says

Ten-Year Yield Could Fall Before Rising, Bianco Says

Jim Bianco, president and founder of Bianco Research, says 10-year Treasury yields could fall below 2.3% before rising to 3%. Alex Zozaya, CEO of Apple Leisure Group, discusses investment opportunitie...

9 Feb 201726min

Vogel Expects Fed Plan for Treasury Holdings by Year's End

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Jim Vogel, an interest rate strategist at FTN Financial, says he expects a plan from the Federal Reserve for its $400 billion of Treasury holdings by the end of 2017. Bloomberg Intelligence's Paul Swe...

8 Feb 201726min

Again Capital's Kilduff Expects Oil Prices to Fall to $42

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John Kilduff, a founding partner of Again Capital, says oil prices could fall to as low as $42. Tony Dwyer, Canaccord Genuity's chief market strategist, discusses markets and investing and why he's ca...

7 Feb 201726min

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