Emerging Markets Selloff Presents Buying Opportunities: Dennis

Emerging Markets Selloff Presents Buying Opportunities: Dennis

Geoff Dennis, Head of Global Emerging Market Strategy at UBS Securities, on emerging markets and why he thinks the gloom over EM equities is overdone. Ferdinando Giugliano, Bloomberg Opinion columnist in Rome, on the populist government plan in Italy, and how Italian/euro assets are being impacted. Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on China casting doubt on report of a $200 billion trade deficit. Aaron Brown, Bloomberg Opinion columnist and former Head of Financial Market Research at AQR Capital Management, on pension funds, market valuations, and cryptocurrencies.

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Episoder(3333)

Silicon Valley Bank, Jobs Day, and Markets

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Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, a potential bank run, and what it all means for regional banks and the bro...

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Private Credit, Silvergate, Apple, and the Latino Vote

Private Credit, Silvergate, Apple, and the Latino Vote

Sonali Basak, Bloomberg Wall Street Reporter, and Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join the show for our (new) weekly Wall Street roundup. T...

9 Mar 202351min

Jay Powell, Inflation, and the Biden Budget

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Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to break down Jay Powell’s House testimony. Mike McKee, International Economics and Policy correspondent with Bloomberg...

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Jay Powell and Meta

Jay Powell and Meta

Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence, breaks down Jay Powell’s testimony to the Senate. Mandeep Singh, Senior Tech Analyst at Bloomberg Intelligence, discusses the latest ...

7 Mar 202316min

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Banks, Powell, Crypto, and Jamie Dimon (Podcast)

Alison Williams, Senior Global Banks & Asset Managers Analyst, joins the show to discuss Credit Suisse, UBS cuts and CEO raise, and Citi expanding in Paris. Anna Wong, Chief Economist with Bloomberg E...

6 Mar 202355min

BONUS EPISODE: Jamie Dimon Speaks to Bloomberg News

BONUS EPISODE: Jamie Dimon Speaks to Bloomberg News

JP Morgan Chase CEO Jamie Dimon sits down for an exclusive interview with Bloomberg's Ed Hammond. They speak at the 2023 JP Morgan Global High Yield & Leveraged Finance Conference in Miami Beach, Flor...

6 Mar 202316min

Mortgages, ETFs, Autos, Munis, and Aviation (Podcast)

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Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the program to discuss the housing market, mortgage rates, and outlook for home buying. Sylvia Jablonkski, CIO at Defiance, joins the ...

3 Mar 202341min

Tesla, Enbridge, Wall Street, and ETFs (Podcast)

Tesla, Enbridge, Wall Street, and ETFs (Podcast)

Dan Ives, Senior Equity Analyst with Bloomberg Intelligence, joins the program after he attended Tesla Investor Day and has the latest on what we learned and what we didn’t learn from the event. Juan ...

2 Mar 202340min

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