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(3347)

Wishes For Big Rate Cuts Foiled By Strong Consumer

Wishes For Big Rate Cuts Foiled By Strong Consumer

Bob Burgess, Bloomberg Opinion editor, on his column, "Markets Have Three Wishes. One May Come True." Melissa Reagen, Head of U.S. Research at Nuveen Real Estate, discusses the latest market trends in...

18 Sep 201928min

New York Fed Conducts Repo Operation; Oil Plunges

New York Fed Conducts Repo Operation; Oil Plunges

Bloomberg Intelligence U.S. Rates Strategist Ira Jersey on the New York Fed conducting its first overnight system repurchase agreement in a decade. Doug Duncan, Fannie Mae Senior Vice President and Ch...

17 Sep 201920min

Good Time To Sell Oil Into Rally: Cantor's Cecchini

Good Time To Sell Oil Into Rally: Cantor's Cecchini

Peter Cecchini, Cantor Fitzgerald Global Chief Market Strategist, on the oil markets and signs of pure froth emerging in credit markets. David Welch, Bloomberg's Detroit Bureau Chief, on the GM worker...

16 Sep 201926min

Retail Sales Optimism & Central Bank Stimulus

Retail Sales Optimism & Central Bank Stimulus

Retail Sales Optimism & Central Bank Stimulus (Podcast)Constance Hunter, Chief Economist at KPMG, on retail sales and how the Fed could react to the ECB and Draghi's QE. Kelly Steckleberg, CFO of Zoom...

13 Sep 201921min

Slow-Walking Regulation On Vaping Is Being Challenged

Slow-Walking Regulation On Vaping Is Being Challenged

Max Nisen, Bloomberg Opinion health care columnist, on the need for aggressive FDA regulation and oversight of e-cigarettes. Kit Juckes, Global Fixed Income Strategist for Societe Generale, on the ECB...

12 Sep 201929min

Bond Selloff Leading the Rotation on Equity Front

Bond Selloff Leading the Rotation on Equity Front

Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy for Columbia Threadneedle Investments, on the current investment outlook and the US-China trade saga, Ken Fisher, Founder and...

11 Sep 201933min

The 'Liquification' of Private Markets Is Underway

The 'Liquification' of Private Markets Is Underway

Christopher Wolfe, Chief Investment Officer for First Republic Private Wealth Management, on his current investment outlook and private markets.  John Butler, Senior Telecom Services & Equipment Analy...

11 Sep 201926min

FDIC Walks Fine Line Between Regulation and Innovation

FDIC Walks Fine Line Between Regulation and Innovation

Jelena McWilliams, Chairman of the FDIC, on the evolution of fintech and the role of regulators. Brad Levy, Global Head of Loans and CEO of MarkitSERV/IHS Markit, on the financial system of the future...

10 Sep 201926min

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