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(3320)

Trump Tariffs Spark Quick Retaliation

Trump Tariffs Spark Quick Retaliation

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel *Broadcasting live from Bloomberg Invest*Today's Podcast Features:...

4 Mar 202543min

US Factory Activity Nears Stagnation, Trump Tariffs

US Factory Activity Nears Stagnation, Trump Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today's Podcast Features:Timothy Fiore, Chair for the Institute fo...

3 Mar 202520min

BI Weekend: Nvidia Earnings, Apple US Investment

BI Weekend: Nvidia Earnings, Apple US Investment

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Gene Munster, Managing Partner at Deepwater Asset Management, recaps Nvidia earnings. Daniel McGahn, AMSC CEO, di...

28 Feb 202538min

US PCE Data, Zelenskiy Meeting

US PCE Data, Zelenskiy Meeting

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses the latest US economic data and the marke...

28 Feb 202520min

Trump Says Canada, Mexico, Tariffs to Take Effect, Adds New China Duty

Trump Says Canada, Mexico, Tariffs to Take Effect, Adds New China Duty

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brendan Murray, Bloomberg Global Trade Editor, discusses President Donald Trump’s tariffs. Gene Munster, Managing Partner at D...

27 Feb 202521min

House Passes Budget Paving Way for Tax Cuts

House Passes Budget Paving Way for Tax Cuts

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Erik Wasson, Bloomberg Congressional Reporter, discusses House Republicans passing a budget blueprint calling for deep cuts in...

26 Feb 202520min

US Consumer Confidence Drops by Most Since 2021

US Consumer Confidence Drops by Most Since 2021

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Carol Schleif, Chief Investm...

25 Feb 202520min

Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs

Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Apple saying it will hire 20,000 new workers and pr...

24 Feb 202525min

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