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 the yield curve will invert if the Fed hikes four times. Logan Mohtashami, Senior Loan Officer for AMC Lending, on why there is no such thing as affordable housing in America. Leigh Curyer, CEO of uranium mining company NexGen Energy, on how Russia may countersanction uranium, and the outlook for nuclear energy.

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Episoder(3344)

Staffing CEO Sees Unemployment Maxing Out At 13-15%

Staffing CEO Sees Unemployment Maxing Out At 13-15%

Tom Gimbel, CEO of global staffing company LaSalle Network, on the unprecedented job losses due to the coronavirus. Dr. Jonathan Gruber, Professor of Economics at MIT, and key architect of both Romney...

3 Apr 202028min

Oil Price Could Revisit 1986 Low of $9.75: Stephen Schork

Oil Price Could Revisit 1986 Low of $9.75: Stephen Schork

Stephen Schork, President of the Schork Group, discusses why U.S. oil exports may be done for. Cole Smead, President and Portfolio Manager at Smead Capital Management, on seeing one of the greatest st...

2 Apr 202030min

Western Asset Sifting For Opportunities Amid Credit Rubble

Western Asset Sifting For Opportunities Amid Credit Rubble

Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on opportunities in fixed income. Peter Kenny, Founder of Strategic Board Solutions, on why markets will come back. Bess Fre...

1 Apr 202029min

U.S. Recovery Not Likely Until End of Q3: Bart Van Ark

U.S. Recovery Not Likely Until End of Q3: Bart Van Ark

Bart Van Ark, Chief Economist at the Conference Board, on consumer confidence and an update to their U.S. economic forecast for 2020. Julian Lee, Bloomberg oil strategist and Opinion columnist, on oil...

31 Mar 202026min

Commercial Real Estate Set Up For 'Profound' Recovery: MMI CEO

Commercial Real Estate Set Up For 'Profound' Recovery: MMI CEO

Hessam Nadji, CEO of Marcus and Millichap (NYSE:MMI), on what's happening to commercial real estate as the coronavirus shuts down businesses, retailers and hotels. Ellen Wald, President of Transversal...

30 Mar 202026min

Casual Dining Chains Could Lose 75% of Sales: BI's Halen

Casual Dining Chains Could Lose 75% of Sales: BI's Halen

Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on the Covid-19 outlook for North America restaurants. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Inte...

26 Mar 202026min

Structural Changes To Society Will Reshape Post-Virus Economy

Structural Changes To Society Will Reshape Post-Virus Economy

Frances Donald, Managing Director, Chief Economist & Head of Macro Strategy at Manulife Investment Management, on her prognosis for the economy. Dr. Leana Wen, emergency physician, public health profe...

25 Mar 202028min

Fed Balance Sheet Will Be At $9 Trillion Next Year: BI's Jersey

Fed Balance Sheet Will Be At $9 Trillion Next Year: BI's Jersey

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the new Fed facilities, and the Fed balance sheet. Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, o...

24 Mar 202029min

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