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.

See omnystudio.com/listener for privacy information.

Episoder(3334)

P&L: How Zara Is Dominating The Fast Fashion World

P&L: How Zara Is Dominating The Fast Fashion World

Lisa Abramowicz and Carol Massar, filling in for Pimm Fox, talk to Bloomberg's Stephanie Baker about how Zara's social media presence sets the company apart from the rest of the fashion world. Then, K...

25 Nov 201619min

P&L: The Thanksgiving Price War

P&L: The Thanksgiving Price War

Lisa Abramowicz talks to Jen Bartashus, a U.S. food and drug retail analyst for Bloomberg Intelligence, about food deflation and how it's affecting food prices across different stores. Then, David Kud...

23 Nov 201625min

P&L: How Do We Replace Obamacare With Something That Works?

P&L: How Do We Replace Obamacare With Something That Works?

Lisa Abramowicz and Mike Regan, filling in for Pimm Fox, talk to Susan DeVore, CEO of Premier Inc., about the future of Obamacare under Donald Trump. Then, Mike Underhill, a money manager at RidgeWort...

22 Nov 201628min

P&L: What President Trump Means For U.S.-Russia Relations

P&L: What President Trump Means For U.S.-Russia Relations

Lisa Abramowicz and Mike Regan, filling in for Pimm Fox, talk to Richard Conn, a managing partner at Eurasia Advisors, about the global implications of a possible closer relationship between Russia an...

21 Nov 201626min

P&L: The Biggest Risk Is a Trade War, Nick Sargen Says

P&L: The Biggest Risk Is a Trade War, Nick Sargen Says

Nick Sargen, author of the new book, "Global Shocks," discusses whether Donald Trump's election is the next global shock. Then, Lacy Hunt, Hoisington Investment Management Co.'s chief economist, talks...

18 Nov 201628min

P&L: Does The Fed Still Matter to Equity Traders?

P&L: Does The Fed Still Matter to Equity Traders?

Lisa Abramowicz talks to Miller Tabak's Matt Maley about markets and leverage -- and whether the Fed still matters.See omnystudio.com/listener for privacy information.

17 Nov 20166min

P&L: TPP Is Dead, Former Adviser to Bill Clinton Says

P&L: TPP Is Dead, Former Adviser to Bill Clinton Says

Robert Lawrence, a professor of International Trade and Investment at the Harvard Kennedy School and former economic adviser to Bill Clinton, discusses the outlook for trade as Donald Trump pledges to...

16 Nov 201628min

P&L: No Need For More Trade Restrictions, Paul Christopher Says

P&L: No Need For More Trade Restrictions, Paul Christopher Says

Pimm Fox and Lisa Abramowicz talk to Paul Christopher, the head global market strategist for Wells Fargo Investment Institute, about how markets are anticipating Donald Trump's administration. Then, S...

15 Nov 201626min

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