$11 Billion EM Investor Is Sticking With Brazil Despite Strike

$11 Billion EM Investor Is Sticking With Brazil Despite Strike

Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity markets. Fernando Napolitano, President and CEO of the Italian Business & Investment Initiative, discusses Italy’s governmental politics and the impact it’s having on the country's business community. Betsey Stevenson, Former Chief Economist at the US Department of Labor and Associate Professor of Public Policy at the University of Michigan, on why childhood education & high quality childcare should be a priority over free college. Lananh Nguyen, FX reporter for Bloomberg, on persisting misbehavior in the $5.1 trillion-a-day FX market.

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The Fed, Earnings, and EV Chargers

The Fed, Earnings, and EV Chargers

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Tesla, Netflix Energy, and Chris Christie

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20 Jul 202350min

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Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins to talk about Goldman Sachs earnings and wraps big bank earnings. Erica Adelberg, MBS strategist with...

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Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the day's latest eco data. Kara Murphy, CIO at Kestra Investment Management, joins us in studio to talk stocks and i...

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17 Jul 202353min

Bank Earnings, Student Loans, Metals, Genpact, and James Bullard (Podcast)

Bank Earnings, Student Loans, Metals, Genpact, and James Bullard (Podcast)

Steve Matthews, US Economy Reporter for Bloomberg News, joins to talk about inflation data, including today’s UMich survey, earnings season’s market impact, the Fed, and James Bullard leaving the St. ...

14 Jul 202350min

Inflation, Private Credit, Bob Iger, and Earnings (Podcast)

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Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to discuss CPI, PPI, and the outlook for a recession in the US. Steve Geiszler, US Chief Intellectual Property Counse...

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CPI, Euro Equities, The Fed, and Real Estate (Podcast)

CPI, Euro Equities, The Fed, and Real Estate (Podcast)

Anna Wong, Chief US Economist with Bloomberg Economics, joins to break down the June CPI reading and outlook for the Fed’s next move. Tim Craighead, Director of Research and Senior European Strategist...

12 Jul 20231h 1min

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