$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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Episoder(3346)

Brexit, U.S-China Trade, AutoNation CEO

Brexit, U.S-China Trade, AutoNation CEO

Therese Raphael, Bloomberg Opinion Editor, will discuss the latest Brexit news, and how Boris Johnson’s brother quit the government in protest at his Brexit strategy. Shawn Donnan, Bloomberg News Seni...

5 Sep 201930min

Boris Johnson, AI, Fed

Boris Johnson, AI, Fed

John Authers, Senior Editor for Bloomberg Markets, will discuss why U.K. Prime Minister Boris Johnson’s Brexit strategy is in tatters after UK government loses majority in parliament. David Kotok,  Ch...

4 Sep 201929min

Brexit, Markets, China Tariffs (Podcast)

Brexit, Markets, China Tariffs (Podcast)

Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, discusses her column on Brexit and the latest on overnight volatility with the pound, and parliament reassembling af...

3 Sep 201927min

100-Year Bonds Could Alter How Rate Risk Is Traded

100-Year Bonds Could Alter How Rate Risk Is Traded

Marcus Ashworth, Bloomberg Opinion columnist covering European markets, on why 100-year bonds could significantly alter how interest-rate risk is traded. Deepak Puri, Americas CIO at Deutsche Bank Wea...

30 Aug 201930min

How Popeye's Chicken Sandwich Harnessed Social Media

How Popeye's Chicken Sandwich Harnessed Social Media

Michael Halen, Senior Restaurant Analyst for Bloomberg Intelligence, on the Popeye's chicken sandwich phenomenon. Scott Flanders, CEO of eHealth, on trends in health care insurance and what’s driving ...

29 Aug 201928min

China's Structural Decline Will Drive Down Steel Price

China's Structural Decline Will Drive Down Steel Price

Gordon Johnson, Managing Director at Vertical Group, on US steel markets and pending impacts from Trump's trade war: more pain ahead. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on his...

28 Aug 201925min

Tobacco Giants Philip Morris, Altria To Reunite

Tobacco Giants Philip Morris, Altria To Reunite

Tara Lachapelle, Bloomberg Opinion deals and media columnist, on Philip Morris in talks to merge with Altria. Jack Devine, former chief of CIA’s worldwide operations, and founding partner and Presiden...

27 Aug 201925min

Trade War Takes Center Stage at G7

Trade War Takes Center Stage at G7

Nathan Sheets, Chief Economist for PGIM Fixed Income, discusses the U.S., China trade war. He says the tensions have escalated another notch, and a near-term de-escalation does not seem likely. Phil O...

26 Aug 201921min

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