$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(3347)

Analysts Sour On Apple As China Nationalism Hits iPhone

Analysts Sour On Apple As China Nationalism Hits iPhone

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Wall Street souring on Apple, and Google denying being in talks with Dish to create a 4th network. Joey Bergstei...

8 Jul 201925min

Jobs Print Takes 50bp July Rate Cut Off Table: Dudley

Jobs Print Takes 50bp July Rate Cut Off Table: Dudley

Bill Dudley, former New York Fed President and senior researcher at Princeton University’s Center for Economic Policy Studies, discusses the Fed, the economy, and his column: "The Fed Should Keep Its ...

5 Jul 201933min

Biggest Risk Is Downside Jobs Surprise: JPM's Kennedy

Biggest Risk Is Downside Jobs Surprise: JPM's Kennedy

Tom Kennedy, Global Head of Macro & Fixed Income Strategy, J.P. Morgan Private Bank, discusses his current outlook for fixed income markets and the Fed. Irene Finel-Honigman, Adjunct Professor of Inte...

3 Jul 201925min

Big EU-Mercosur Trade Deal Sends Message To Trump, UK

Big EU-Mercosur Trade Deal Sends Message To Trump, UK

Therese Raphael, Bloomberg Opinion editor, discusses Trump's new round of EU tariff threats and the EU-Mercosur trade deal. Michelle Krebs, Executive Analyst at AutoTrader, on auto sales and truck war...

2 Jul 201925min

Big Mistake To Not Enlist Europe Against China: Rhodes (Podcast)

Big Mistake To Not Enlist Europe Against China: Rhodes (Podcast)

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the lack of a substantive China trade deal for the U.S. Jason Schenker, President of Prestige Economics and a...

1 Jul 201931min

GOP Strategist Heye Warns Dems Lurching Too Far Left

GOP Strategist Heye Warns Dems Lurching Too Far Left

Doug Heye, former RNC Communications Director and Republican Strategist, unpacks the second night of Democratic debates.  Maria Considine King, Senior Vice President, Practice Management at Commonweal...

28 Jun 201926min

Ford Moves In Right Direction With Euro Job Cuts: Kudla

Ford Moves In Right Direction With Euro Job Cuts: Kudla

David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Ford eliminating 20% of its workforce across Europe. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at...

27 Jun 201927min

Little Upside Left in U.S. Junk Bonds: Diamond Hill

Little Upside Left in U.S. Junk Bonds: Diamond Hill

Bill Zox, CIO of Fixed income at Diamond Hill Capital Management, to discuss why there's little upside left in the high yield space. Leland Miller, CEO of China Beige Book International, on China Beig...

26 Jun 201928min

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