Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, discusses why gold is plunging so much. Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on Home Depot earnings, and a preview of Walmart and Target. Christopher Balding, Bloomberg Opinion columnist, on China's economy, the trade war and what China really wants.

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Episoder(3317)

Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth

Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth

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Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec break down earnings from Tesla, Microsoft and Meta as heard live on Bloomberg Radio and on YouTube.Microsoft's spending surged to a rec...

28 Jan 33min

Starbucks Sales Accelerate as Turnaround Gains Steam

Starbucks Sales Accelerate as Turnaround Gains Steam

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodser...

28 Jan 22min

GM Sees Up to $2 Billion Profit Jump in 2026, More Buybacks

GM Sees Up to $2 Billion Profit Jump in 2026, More Buybacks

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Steve Man, Bloomberg Intelligence Global Autos and Industrials Ana...

27 Jan 28min

Nvidia Invests $2 Billion More in CoreWeave, Offers New Chip

Nvidia Invests $2 Billion More in CoreWeave, Offers New Chip

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses N...

26 Jan 15min

TikTok Seals Deal to Operate in the US After Years of Drama

TikTok Seals Deal to Operate in the US After Years of Drama

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analy...

23 Jan 23min

BI Weekend: US Antitrust, AI in Retail, Restaurant Sales

BI Weekend: US Antitrust, AI in Retail, Restaurant Sales

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S anti...

23 Jan 37min

Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

Intel gave a lackluster forecast for the current quarter after manufacturing problems hampered a comeback bid, a disappointment for investors who anticipated more of a boost from new products.First-qu...

22 Jan 10min

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