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.

See omnystudio.com/listener for privacy information.

Episoder(3322)

BNY Mellon's Loh Sees Bond Yields Continuing to Fall  (Audio)

BNY Mellon's Loh Sees Bond Yields Continuing to Fall (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Marvin Loh, Senior Global Markets Strategist at BNY Mellon, on the bond markets and the FOMC decision.See omnystudio...

15 Jun 20166min

Borthwick Sees Great Dollar Weakness In Next Year Or So (Audio)

Borthwick Sees Great Dollar Weakness In Next Year Or So (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, with a look at currencies and implications of a Brexi...

15 Jun 20169min

Standish's Reinhart: Can't See Fed Raising Twice in 2016(Audio)

Standish's Reinhart: Can't See Fed Raising Twice in 2016(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Vincent Reinhart, Chief Economist, Standish Mellon Asset Management, and former head of the Federal Reserve’s monetary division, on ...

15 Jun 201611min

Signet CEO Light: We Are Investigating Every Complaint (Audio)

Signet CEO Light: We Are Investigating Every Complaint (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mark Light, CEO of Signet Jewelers Ltd., answers to the allegations that the company substituted premium diamonds with cheaper, man-...

15 Jun 20168min

Jim Bianco on the FOMC Meeting: Fed Confusion Reigns (Audio)

Jim Bianco on the FOMC Meeting: Fed Confusion Reigns (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jim Bianco, President and Founder of Bianco Research, with a big picture look at the global markets following the FOMC decision.See ...

15 Jun 20168min

Larry Rosenthal: Near Term Cautious, More Optimistic Q4 (Audio)

Larry Rosenthal: Near Term Cautious, More Optimistic Q4 (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Larry Rosenthal, President of Rosenthal Wealth Management Group, on the markets, investing, and why he's short-term cautious.See omn...

14 Jun 201611min

ACG's McDonald on Central Banks: Witnessing Pure Evil (Audio)

ACG's McDonald on Central Banks: Witnessing Pure Evil (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Larry McDonald, Head of Global Macro Strategy at ACG Analytics, on the German bund going negative and what it signals to global bond...

14 Jun 201611min

Bloomberg's Schettenhelm: Court Upholds Net Neutrality (Audio)

Bloomberg's Schettenhelm: Court Upholds Net Neutrality (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Matthew Schettenhelm, Communications Litigation Analyst for Bloomberg Intelligence, on a federal court upholding the FCC regulations...

14 Jun 20168min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
finansredaksjonen
pengesnakk
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
utbytte
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
lederpodden
lydartikler-fra-aftenposten
rss-markedspuls-2
rss-investering-gjort-enkelt
shifter
rss-impressions-2
rss-fa-makro