Bank Stocks Haven't Priced In Credit Disappointments (Podcast)

Bank Stocks Haven't Priced In Credit Disappointments (Podcast)

Charles Peabody, President of Portales Partners LLC, on bank earnings and outlook. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on why Theresa May is a dead woman walking. George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on China's economic outlook and how this plays into trade negotiations. Drew Armstrong, U.S. Healthcare team leader for Bloomberg, on Walmart leaving CVS's pharmacy network.

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Episoder(3344)

Banks, ChatGPT, Apple, Fox News, and Cybersecurity

Banks, ChatGPT, Apple, Fox News, and Cybersecurity

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join to break down bank earnings. Matt Schettenhelm, Senior Litigation Analyst with Bloomberg Intelligence,...

18 Apr 202355min

Merck, AI, Earnings, and First Republic

Merck, AI, Earnings, and First Republic

John Murphy, Pharmaceutical Analyst with Bloomberg Intelligence, joins to discuss the Merck-Prometheus Biosciences deal. Austin Graff, founder and CIO at Opal Capital, joins to discuss segments he lik...

17 Apr 202356min

Bank Earnings, Retail Sales, Dollar Weakness, and Airlines

Bank Earnings, Retail Sales, Dollar Weakness, and Airlines

Sonali Basak, Bloomberg Wall Street Reporter, and Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join the show for the weekly Friday wall street roundup, ...

14 Apr 202352min

Inflation, Regional Bank Earnings, Cannabis, & Nickel

Inflation, Regional Bank Earnings, Cannabis, & Nickel

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the program to break down the latest Fed Minutes. Phil Toews, CEO at Toews Asset Management, joins us in studio to talk ...

13 Apr 202358min

CPI, Cruises, Industrials, ETFs, and Cannabis

CPI, Cruises, Industrials, ETFs, and Cannabis

Alyce Andres, US interest rates and FX reporter with Bloomberg News, joins the program to discuss the latest CPI reading and outlook for rate hikes and cuts. Jody Lurie, Credit Analyst with Bloomberg ...

12 Apr 202346min

Earnings, IMF, ETFs, and Autos (Podcast)

Earnings, IMF, ETFs, and Autos (Podcast)

Gina Martin Adams, Senior Equity Analyst with Bloomberg Intelligence, joins to discuss her grim preview of earnings season. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, RE...

12 Apr 202353min

Apple, Real Estate, Russia, and Carvana

Apple, Real Estate, Russia, and Carvana

Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins the program to discuss the deliveries miss for Apple on personal PCs. David O’Reilly, CEO of Howard Hughes (NYSE: HHC), joins to dis...

10 Apr 202349min

IMF, Western Alliance, ETFs, and Kurodanomics

IMF, Western Alliance, ETFs, and Kurodanomics

Tom Keene interviews IMF Managing Director Kristilina Georgieva live in Washington DC. Selma Hepp, Chief Economist at CoreLogic, joins the program to discuss the housing market and breaks down the lat...

6 Apr 202348min

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