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(3327)

Promising PCE Data, Morning Consult Poll

Promising PCE Data, Morning Consult Poll

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses PCE data. Laura Davison, Bloomberg Politics Editor,...

27 Sep 202441min

NYC Mayor Eric Adams Indicted on Bribery Fraud Charges

NYC Mayor Eric Adams Indicted on Bribery Fraud Charges

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Scott Stringer, Former New York City Comptroller, discusses NYC Mayor Eric Adams’ indictment. Dr. Basil Smikle, Professor of Practi...

26 Sep 202430min

US Mortgage Rates Fall Again, Israel Widens War

US Mortgage Rates Fall Again, Israel Widens War

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Stuart Paul, US Economist with Bloomberg Economics, discusses US mortgage rates falling again. Bobby Ghosh, Bloomberg News Senior E...

25 Sep 202436min

US Consumer Confidence Falls, Biden UN Speech

US Consumer Confidence Falls, Biden UN Speech

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Broadcasted live from the Earthshot Summit at the Plaza Hotel in NYC*Dana Peterson, Chief Economist at the Conference Board, discu...

24 Sep 202439min

Intel's Offer from Apollo, Energy Demand on the Rise

Intel's Offer from Apollo, Energy Demand on the Rise

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Liana Baker, Bloomberg News Managing Editor of the Deal Team, on Apollo Is Said to Offer Multibillion-Dollar Intel Investment. Gin...

23 Sep 202441min

Instant Reaction: Qualcomm Approached Intel About A Takeover Deal

Instant Reaction: Qualcomm Approached Intel About A Takeover Deal

Intel shares soared after the Wall Street Journal reported that Qualcomm approached the company about a takeover, a potential record-setting deal for the chip industry. For instant reaction and analys...

20 Sep 20249min

BI Weekend: Airline Mergers, TikTok Scrutiny, Auto-Dealer Sentiment

BI Weekend: Airline Mergers, TikTok Scrutiny, Auto-Dealer Sentiment

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week's podcast: Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, George Ferguson explains Alaska Airli...

20 Sep 202437min

Nike's CEO Switch, Beverage M&A, and the Markets

Nike's CEO Switch, Beverage M&A, and the Markets

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Poonam Goyal, Bloomberg Intelligence Senior US E-Commerce and Retail Analyst, talks about Nike's CEO change and what it means for...

20 Sep 202430min

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