Rate Cuts, FedEx, and Trump
Frances Donald, Chief Economist at Manulife Investment Management, joins to discuss markets, the Fed, and outlook for a soft or hard landing in 2024. Caroline Fredrickson, distinguished visiting professor at Georgetown Law, joins to discuss Donald Trump getting disqualified on the Colorado ballot for 2024, how it will fare in the US Supreme Court, and how Trump’s legal issues will play into 2024. Lee Klaskow, Senior Analyst: Logistics at Bloomberg Intelligence, joins to discuss FedEx’s earnings miss. Matt Palazola, Senior Analyst: P&C Insurance with Bloomberg Intelligence, joins to discuss Aon’s acquisition of NFP. Hosted by Paul Sweeney and Emily Graffeo.See omnystudio.com/listener for privacy information.
20 Des 202336min
Markets, Shipping, and Lending
Robert Teeter, Managing Director and Head of Investment Policy at Silvercrest Asset Management joins to discuss markets and gives his 2024 outlook for the economy. Lee Klaskow, Senior Logistics Analyst with Bloomberg Intelligence, joins to preview FedEx earnings, discuss geopolitical tensions affecting shipping lines, and talk about his new podcast. Jeffrey Hirsch, editor of the Stock Trader’s Almanac, joins to discuss his correct market call this year, a potential Santa Claus rally, seasonality, and small caps. Roberta Goss, Senior Managing Director and Head of the Bank Loan and CLO Platform at Pretium, joins to discuss lending and outlook for financing in the US. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
19 Des 202336min
Tech, EM, and US Steel
Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss China scaling back iPhone use, the latest Tesla headlines, and gives his 2024 outlook for tech. Brooke Sutherland, columnist with Bloomberg Opinion, joins to discuss Nippon Steel acquiring US Steel, and outlook for M&A as well as industrials in 2024. Penny Foley, Managing Director of Emerging Markets at TCW, joins to discuss the outlook for emerging markets. Wendi Whitmore, SVP and Head of Palo Alto Network’s cybersecurity team, joins to discuss cyber risks and costs for businesses. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
18 Des 202336min
Introducing: Bloomberg News Now
Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.See omnystudio.com/listener for privacy information.
17 Des 202351s
Bloomberg Hot Pursuit!: Porsche 911 S/T and Tesla Recall
On this episode, Hannah and Matt talk about test-driving the new Porsche 911 S/T. Plus, they discuss the fallout from Tesla's autopilot recall. Also, listen for news on the Chinese auto empire that's hitting a roadblock when it comes to international expansion. Follow Hannah and Matt on Instagram: @HannahElliottxo @mattmiller1973 Find more on Bloomberg.com, Bloomberg Radio and YouTube.See omnystudio.com/listener for privacy information.
16 Des 202336min
Citi, Alphabet, and Munis
Sally Bakewell, US Finance Team Lead with Bloomberg News, discusses Citigroup shutting down its once high-flying muni unit. Maria Pope, CEO at Portland General Electric (NYSE: POR), joins to discuss her industry and outlook for her company in 2024. Alex Petrone, Director of Fixed Income at Rockefeller Asset Management, joins to discuss muni bonds, muni market liquidity, investor demand, and credit risks. Jennifer Rie, Senior Litigation Analyst: Antitrust with Bloomberg Intelligence, joins to discuss the Alphabet antitrust loss from earlier this week, what it means for Apple, and other cases to watch. Hosted by John Tucker and Bailey Lipschultz.See omnystudio.com/listener for privacy information.
15 Des 202336min
Powell Pivot, Inflation, and CRE
Ed Harrison, Senior Editor at Bloomberg News, joins to discuss the market risks of a Fed pivot. Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his inflation call in the US, as well as potential recession outlook. Neil Grossman, former CIO at TKNG Capital, joins to break down the Powell pivot. Miki Naftali, Chairman and CEO at Naftali Group, joins to discuss the risks he sees in commercial real estate and outlook for a hard landing. Abigail Doolittle joins. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.
14 Des 202340min
M&A, Weight Loss, and Tesla
Ted Smith, co-founder at Union Square Advisors, joins to discuss expected M&A activity in 2024. Sam Fazeli, Head of Euro Research and Pharma Analyst at Bloomberg Intelligence, discusses Pfizer’s miss and weight loss drug developments, and outlooks for those drugs in 2024. Steve Man, Global Auto Market Research Leader at Bloomberg Intelligence, joins to break down Tesla’s recall and outlook for the company. Mike Green, Portfolio Manager and Chief Strategist at Simplify Asset Management, joins to discuss markets and investing. Hosted by Paul Sweeney and Bailey Lipschultz.See omnystudio.com/listener for privacy information.
13 Des 202337min
