UBS, China, Markets, and the Fed

UBS, China, Markets, and the Fed

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, and Bloomberg Opinion columnist Paul Davies join for a roundtable on UBS’ new CEO to lead them through the Credit Suisse acquisition. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss sectors he likes as stocks look to rebound in 2023. Bloomberg Economics Chief Economist Tom Orlik joins to discuss how Alibaba’s split affects China’s tech sector and outlook for the Chinese economy this year amid global uncertainty and recent courting of Xi Jinping to Vladimir Putin. Anneka Treon, Chief Economist International at Van Lanschot Kempen, joins the program to talk about the outlook for global economies and inflation. Bryan Whalen, co-chief investment officer and generalist portfolio manager with TCW Investment Management, discusses the fixed income markets. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to talk semiconductor stocks after Micron’s earnings. Hugh Hendry, Former CIO/Founding Partner/Founder of Eclectica Asset Management, joins to discuss the economy and outlook for a recession and rate cut in the US. Hosted by Paul Sweeney, Matt Miller, and Barry Ritholtz.

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Episoder(3347)

Introducing: The Sixth Bureau

Introducing: The Sixth Bureau

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BI Weekend: Deere, Walmart Earnings, Berkshire Hathaway 13F Filings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Dee...

20 Feb 38min

Retail Stocks Jump After Supreme Court Strikes Down US Tariffs

Retail Stocks Jump After Supreme Court Strikes Down US Tariffs

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Poonam Goyal, Senior U.S....

20 Feb 27min

Walmart’s Cautious Outlook Reflects Uneven State of US Economy

Walmart’s Cautious Outlook Reflects Uneven State of US Economy

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Emily Cohn, Bloomberg Con...

19 Feb 22min

Berkshire Hathaway Slashes Amazon Stake

Berkshire Hathaway Slashes Amazon Stake

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Matthew Palazola, Bloomb...

18 Feb 21min

Warner Bros Reopens Talks as Paramount Signals Higher Bid

Warner Bros Reopens Talks as Paramount Signals Higher Bid

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Stephen Flynn, Bloomberg...

17 Feb 19min

Evolving Money: Blue Chip Meets Blockchain (Sponsored Content)

Evolving Money: Blue Chip Meets Blockchain (Sponsored Content)

Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings b...

15 Feb 16min

BI Weekend: Coca Cola, Hasbro, T-Mobile Earnings

BI Weekend: Coca Cola, Hasbro, T-Mobile Earnings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses Transoc...

13 Feb 37min

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