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 Intelligence, joins to talk about Carnival CFO’s moves to pay down debt and outlook for cruising. Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the program to talk about Emerson Electric’s deal to National Instruments and other updates on industrial companies. Johan Grahn, VP and Head of ETF Strategy at AllianzIM, joins the program to discuss investing strategies and ETF flows. Brad Case, Chief Economist at Middleburg Communities, joins the program to discuss real estate pressures from inflation and the recent CPI reading. Morgan Paxhia, co-founder of Poseidon Investment Management, joins the program from the Benzinga conference to discuss cannabis investing and how the SVB collapse impacted cannabis, the possibility of Federal reform, and M&A in the space. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Episoder(3305)

Beaconcrest's Divney Is Avoiding Retail, But Likes Coach(Audio)

Beaconcrest's Divney Is Avoiding Retail, But Likes Coach(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Kevin Divney, Chief Investment Officer and Founder of Beaconcrest Capital, for a look at the market reaction to the Fed minutes, and what sectors he is deploying capital to.See omnystudio.com/listener for privacy information.

18 Mai 201611min

Bloomberg's Boesler Confirms Fed Open to June Rate Hike (Audio)

Bloomberg's Boesler Confirms Fed Open to June Rate Hike (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Bloomberg Fed reporter Matthew Boesler breaks down the April FOMC minutes. Joined by Bloomberg stocks editor David Wilson.See omnystudio.com/listener for privacy information.

18 Mai 20166min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, Stock of the Day: Castlight Health (CSLT).See omnystudio.com/listener for privacy information.

18 Mai 201612min

UMB's Kemper, Hagedorn: Reserves Protect Energy Exposure(Audio)

UMB's Kemper, Hagedorn: Reserves Protect Energy Exposure(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mariner Kemper, Chairman and CEO of UMB Financial, and Michael Hagedorn, President & CEO of UMB Bank, on their outlook for the banking industry and M&A activity.See omnystudio.com/listener for privacy information.

18 Mai 201611min

Craig Johson: Consumer Is a Lot Worse Than Experts Think(Audio)

Craig Johson: Consumer Is a Lot Worse Than Experts Think(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Craig Johnson, President of Customer Growth Partners, on the retail sector and today's retail eps: Target, Lowes, and Staples.See omnystudio.com/listener for privacy information.

18 Mai 20168min

Bloomberg's Halperin Sees Unruly Democratic Convention (Audio)

Bloomberg's Halperin Sees Unruly Democratic Convention (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mark Halperin, co-author of “Game Change” and co-host of Bloomberg TV’s “With All Due Respect,” highlights political news: Kentucky and Oregon primary results.See omnystudio.com/listener for privacy information.

18 Mai 20165min

Bloomberg BNA's Penn on DOL Ruling on Overtime Threshold(Audio)

Bloomberg BNA's Penn on DOL Ruling on Overtime Threshold(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Ben Penn, Bloomberg BNA Labor reporter, on the Department of Labor's Ruling to double salary threshold for overtime exemption to $47,476.See omnystudio.com/listener for privacy information.

18 Mai 20164min

Stifel's Piegza Sees June Hike Likely If Data Supports (Audio)

Stifel's Piegza Sees June Hike Likely If Data Supports (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Lindsey Piegza, Chief Economist at Stifel Nicolaus & Co., on the Fed's April minutes, oil, and China.See omnystudio.com/listener for privacy information.

18 Mai 201611min

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