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(3352)

Trump Tariffs Spark Quick Retaliation

Trump Tariffs Spark Quick Retaliation

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel *Broadcasting live from Bloomberg Invest*Today's Podcast Features:...

4 Mar 202543min

US Factory Activity Nears Stagnation, Trump Tariffs

US Factory Activity Nears Stagnation, Trump Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today's Podcast Features:Timothy Fiore, Chair for the Institute fo...

3 Mar 202520min

BI Weekend: Nvidia Earnings, Apple US Investment

BI Weekend: Nvidia Earnings, Apple US Investment

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Gene Munster, Managing Partner at Deepwater Asset Management, recaps Nvidia earnings. Daniel McGahn, AMSC CEO, di...

28 Feb 202538min

US PCE Data, Zelenskiy Meeting

US PCE Data, Zelenskiy Meeting

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses the latest US economic data and the marke...

28 Feb 202520min

Trump Says Canada, Mexico, Tariffs to Take Effect, Adds New China Duty

Trump Says Canada, Mexico, Tariffs to Take Effect, Adds New China Duty

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brendan Murray, Bloomberg Global Trade Editor, discusses President Donald Trump’s tariffs. Gene Munster, Managing Partner at D...

27 Feb 202521min

House Passes Budget Paving Way for Tax Cuts

House Passes Budget Paving Way for Tax Cuts

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Erik Wasson, Bloomberg Congressional Reporter, discusses House Republicans passing a budget blueprint calling for deep cuts in...

26 Feb 202520min

US Consumer Confidence Drops by Most Since 2021

US Consumer Confidence Drops by Most Since 2021

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Carol Schleif, Chief Investm...

25 Feb 202520min

Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs

Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Apple saying it will hire 20,000 new workers and pr...

24 Feb 202525min

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