Rates, Trump, Banks, CPI, and Consumers

Rates, Trump, Banks, CPI, and Consumers

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, rates, and Treasuries. Wendy Schiller, Brown University professor of, joins to preview the indictment of former President Trump and its political implications. Bloomberg TV anchor Kailey Leinz also joins us from Miami. Chris Whalen, founder at Whalen Global Advisors, discusses CPI and a potential pause from the Fed, its impact on the banking industry, and shares his thoughts on AI and Nvidia. Lydia Boussour, EY Parthenon Chief Economist, joins us in studio for a discussion on CPI and outlook for the US economy and inflation in the US. Tim Pagliara, CIO at CapWealth, joins to give his stock picks and discusses his outlook for markets. Jennifer Lee, Managing Director and Senior Economist at BMO Capital Markets, joins the program to discuss inflation in the US and globally as well as her notes on central bank activity around the globe. Scott Baxter, CEO at Kontoor Brands (NYSE: KBT), joins to discuss his company and outlook for performance and consumer trends. Sean Kerins, CEO at Arrow Electronics (NYSE: ARW), joins to discuss his company and tech outlook. Hosted by Paul Sweeney and Jess Menton.

See omnystudio.com/listener for privacy information.

Episoder(3347)

AMD Suffers Worst Rout Since 2018 on Disappointing Forecast

AMD Suffers Worst Rout Since 2018 on Disappointing Forecast

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, Scarlet Fu, and John Tucker- Kunjan Sob...

4 Feb 22min

Disney Taps Parks Chief Josh D’Amaro to Succeed Iger as CEO

Disney Taps Parks Chief Josh D’Amaro to Succeed Iger as CEO

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- Geetha Ranganathan, Bloo...

3 Feb 25min

Oracle to Raise Up to $50 Billion in Debt and Equity This Year

Oracle to Raise Up to $50 Billion in Debt and Equity This Year

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- Mandeep Singh, Global Te...

2 Feb 25min

BI Weekend: GM, Starbucks, UPS Earnings

BI Weekend: GM, Starbucks, UPS Earnings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu Market news and in-depth company research.On this podcast:- Steve Man, Bloomberg Intelligence Global Aut...

31 Jan 39min

 Apple’s Upbeat Forecast Clouded by Cost Fears

Apple’s Upbeat Forecast Clouded by Cost Fears

Market news and in-depth company research. Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet FuOn this podcast: -Dan Ives, Global Head of Technology Research...

30 Jan 21min

Instant Reaction: Apple Delivers Upbeat Forecast

Instant Reaction: Apple Delivers Upbeat Forecast

Apple delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins.Revenue ...

29 Jan 18min

Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth

Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth

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-Anurag Rana, Bloomberg In...

29 Jan 20min

Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec break down earnings from Tesla, Microsoft and Meta as heard live on Bloomberg Radio and on YouTube.Microsoft's spending surged to a rec...

28 Jan 33min

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