Bloomberg Intelligence29 Jun 2023

Bank Stress, Student Loans, Markets, and Carnival (Podcast)

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins the program to discuss the Fed Bank Stress Tests. Jackie Bowie, Managing Partner and Head of EMEA for Chatham Financial, joins the program to discuss inflation in the UK and across Europe. Chris Whalen, at Whalen Global Advisors, joins to discuss Jay Powell’s comments from this week and the Banks’ Fed Stress Test and outlook for the big banks and regionals. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Jonathan Levin, Opinion Columnist with Bloomberg News, discusses his article on Carnival cruises and what he thinks it portends about 2Q earnings. Bloomberg Intelligence Senior Gaming and Lodging Analyst Brian Egger also joins, discussing Carnival and outlook for the industry. Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Stacey Stevenson, CEO at Family Equality, discusses diversity hiring efforts and how they’ve been prioritized as businesses tighten spending and face challenging legislation from lawmakers. Hosted by Paul Sweeney and Jess Menton.

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