Banks, Housing, Markets, and UK CPI

Banks, Housing, Markets, and UK CPI

Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins to talk about Goldman Sachs earnings and wraps big bank earnings. Erica Adelberg, MBS strategist with Bloomberg Intelligence, joins to talk about mortgage rates, housing starts, and accumulating corporate office debt. Michael Sonnenfeldt, founder and chairman at TIGER 21, joins the program to preview Berkshire, discuss investing for the ultra-wealthy and gives his market and economic outlook. Rob Brown, CEO at Lincoln international, joins us to give an overview of M&A activity in 2023 and offers his outlook for the second half. Pooja Kumra, European Rates Strategist with TD, joins to talk about UK CPI coming in lower than anticipated and core Euro-area inflation rising, and what it all means for European central banks. Ed Perks, CIO of Franklin Income Investors, joins the program to talk about markets and investing strategies.

Hosted by Paul Sweeney and Madison Mills.

See omnystudio.com/listener for privacy information.

Episoder(3346)

Introducing: Bloomberg This Weekend

Introducing: Bloomberg This Weekend

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OpenAI Finalizes $110 Billion Funding at $730 Billion Value

OpenAI Finalizes $110 Billion Funding at $730 Billion Value

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, Isabelle Lee, and John Tucker-Caroline ...

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Chipmakers Sink as Nvidia Fails to Dispel AI Worry

Chipmakers Sink as Nvidia Fails to Dispel AI Worry

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 Isabelle Lee-Kunjan Sobhani, Bloombe...

26 Feb 25min

Instant Reaction: Nvidia’s Upbeat Sales Forecast Shows AI Boom Remains Strong

Instant Reaction: Nvidia’s Upbeat Sales Forecast Shows AI Boom Remains Strong

Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion. The company's o...

25 Feb 24min

Warner Bros. Says Paramount’s New $31 Offer May Top Netflix

Warner Bros. Says Paramount’s New $31 Offer May Top Netflix

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 Kristine Aquino-Geetha Ranganathan, ...

25 Feb 22min

Meta to Spend Tens of Billions of Dollars on AMD Gear, Buy Stock

Meta to Spend Tens of Billions of Dollars on AMD Gear, Buy Stock

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-Ed Ludlow, BTech Co-Ancho...

24 Feb 19min

Novo Next-Generation Obesity Shot Falls Short of Lilly Rival

Novo Next-Generation Obesity Shot Falls Short of Lilly Rival

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-Sam Fazeli, Bloomberg Int...

23 Feb 24min

Introducing: The Sixth Bureau

Introducing: The Sixth Bureau

It’s an open secret that the Chinese government has engaged in a global campaign to acquire intellectual property from foreign rivals. At the center of that campaign is the Ministry of State Security,...

22 Feb 1min

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