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(3388)

Meta to Spend Up to $27 Billion on Nebius AI Infrastructure

Meta to Spend Up to $27 Billion on Nebius AI Infrastructure

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Adobe CEO to Step Down in Face of Investor Concerns Over AI

Adobe CEO to Step Down in Face of Investor Concerns Over AI

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Dick’s Projects Sales Growth at Namesake Stores, Foot Locker

Dick’s Projects Sales Growth at Namesake Stores, Foot Locker

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Alexis Christoforous and Alexandra Semenova-Lindsay D...

12 Mar 14min

Nvidia Invests $2 Billion in Nebius for New Data Center Deal

Nvidia Invests $2 Billion in Nebius for New Data Center Deal

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu, Tom Keene, and Matt Miller-Mandeep Singh,...

11 Mar 27min

Ackman’s Pershing Square Seeks Up to $10 Billion in NYSE IPO

Ackman’s Pershing Square Seeks Up to $10 Billion in NYSE IPO

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu and John Tucker-Bailey Lipschultz, Bloombe...

10 Mar 17min

 Live Nation Reaches DOJ Settlement in Antitrust Case

Live Nation Reaches DOJ Settlement in Antitrust Case

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous-Jennifer Rie, Blo...

9 Mar 22min

BlackRock’s $26 Billion Private Credit Fund Limits Withdrawls

BlackRock’s $26 Billion Private Credit Fund Limits Withdrawls

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-Brian Chappatta, Blo...

6 Mar 20min

Morgan Stanley Cuts Jobs Across All of Its Business Lines

Morgan Stanley Cuts Jobs Across All of Its Business Lines

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-Herman Chan, Senior Ana...

5 Mar 24min

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