Bloomberg Intelligence

Steve Matthews, US Economy Reporter for Bloomberg News, joins to talk about inflation data, including today’s UMich survey, earnings season’s market impact, the Fed, and James Bullard leaving the St. Louis Fed. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down bank earnings. Janet Lorin, higher ed finance reporter with Bloomberg News, joins to talk about President Biden’s today to forgive more student loans. Aoifinn Devitt, CIO at Moneta, joins the program to break down inflation data from this week and discusses markets and investing. Dr. Luisa Moreno, President of Defense Metals Corp., discusses the significance of China banning rate earth exports and how it affects the US and production around the globe. Tiger Tyagarajan, CEO of Genpact (NYSE: G), discusses his company and AI’s emergence in the market and company strategy. He can also speak to the business environment in a key emerging market: India. Hosted by Jess Menton and Simone Foxman.See omnystudio.com/listener for privacy information.

14 Jul 202350min

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to discuss CPI, PPI, and the outlook for a recession in the US. Steve Geiszler, US Chief Intellectual Property Counsel and Hauwei, and Andy Purdy, Huawei USA Chief Security Officer, join for a roundtable on Hauwei’s 2023 Innovation and IP Forum, sharing progress in ICT industries and ICT developments. Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Laura Modi, CEO and co-founder at Bobbie, discusses the outlook for her business, recent growth, and provides and update on the baby formula industry. Michael Nathanson, founding partner and Senior Research Analyst at Moffettnathanson, joins to discuss Bob Iger’s extension at Disney and the Hollywood strike. Ken Shea, Senior Analyst: Beverages, Tobacco, and Cannabis with Bloomberg Intelligence, joins to break down PepsiCo earnings. Kevin Crowley, Senior US Oil Reporter with Bloomberg News, joins to discuss Exxon acquiring Denbury. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

13 Jul 20231h

Anna Wong, Chief US Economist with Bloomberg Economics, joins to break down the June CPI reading and outlook for the Fed’s next move. Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins to give us an outlook for equities in the UK and Europe and breaks down UK stagnation and uncertainty. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins to discuss bond market moves amid inflation data and the recent jobs report. Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to break down the Fed’s next move after the June CPI reading. Greg Friedman, CEO of Peachtree Group, discusses commercial real estate. John Authers, Senior Editor with Bloomberg Opinion, joins to talk about the June CPI and outlook for the Fed and the economy. Selma Hepp, Chief Economist at CoreLogic, joins to discuss the latest CoreLogic Home Price Index and MBA Mortgage applications. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

12 Jul 20231h 1min

Jen Rie, Senior Litigation Analyst with Bloomberg Intelligence, joins to discuss Microsoft winning a court nod to buy Activision in a loss for the FTC. David Schassler, Portfolio Manager and Head of Quantitative Investment Solutions at VanEck, discusses inflation and his Inflation Allocation ETF (RAAX). He can also discuss broad markets, real assets, asset allocation, rates, and yields. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss proposed capital requirements from Fed Vice Chair Michael Barr and previews bank earnings. John Butler, Senior TMT analyst with Bloomberg Intelligence, joins to discuss telecom and media. Jane Foley, Managing Director and Head of FX Strategy at Rabobank, joins to discuss dollar strength and the impact of inflation. Bloomberg host Kailey Leinz joins us from Washington to give us the latest on the LIV Golf Senate hearing and what lawmakers are saying. Martha Heller, CEO and founder of Heller Search Associates, discusses open tech roles and outlook for tech hiring amid a softening jobs report and economic uncertainty ahead. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

11 Jul 202356min

Eddie Van Der Walt, Deputy Managing Editor of the Markets Live team with Bloomberg News, and Chris Condon, US Treasury Reporter with Bloomberg News, also joins to discuss Janet Yellen’s four-day visit to Beijing and political and economic implications of her trip. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins to discuss her story on the Fed’s “QT Ghosts” and the risks of quantitative tightening. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to talk about Threads reaching 100 million users in just five days and what it all means for Twitter. Gina Martin Adams, Chief Equity Analyst with Bloomberg Intelligence, joins to preview earnings season and outlook for inflation data. Hans Dau, CEO at Mitchell Madison Group, joins the show to break down deflationary trends in China and his comparison between 1980s Japan and today’s China economy, and why he’s compared the two in the past. He further talks about China’s outlook and the future of US-China economies relations. Andrew Chanin, CEO of ProcureAM, joins the show to talk about ETF investing and the “Procure Disaster Recovery Strategy ETF." Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

10 Jul 202340min

After the Supreme Court threw out President Biden's plan to cut student loan debt, more than 40 million people are preparing to resume payments on their debt. And it's not just former students who could feel the pain. The broader economy could also take a hit. Bloomberg's Denise Pellegrini has details in this special report. See omnystudio.com/listener for privacy information.

9 Jul 20236min

Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Ben Emons, head of Fixed Income at NewEdge Wealth, joins to discuss jobs day, markets, and the economy. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins us to discuss Thread and ChatGPT. He also discusses Day 1 of Threads. Julia Pollak, Chief Economist with ZipRecruiter, discusses the latest jobs numbers. Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs numbers, the bond market, and what the latest economic data tells us about inflation outlook for the US. Kelly Gilblom, editor with Bloomberg News, join from LA to discuss the Big Take story on Mattel’s risky bet on Barbie. Hosted by Madison Mills and John Tucker.See omnystudio.com/listener for privacy information.

7 Jul 202340min

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to break down Fed Minutes, gives her outlook for rates, and talks her latest note on commercial real estate. Michael Green, portfolio manager and chief strategist at Simplify Asset Management, joins the program to discuss sectors he likes and investing strategies. Mona Mohajan, Senior Investment Strategist with Edward Jones, gives her market outlook and discusses the possibility of a US recession in 2023. Bloomberg Intelligence senior analyst Mandeep Singh and Bloomberg Technology host Ed Ludlow join in a roundtable to break down Rivian and Meta. Ryan Fox, Corrugated Market Analyst with Bloomberg Intelligence, joins to discuss his recent note on “The Cardboard Box” recession. Claudia Sahm, founder of Sahm Consulting and former Senior Economist at White House Council of Economic Advisors, joins to talk about her column on student loan forgiveness. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the markets and investing. Janet Lorin, Higher Ed Finance reporter with Bloomberg News, joins us in studio to discuss her piece on Harvard being targeted by a Massachusetts bill on legacy admissions. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

6 Jul 20231h 8min