Nike, PCE, and Space
Poonam Goyal, Senior Analyst for e-commerce, athleisure, and off-price retail, discusses Nike earnings and retail outlook just before the holiday weekend. Lael Brainard, Director of the US National Economic Council, joins Kailey Leinz and Guy Johnson for a discussion on the economy and today’s inflation data. Stuart Paul, US Economist with Bloomberg Economics, joins to break down today’s inflation data and gives her outlook for the Fed and rate cuts. Peter Platzer, CEO and founder at Spire Global (NYSE: SPIR), joins to discuss his company and “space-as-a-service." Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.
22 Des 202338min
Paramount, Apple, and Rally
Robert Fishman, Senior Equity Analyst at MoffettNathanson, discusses Paramount Global-Warner Bros merger discussions. Ann Miletti, Allspring Global Investments Head of Active Equity, joins to discuss markets, sectors she likes, and outlook for investing. Mark Gurman, Chief Correspondent for Tech and Apple for Bloomberg News, joins to discuss the company stopping sales of certain Apple Watch models on its website. Seema Shah, Principal Asset Management Chief Global Strategist, joins to give her view on markets and the economy. Hosted by Paul Sweeney and Emily Graffeo.See omnystudio.com/listener for privacy information.
21 Des 202338min
Rate Cuts, FedEx, and Trump
Frances Donald, Chief Economist at Manulife Investment Management, joins to discuss markets, the Fed, and outlook for a soft or hard landing in 2024. Caroline Fredrickson, distinguished visiting professor at Georgetown Law, joins to discuss Donald Trump getting disqualified on the Colorado ballot for 2024, how it will fare in the US Supreme Court, and how Trump’s legal issues will play into 2024. Lee Klaskow, Senior Analyst: Logistics at Bloomberg Intelligence, joins to discuss FedEx’s earnings miss. Matt Palazola, Senior Analyst: P&C Insurance with Bloomberg Intelligence, joins to discuss Aon’s acquisition of NFP. Hosted by Paul Sweeney and Emily Graffeo.See omnystudio.com/listener for privacy information.
20 Des 202336min
Markets, Shipping, and Lending
Robert Teeter, Managing Director and Head of Investment Policy at Silvercrest Asset Management joins to discuss markets and gives his 2024 outlook for the economy. Lee Klaskow, Senior Logistics Analyst with Bloomberg Intelligence, joins to preview FedEx earnings, discuss geopolitical tensions affecting shipping lines, and talk about his new podcast. Jeffrey Hirsch, editor of the Stock Trader’s Almanac, joins to discuss his correct market call this year, a potential Santa Claus rally, seasonality, and small caps. Roberta Goss, Senior Managing Director and Head of the Bank Loan and CLO Platform at Pretium, joins to discuss lending and outlook for financing in the US. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
19 Des 202336min
Tech, EM, and US Steel
Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss China scaling back iPhone use, the latest Tesla headlines, and gives his 2024 outlook for tech. Brooke Sutherland, columnist with Bloomberg Opinion, joins to discuss Nippon Steel acquiring US Steel, and outlook for M&A as well as industrials in 2024. Penny Foley, Managing Director of Emerging Markets at TCW, joins to discuss the outlook for emerging markets. Wendi Whitmore, SVP and Head of Palo Alto Network’s cybersecurity team, joins to discuss cyber risks and costs for businesses. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
18 Des 202336min
Introducing: Bloomberg News Now
Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.See omnystudio.com/listener for privacy information.
17 Des 202351s
Bloomberg Hot Pursuit!: Porsche 911 S/T and Tesla Recall
On this episode, Hannah and Matt talk about test-driving the new Porsche 911 S/T. Plus, they discuss the fallout from Tesla's autopilot recall. Also, listen for news on the Chinese auto empire that's hitting a roadblock when it comes to international expansion. Follow Hannah and Matt on Instagram: @HannahElliottxo @mattmiller1973 Find more on Bloomberg.com, Bloomberg Radio and YouTube.See omnystudio.com/listener for privacy information.
16 Des 202336min
Citi, Alphabet, and Munis
Sally Bakewell, US Finance Team Lead with Bloomberg News, discusses Citigroup shutting down its once high-flying muni unit. Maria Pope, CEO at Portland General Electric (NYSE: POR), joins to discuss her industry and outlook for her company in 2024. Alex Petrone, Director of Fixed Income at Rockefeller Asset Management, joins to discuss muni bonds, muni market liquidity, investor demand, and credit risks. Jennifer Rie, Senior Litigation Analyst: Antitrust with Bloomberg Intelligence, joins to discuss the Alphabet antitrust loss from earlier this week, what it means for Apple, and other cases to watch. Hosted by John Tucker and Bailey Lipschultz.See omnystudio.com/listener for privacy information.
15 Des 202336min
