APERS Borromeo Sees Fed on Hold, 'Data Is Not There' (Audio)

APERS Borromeo Sees Fed on Hold, 'Data Is Not There' (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Carlos Borromeo, Chief Investment Officer of APERS (Arkansas Public Employees Retirement System), on the markets and his bullish call on bonds.

See omnystudio.com/listener for privacy information.

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Market Will Live And Die On China Trade Deal: Colas

Market Will Live And Die On China Trade Deal: Colas

Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, and Jenny Leonard, Bloomberg trade reporter, on Trump digging his heels in on the trade war and impact to markets.  Th...

9 Aug 201927min

More Fed Rate Cuts Will Help EM Assets: Eric Stein

More Fed Rate Cuts Will Help EM Assets: Eric Stein

Eric Stein, Portfolio Manager and Co-Director of Global Fixed Income at Eaton Vance, on global growth fears, negative yields, and EM debt. Logan Mohtashami, Senior Loan Officer at AMC Lending Group, o...

8 Aug 201929min

Disney Poised To Explode At End Of Year: Porter Bibb

Disney Poised To Explode At End Of Year: Porter Bibb

Porter Bibb, Managing Partner for MediaTech Capital Partners, on Disney's strategy taking hold, despite weak results this quarter. Jim Bianco, President and Founder of Bianco Research, on Fed and mark...

7 Aug 201925min

Discovery's Multi-Platform Distribution Is Paying Off

Discovery's Multi-Platform Distribution Is Paying Off

Gunnar Wiedenfels, CFO of Discovery Communications, on earnings and their wide distribution strategy. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on where t...

6 Aug 201924min

China Saber-Rattling Likely, As Trade Tensions Escalate

China Saber-Rattling Likely, As Trade Tensions Escalate

Matt Gertken, Geopolitical Strategist at BCA Research, discusses the conflict between the US and China. Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses why the yuan...

5 Aug 201930min

China's Next Move In Trade War? Target U.S. Companies (Podcast)

China's Next Move In Trade War? Target U.S. Companies (Podcast)

Andy Browne, Editorial Director: Bloomberg New Economy, on Trump's new round of China tariffs, and what to expect in terms of retaliation. John Kilduff, Founding Partner of Again Capital, on oil marke...

5 Aug 201925min

Fed 'Takes Back' Last Year's Hike: Invesco's Hooper

Fed 'Takes Back' Last Year's Hike: Invesco's Hooper

Kristina Hooper, Chief Global Market Strategist at Invesco, on the Fed "taking back" last year's fourth rate hike. Harley Finkelstein, COO of Shopify, on the company's strong earnings, and why direct-...

1 Aug 201928min

The Compelling Case For Front-Loading A 50bp Rate Cut

The Compelling Case For Front-Loading A 50bp Rate Cut

Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the case for a 50 bps Fed cut. Laura Martin, Senior Entertainment analyst at Needham & Co. on App...

31 Juli 201929min

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