$75 Oil Price Target Looks Rich, More Supply Coming: Kilduff

$75 Oil Price Target Looks Rich, More Supply Coming: Kilduff

Guests:John Kilduff, Founding Partner of Again Capital, on the oil markets, current forecast, and OPEC projections.

Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, on why tax cuts won’t improve growth in 2018, but it could be the year of inflation.

Shira Ovide, Bloomberg Gadfly columnist covering technology, on analysts cutting Apple iPhone X forecasts.

Craig Johnson, President of Customer Growth Partners, on the best holiday retail season since 2005.

See omnystudio.com/listener for privacy information.

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Red Sea, Markets, and Media

Red Sea, Markets, and Media

Brendan Murray, Trade Tsar at Bloomberg news, joins to discuss supply chain concerns amid uncertainty in the Middle East. Will Kennedy, Senior Executive Editor for Energy and Commodities with Bloomber...

27 Dec 202332min

Geopolitics, EM, and Consumers

Geopolitics, EM, and Consumers

Hagar Chemali, CEO and Founder of Greenwich Media Strategies, discusses the year ahead in geoplitics. Julia Leite, Sao Paulo Bureau Chief for Bloomberg News, joins to talk about emerging market perfor...

26 Dec 202330min

Nike, PCE, and Space

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 Ec...

22 Dec 202338min

Paramount, Apple, and Rally

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 ...

21 Dec 202338min

Rate Cuts, FedEx, and Trump

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 profe...

20 Dec 202336min

Markets, Shipping, and Lending

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 Analys...

19 Dec 202336min

Tech, EM, and US Steel

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 wit...

18 Dec 202336min

Introducing: Bloomberg News Now

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/listen...

17 Dec 202351s

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