EM Countries With Weaker Fundamentals See Repricing: BBH's Thin

EM Countries With Weaker Fundamentals See Repricing: BBH's Thin

Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on emerging markets, currencies, and Turkey in freefall. Matt Miskin, market strategist for John Hancock Investments, on why the yield curve will invert if the Fed hikes four times. Logan Mohtashami, Senior Loan Officer for AMC Lending, on why there is no such thing as affordable housing in America. Leigh Curyer, CEO of uranium mining company NexGen Energy, on how Russia may countersanction uranium, and the outlook for nuclear energy.

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Trump Needs China Trade Deal Now Before Optimism Fades (Podcast)

Trump Needs China Trade Deal Now Before Optimism Fades (Podcast)

Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on U.S.-China trade talks, and how China’s weakening economy is impacting the negotiations. Jim Vogel, Interest Rate Strategist fo...

9 Jan 201930min

Trump Can't Use 'Emergency' To Fund Wall: Feldman (Podcast)

Trump Can't Use 'Emergency' To Fund Wall: Feldman (Podcast)

Noah Feldman, Harvard Law professor and a Bloomberg Opinion columnist, discusses his column: "No ‘Emergency’ Will Allow Trump to Build His Wall." Leland Miller, CEO of China Beige Book International, ...

8 Jan 201929min

China's Surging Interest Bill Underscores Debt Strain (Podcast)

China's Surging Interest Bill Underscores Debt Strain (Podcast)

Victor Shih, associate professor of political economy at UC San Diego, on how the interest payments alone on China's debt servicing is 22% of the country's GDP. Chris Nagi, Executive Editor: Equities ...

7 Jan 201929min

Fed Chair Powell Should Love This Jobs Report: McCarthy (Podcast)

Fed Chair Powell Should Love This Jobs Report: McCarthy (Podcast)

Dr. Ward McCarthy, Chief Economist for Jefferies, and Matt Boesler, Bloomberg Fed reporter, discuss the blowout jobs report and the Fed.  Jason Schenker, President of Prestige Economics, Chairman of T...

7 Jan 201930min

Apple's Explanation For Revenue Plunge Doesn't Cut It (Podcast)

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Shira Ovide, Bloomberg Opinion technology columnist, on Apple slashing its revenue forecast on China trade woes and a declining smartphone market. Alan Baum, auto analyst and Principal at Baum and Ass...

3 Jan 201926min

Slowing China Manufacturing May Benefit Global Economy (Podcast)

Slowing China Manufacturing May Benefit Global Economy (Podcast)

Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on why a slowing China isn't necessarily a bad thing for the global economy. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelli...

2 Jan 201927min

Eaton Vance Sees Buying Opportunities in HY, IG Credit

Eaton Vance Sees Buying Opportunities in HY, IG Credit

Henry Peabody, Vice President and portfolio manager for Eaton Vance, on opportunities and risks in the credit markets. Michael Hirson, Director: Asia for Eurasia Group, on China economic data, and out...

31 Dec 201829min

This One Weird Number Explains Everything: DataTrek's Colas

This One Weird Number Explains Everything: DataTrek's Colas

Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on what's behind the volatile trading week and why the market hasn't yield the long-term results that investors expected. D...

28 Dec 201827min

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