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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Vogel Expects Fed Plan for Treasury Holdings by Year's End

Vogel Expects Fed Plan for Treasury Holdings by Year's End

Jim Vogel, an interest rate strategist at FTN Financial, says he expects a plan from the Federal Reserve for its $400 billion of Treasury holdings by the end of 2017. Bloomberg Intelligence's Paul Swe...

8 Feb 201726min

Again Capital's Kilduff Expects Oil Prices to Fall to $42

Again Capital's Kilduff Expects Oil Prices to Fall to $42

John Kilduff, a founding partner of Again Capital, says oil prices could fall to as low as $42. Tony Dwyer, Canaccord Genuity's chief market strategist, discusses markets and investing and why he's ca...

7 Feb 201726min

Fox Has Best Exposure to Global Growth of Pay TV, Sweeney Says

Fox Has Best Exposure to Global Growth of Pay TV, Sweeney Says

Paul Sweeney, director of North American research and a media analyst for Bloomberg Intelligence, discusses media earnings and says 21st Century Fox has the best exposure to the global growth of pay T...

6 Feb 201728min

Trump Agenda Would Radically Alter U.S. Economy, Millstein Says

Trump Agenda Would Radically Alter U.S. Economy, Millstein Says

Jim Millstein, CEO of Millstein & Co, says Donald Trump's agenda would be a radical refashioning of America's place in the world's economy. Ross Levinsohn, the executive chairman of Mundo Media and fo...

3 Feb 201727min

We Are Being Choked by Regulatory Environment, Stefanski Says

We Are Being Choked by Regulatory Environment, Stefanski Says

Marc Stefanski, CEO of Third Federal Savings & Loan, says small and mid-size banks are being choked by the regulatory environment. Bloomberg's Marty Schenker discusses whether Donald Trump will damage...

2 Feb 201728min

Infrastructure is Useful But Doesn't Change Economy, Dwane Says

Infrastructure is Useful But Doesn't Change Economy, Dwane Says

Neil Dwane, a global strategist for Allianz Global Investors, discusses investment strategies for Donald Trump's policies and says infrastructure doesn't change the growth rate of the underlying econo...

1 Feb 201725min

Cushing's Toudouze Discusses Energy 'Renaissance'

Cushing's Toudouze Discusses Energy 'Renaissance'

Libby Toudouze, a partner and money manager at Cushing Asset Management, says Williams Partners is in the sweet spot of the energy "renaissance." Michael Scanlon, a money manager at Manulife Asset Man...

31 Jan 201727min

Bannon's Addition to NSC Raises Questions, Bloomfield Says

Bannon's Addition to NSC Raises Questions, Bloomfield Says

Former Assistant Secretary of State Lincoln Bloomfield, chairman emeritus of the Stimson Center, says Donald Trump's decision to elevate chief strategist Steve Bannon to the National Security Council ...

30 Jan 201727min

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