$11 Billion EM Investor Is Sticking With Brazil Despite Strike

$11 Billion EM Investor Is Sticking With Brazil Despite Strike

Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity markets. Fernando Napolitano, President and CEO of the Italian Business & Investment Initiative, discusses Italy’s governmental politics and the impact it’s having on the country's business community. Betsey Stevenson, Former Chief Economist at the US Department of Labor and Associate Professor of Public Policy at the University of Michigan, on why childhood education & high quality childcare should be a priority over free college. Lananh Nguyen, FX reporter for Bloomberg, on persisting misbehavior in the $5.1 trillion-a-day FX market.

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Avsnitt(3344)

Markets Tanking On Leadership Deficit In Washington: Schenker

Markets Tanking On Leadership Deficit In Washington: Schenker

Marty Schenker, Chief Content Officer for Bloomberg, on how markets are reacting to the Trump Administration's coronavirus response. Bill Smead, CEO and CIO of Smead Capital Management, on why investo...

11 Mars 202027min

Saudi Pricing Power To Trigger Shale Patch Carnage

Saudi Pricing Power To Trigger Shale Patch Carnage

John Kilduff, Founding Partner of Again Capital, on the collapse in oil price. Susan DeVore, CEO of Premier, Inc. (Nasdaq: PINC), discusses health care and medical supply issues surrounding the corona...

10 Mars 202026min

Stocks Plunge Amid Oil Shock

Stocks Plunge Amid Oil Shock

Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist and Kristina Hooper, Invesco Chief Global Market ...

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PGIM Is Selectively Buying Dip In Credit: Collins (Podcast)

PGIM Is Selectively Buying Dip In Credit: Collins (Podcast)

Mike Collins, Managing Director and Senior Portfolio Manager at PGIM Fixed Income, and Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Intelligence, discuss jobs, the economy, and bond markets...

6 Mars 202038min

OPEC Can't Fix Oil Demand Destruction: KPMG's Mayor

OPEC Can't Fix Oil Demand Destruction: KPMG's Mayor

Regina Mayor, Global Energy Head at KPMG, on the OPEC meeting and oil markets. Nick Colas, co-Founder of DataTrek Research, on markets and whether investors should be buying the dips. Barry Ritholtz, ...

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Don't Refinance Your House Just Yet, Rates Going Lower

Don't Refinance Your House Just Yet, Rates Going Lower

Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, and Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on the Fed, economy and emerging markets. Shell...

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Fed Did Exactly What They Needed To Do: JPM's Michele

Fed Did Exactly What They Needed To Do: JPM's Michele

Jim Michele, Chief Investment Officer at JP Morgan Asset Management, on why the Fed made the appropriate move. Dan Skelly, Head of Market Research and Strategy, Wealth Management at Morgan Stanley, re...

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China Beige Book: Could See China Growth Under 2%

China Beige Book: Could See China Growth Under 2%

Leland Miller, CEO of China Beige Book International, on their new quarterly report and China's manufacturing drop. Brooke Sutherland, Bloomberg Opinion industrials columnist, discusses Boeing's new g...

2 Mars 202025min

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