Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, discusses why gold is plunging so much. Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on Home Depot earnings, and a preview of Walmart and Target. Christopher Balding, Bloomberg Opinion columnist, on China's economy, the trade war and what China really wants.

See omnystudio.com/listener for privacy information.

Avsnitt(3340)

Credit Suisse, Regional Banks, and Iraq Veterans

Credit Suisse, Regional Banks, and Iraq Veterans

Alison Williams, Senior Global Banks & Asset Managers Analyst, and Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, join to discuss banking turmoil in Eu...

20 Mars 202357min

Banks, Markets, Connecticut, and FedEx

Banks, Markets, Connecticut, and FedEx

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for (new) weekly Friday wall street roundup. She discusses the week in banking turmoil, incl...

17 Mars 202347min

Credit Suisse, Financial Instability, the ECB, and Rate Hikes

Credit Suisse, Financial Instability, the ECB, and Rate Hikes

Jay Hatfield, CEO at Infrastructure Capital Management, joins the show to talk about the turmoil equities are pricing in amid banking instability in the US and Europe. Dr. Vania Stavrakena, professor ...

16 Mars 202345min

Credit Suisse, Inflation, and the latest on SVB

Credit Suisse, Inflation, and the latest on SVB

Allison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins us to give us the latest on Credit Suisse and how a collapse could impact US and global markets/bank...

15 Mars 202351min

Silicon Valley Bank, Treasuries, and CPI

Silicon Valley Bank, Treasuries, and CPI

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and SVB, Treasuries, and CPI. Dan Ives, Senior Equity Analyst at WedBush Securities, joins the program to di...

14 Mars 202349min

Silicon Valley Bank and a Possible Fed Pivot

Silicon Valley Bank and a Possible Fed Pivot

Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, a potential bank run, and what it all means for regional banks and the bro...

13 Mars 202353min

Barney Frank on SVB and Signature Bank Collapses (Audio)

Barney Frank on SVB and Signature Bank Collapses (Audio)

Barney Frank, former Chair of the House Financial Services Committee, joins Bloomberg Radio to discuss recent bank collapses in the US and outlook for further regulation. Hosted by Kriti Gupta, Paul S...

13 Mars 202316min

Silicon Valley Bank, Jobs Day, and Markets

Silicon Valley Bank, Jobs Day, and Markets

Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, a potential bank run, and what it all means for regional banks and the bro...

10 Mars 202342min

Populärt inom Business & ekonomi

badfluence
framgangspodden
rss-jossan-nina
varvet
uppgang-och-fall
rss-borsens-finest
rss-svart-marknad
avanzapodden
fill-or-kill
bathina-en-podcast
dynastin
rss-inga-dumma-fragor-om-pengar
svd-tech-brief
lastbilspodden
borsmorgon
rss-kort-lang-analyspodden-fran-di
rss-dagen-med-di
rss-den-nya-ekonomin
24fragor
market-makers