Bloomberg Intelligence

Poonam Goyal, analyst for e-commerce, athleisure, and off-price retail for Bloomberg Intelligence, and Deb Aitken, Senior Analyst of Luxury Good and Beauty/Home Care with Bloomberg Intelligence, joins the show to talk Adidas and Kering earnings and their stocks. Jay Hatfield, CEO at Infrastructure Capital Management, joins the show to talk about sectors and stocks he sees performing well with inflation still running hot and the Fed readying to hike rates yet again. Mandeep Singh, Senior Tech analyst with Bloomberg Intelligence, joins the show to discuss Snap and Twitter stocks. Dryden Pence, CIO for Pence Wealth Management, joins the show to talk about some stocks he likes as economic headwinds continue to rock markets. Bloomberg News reporter Ed Ludlow talks about the Apple leadership shake up. Dr. Kang Sun, CEO at Amprius Technologies (NYSE: AMPX), joins the show to talk about his company, battery development, and rising costs in the energy sector. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Marcus Ashworth, Bloomberg Opinion columnist, joins the show to discuss Liz Truss’ resignation. Ed Price, principal at Ergo, a global intelligence and analysis consultancy, non-resident senior fellow at NYU and former British trade official, joins the show to discuss Truss’ resignation. John Authers, Opinion columnist with Bloomberg News, talks about Liz Truss’ resignation and global markets. Stephen Carroll, discusses Liz Truss’ resignation, its impact on the UK, and how it impacts England and Northern Ireland relations. Tim Craighead with Bloomberg Intelligence on how this is all affecting UK equities. John Micklethwait, Bloomberg News editor-in-chief, on Truss’ resignation. Mick Mulroy, co-founder of the Lobo Institute, discusses the Ukraine war and geopolitical implications of Liz Truss’ resignation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Deborah Aitken, Senior Analyst of Luxury Goods and Beauty/Home Care with Bloomberg Intelligence, and Anurag Rana, Senior Services and IT Analyst with Bloomberg Intelligence, give the latest analysis on some of the stocks they’re watching today. Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, and Vince Cignarella, Global Macro Strategist with Bloomberg Intelligence, join us for an equity round table to discuss the market rally this week and outlook for volatility. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins the show in-studio to discuss sectors and stocks on the move and sectors that could outperform the market amid various economic headwinds. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, and Carl Riccadonna, Chief US Economist at BNP Paribas, both join the show in studio to discuss the Fed and give their macro outlooks. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Bloomberg News anchor Kathleen Hays sits down with St. Louis Federal Reserve director of research Carlos Garriga and Homer Jones winner Eswar Prasad in St. Louis. Hosted by Kathleen Hays.See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, joins us from our London offices to discuss the Treasury yield curve flattening and the Fed. Abhay Deshpande, founder and CIO at Centerstone Investors, joins the show to discuss the equity market and some stocks and sectors he likes in the face of economic headwinds. Mark Douglas, CEO at MNTN, joins the show to preview Netflix earnings and outlook for streaming services. Matt Miller and Guy Johnson interview the CEO of Rolls Royce. Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, joins the show to preview big tech earnings next week and discusses his latest tech research. Scott Levine, analyst with Bloomberg Intelligence, and Emily Wilkins, Congressional reporter with Bloomberg Government, joins the show to talk about the Biden admin tapping the oil reserves, what it means for gas prices and oil companies, and the political implications of the move. Steve Lee, Marketing Manager for the Ford 2023 F-Series Super joins to talk about Ford’s latest vehicle, sustainable options for expanding its fleet, and outlook for Ford stock and the company. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks and Asset Managers Analyst, discusses Bank of America earnings and Goldman Sachs’ organizational shakeup. Sameer Samana, Senior Global Market Strategist at Wells Fargo, joins the show to discuss sectors he’s looking at and outlook for equities. Hans Dau, CEO of Mitchell Madison Group, joins the show to discuss Xi Jinping being elected to a third term in China, Chinese stocks rising in the US premarket, and tensions with the US. Tim Craighead, European Equity Strategist with Bloomberg Intelligence, joins the show to talk about the FTSE buyback surge. Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, discusses Roblox stock moves today. Geetha Ranganathan, Bloomberg Intelligence Analyst of US Media, joins the show to discuss Netflix and Fox Corp and why they’re both moving in the premarket, as well as the latest developments on streaming. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, joins the show to talk about the latest bank earnings. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research with Bloomberg Intelligence, discusses his latest research on COVID booster plans and whether they are flawed. He also talks about Pfizer stock after yesterday's premarket move. Jennifer Bartashus, Senior Equity Research Analyst, Consumer Staples and Retail, joins the show to discuss the potential merger between Kroger and Albertsons. She also discusses Beyond Meat’s premarket move. Mari Shor, Senior Equity Analyst at Columbia Threadneedle investments, talks about retail sales, gives her outlook for equity markets and sectors she thinks will perform well in the face of economic headwinds, and previews holiday spending. Hosted by Paul Sweeney and Nathan Hager.See omnystudio.com/listener for privacy information.

Vince Cignarella, Bloomberg News macro strategist, and Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, join the show to discuss the latest CPI and PPI data. Mona Mahajan, Senior Investment Strategist with Edward Jones, discusses her sector picks and outlook for the equity market in 2022. Anna Wong, Chief US Economist with Bloomberg Economics and Bloomberg News Markets correspondent Kriti Gupta join the show to break down the latest inflation reading. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss Walgreens earnings and outlook for the company. Jeffrey Cleveland, director and Chief Economist with Payden & Rygel, joins the show to discuss the latest inflation data, previews bank earnings, and discusses what to expect from the economy in Q4. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, joins the show to talk about the huge job cuts coming to Intel and Uber and Lyft shares sliding yesterday following Labor Department worker reclassification proposals. Vince Cignarella, Global Macro Strategist with Bloomberg News, and Anna Wong, Chief US Economist with Bloomberg Economics, join the show to discuss outlook for stocks, rising credit card balances, and Bloomberg Economic’s preview of Fed Minutes, in which they warn of a wage-price spiral. Gary Shilling, President at A. Gary Shilling & Co. Inc., talks about the Fed and the global economy. Matt Winkler, Bloomberg editor-in-chief emeritus, joins the show to discuss his recent column on Israel’s politics and economy. George Ferguson, Senior Aerospace/Defense and Airlines analyst with Bloomberg Intelligence, joins the show to talk about his recent research on Frontier Airlines, the airline industry, and outlook for upcoming earnings. Ken Shea, Senior Analyst: Beverages, Tobacco/Cannabis with Bloomberg Intelligence, joins the show to talk about Pepsi earnings, Monster Beverages sliding in the premarket, and outlook for food and beverage prices amid economic headwinds. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Treasury yields and auctions. Cole Smead, President & Portfolio Manager at Smead Capital Management, gives his stock picks and discusses his outlook for equities.  Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, joins the show from Las Vegas where he’s at the Web3-crypto conference to discuss the outlook for crypto and risk assets, as well as commodities with the war in Ukraine ramping up. Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, joins the show to discuss Credit Suisse facing an $8 billion shortfall and gives us a preview of bank earnings this week. Brian Egger, with Bloomberg Intelligence, joins the show to discuss Carnival’s stock dip in the pre-market, outlook for cruises and lodging, and other travel-related issues. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.