Bloomberg Intelligence

Bloomberg
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Jan 26, 2017 • 28min

Bloomberg's Orlik Says China to Lose on Trade as U.S. Exits TPP

Bloomberg Intelligence's Tom Orlik discusses how Asia economies will shape up under a U.S.-less TPP and says losing U.S. trade will hurt China. Bob Shanks, CFO of Ford Motor Company, discusses fourth quarter earnings. Peter Andersen, CIO of Fiduciary Trust, talks about his investment strategy in times of uncertainty. Finally, Max Abelson, a finance reporter for Bloomberg, discusses his Businessweek article, "Billionaire Ross Spearheads Trump’s Plan for Rule by the Rich."See omnystudio.com/listener for privacy information.
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Jan 25, 2017 • 28min

Bloomberg's Nocera Says Tom Price's Stock Trades Are Unethical

Bloomberg's Joe Nocera tells Pimm Fox and Lisa Abramowicz why Tom Price's stock trades flunk the smell test. Jamie Butters, a U.S. auto reporter for Bloomberg, discusses why Donald Trump has picked a bad time to push for new U.S. auto factories. Bloomberg Gadfly's Tim Culpan discusses Foxconn Technology's plans for a U.S. plant that might create 30 thousand to 50 thousand jobs. Finally, Ron Williams, the chairman and CEO of RW2 Enterprises, discusses how the millennial generation will steer an $18 trillion economy.See omnystudio.com/listener for privacy information.
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Jan 23, 2017 • 27min

P&L: New Border Taxes Are Biggest Risk to Canada, Wingrove Says

Bloomberg's Josh Wingrove discusses Canada signaling a possible U.S. trade deal that excludes Mexico. Michael Halen, a consumer analyst at Bloomberg Intelligence, speaks with Pimm Fox and Lisa Abramowicz about McDonald's earnings and seismic shifts in restaurant demographics. Lawrence Golub, CEO of Golub Capital, discusses the outlook for markets. Finally, Jennifer Jacobs, Bloomberg's senior political correspondent, discusses today's political news: President Trump's plan to end trade deals, meeting with Dow Chemical and labor leaders and Sean Spicer's statements on crowd size.See omnystudio.com/listener for privacy information.
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Jan 20, 2017 • 20min

P&L: Bloomberg's Sink on Trump's Immediate Challenges

Justin Sink, a U.S. government reporter for Bloomberg, tells Pimm Fox and Lisa Abramowicz about Donald Trump's immediate challenges after taking office. Doug Borthwick, the managing director and head of FX at Chapdelaine & Co, discusses Trump signaling that he will abandon the "strong dollar" policy in the U.S. Finally, Matt Freund, the co-CIO and head of fixed income strategies at Calamos Investments, discusses the bond market, rising rate climate and strategies for fixed income investors.See omnystudio.com/listener for privacy information.
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Jan 19, 2017 • 26min

P&L: Bloomberg's Meyer on the Sense of Growing Alarm in Kremlin

Henry Meyer, a politics reporter for Bloomberg in Moscow, discusses the Kremlin's growing fears that a meaningful detente with the U.S. may not be achieved. John Augustine, CIO of Huntington Bank, discusses the Fed, the economy and investing under a Donald Trump administration. Jonathan Bernstein, a columnist for Bloomberg View, tells Pimm Fox and Lisa Abramowicz why hundreds of still-empty staff positions could cause Trump's administration to struggle. Finally, Alan Bjerga, co-host of Bloomberg Radio's "Politics Policy and Power," discusses Sonny Perdue being nominated for agriculture secretary, key issues for the agriculture sector and Steven Mnuchin's confirmation hearing.See omnystudio.com/listener for privacy information.
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Jan 18, 2017 • 25min

P&L: Puzder May Drop Out, BNA's Ognanovich says (Correct)

Nancy Ognanovich, a senior reporter at Bloomberg BNA, discusses the Senate hearings on Donald Trump's cabinet picks and tells co-hosts Pimm Fox and Lisa Abramowicz that Andrew Puzder may drop out of the running for Labor Secretary. Ira Millstein, a senior partner at Weil, Gotshal & Manges LLP and an adjunct professor at Columbia Law School, talks about his new book, "The Activist Director: Lessons From the Boardroom and the Future of the Corporation." Julian Lee, an oil strategist for Bloomberg in London, discusses OPEC's pricing bubble. Finally, Paul Sweeney, the director of North American research and media analyst for Bloomberg Intelligence, previews Netflix's earnings.\u0010\u0010(Corrects headline to attribute speculation about Andrew Puzder to Nancy Ognanovich, a senior reporter at Bloomberg BNA)See omnystudio.com/listener for privacy information.
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Jan 17, 2017 • 26min

Bloomberg’s Welch on GM: Already in the Works, Mostly Posturing

David Welch, Detroit Bureau chief for Bloomberg, on GM announcing $1 billion in US investments, answering to pressure from Trump. Rob Hutton, UK government and politics reporter for Bloomberg, on Theresa May's outline to take the UK out of the single market. Joe Carroll, Energy Americas reporter for Bloomberg, on Exxon buying Permian Basin assets from the Bass Family. Mike Bailey, CFA, Director of Research at FBB Capital Partners, on his bullish outlook for healthcare and industrials.See omnystudio.com/listener for privacy information.
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Jan 13, 2017 • 24min

P&L: Fed Won't Be in a Position to Raise Rates in February

Ward McCarthy, the chief economist at Jefferies, discusses the Fed and gives his global economic outlook for 2017. John Lauerman, a health care reporter for Bloomberg, tells Pimm Fox and Lisa Abramowicz about the dwindling number of hospitals in America and how undoing Obamacare could make it worse. Alison Williams, a senior banks analyst for Bloomberg Intelligence, discusses bank earnings. Finally, Bloomberg's Jamie Butters talks about potential penalties for emissions cheating charges for Fiat Chrysler.See omnystudio.com/listener for privacy information.
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Jan 12, 2017 • 26min

P&L: Apple Could Bundle New Original Content Business

John Petrides, a managing director and portfolio manager at Point View Wealth Management, says Apple could build a significant new business in original shows and movies. Liz Ann Sonders, chief investment strategist at Charles Schwab & Co, gives her 2017 market outlook. Bloomberg's Max Nisen discusses biotech and pharma investors continually getting blindsided by Donald Trump. Finally, Brian Rye, a senior health care policy analyst for Bloomberg Intelligence, discusses Senate republicans taking first measures for an Obamacare repeal.See omnystudio.com/listener for privacy information.
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Jan 11, 2017 • 31min

P&L: Tough Questioning in Tillerson Hearing is Bipartisan

Bloomberg's Steven Dennis discusses the Congressional hearings for Donald Trump's cabinet picks. Mike Materasso, senior vice president and co-chair of Franklin Templeton's Fixed Income Policy Committee, talks to Pimm Fox and Lisa Abramowicz about monetary/fiscal policy and geopolitical risks on the fixed income and currency markets. Chris Strohm, a national security reporter for Bloomberg, discusses President-elect Trump being informed that he was compromised by the Russians in an unsubstantiated intelligence report. Finally, James Crombie, editor of Bloomberg Briefs, talks about the top-ranked forecasters' predictions for U.S. growth, inflation, trade and Trump.See omnystudio.com/listener for privacy information.

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