Bloomberg Intelligence

Bloomberg
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Nov 25, 2016 • 20min

P&L: How Zara Is Dominating The Fast Fashion World

Lisa Abramowicz and Carol Massar, filling in for Pimm Fox, talk to Bloomberg's Stephanie Baker about how Zara's social media presence sets the company apart from the rest of the fashion world. Then, Kroll Bond Rating Agency's Chris Whalen says it takes a long time to get the benefits of higher interest rates. Finally, Greg Viscusi, a Bloomberg News reporter in Paris, discusses the upcoming French election and says that the economy is the most important issue for voters.See omnystudio.com/listener for privacy information.
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Nov 23, 2016 • 25min

P&L: The Thanksgiving Price War

Lisa Abramowicz talks to Jen Bartashus, a U.S. food and drug retail analyst for Bloomberg Intelligence, about food deflation and how it's affecting food prices across different stores. Then, David Kudla, CEO of Mainstay Capital Management, discusses markets and investing in the new Donald Trump landscape. Also, Ben Brody, a politics reporter for Bloomberg, recaps Trump's meeting with the New York Times. Finally, Karen Ubelhart, an industrials analyst for Bloomberg Intelligence, says that John Deere is nearing the end of cost-cutting.See omnystudio.com/listener for privacy information.
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Nov 22, 2016 • 28min

P&L: How Do We Replace Obamacare With Something That Works?

Lisa Abramowicz and Mike Regan, filling in for Pimm Fox, talk to Susan DeVore, CEO of Premier Inc., about the future of Obamacare under Donald Trump. Then, Mike Underhill, a money manager at RidgeWorth Capital Innovations, discusses the landscape for commodities. Also, Max Abelson, a Bloomberg finance reporter, talks about why the bankers who Trump ridiculed on the campaign trail are now embracing his future administration. Finally, Logan Mohtashami, a senior loan officer at AMC Lending Group, gives an outlook for mortgage rates and the housing market.See omnystudio.com/listener for privacy information.
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Nov 21, 2016 • 27min

P&L: What President Trump Means For U.S.-Russia Relations

Lisa Abramowicz and Mike Regan, filling in for Pimm Fox, talk to Richard Conn, a managing partner at Eurasia Advisors, about the global implications of a possible closer relationship between Russia and the U.S. under Donald Trump. Then, they discuss mobile banking with Richard Thies, a portfolio manager for Driehaus Capital Management. Also, Jim Rickards, author of "The Road to Ruin," says corporate debt is creating a global dollar shortage. Finally, Andrea Felsted, a Bloomberg Gadfly columnist in London, discusses how U.K. supermarkets are bracing for a food price hike.See omnystudio.com/listener for privacy information.
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Nov 18, 2016 • 29min

P&L: The Biggest Risk Is a Trade War, Nick Sargen Says

Nick Sargen, author of the new book, "Global Shocks," discusses whether Donald Trump's election is the next global shock. Then, Lacy Hunt, Hoisington Investment Management Co.'s chief economist, talks about Janet Yellen's testimony and gives an outlook for the long bond. Also, Craig Torres, an economy and Federal Reserve reporter for Bloomberg, discusses Paul Romer taking a job as the World Bank's chief economist after writing a paper trashing macroeconomics. Finally, Tom McGee, CEO of the International Council of Shopping Centers, gives a Black Friday sales forecast.See omnystudio.com/listener for privacy information.
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Nov 17, 2016 • 6min

P&L: Does The Fed Still Matter to Equity Traders?

Lisa Abramowicz talks to Miller Tabak's Matt Maley about markets and leverage -- and whether the Fed still matters.See omnystudio.com/listener for privacy information.
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Nov 16, 2016 • 28min

P&L: TPP Is Dead, Former Adviser to Bill Clinton Says

Robert Lawrence, a professor of International Trade and Investment at the Harvard Kennedy School and former economic adviser to Bill Clinton, discusses the outlook for trade as Donald Trump pledges to tear up NAFTA and TPP. Then, Pimm Fox and Lisa Abramowicz talk to Javier Blas, the chief energy correspondent for Bloomberg, about oil outlook and OPEC dynamics. Also, Lowell Yura, the head of multi-asset solutions at BMO Global Asset Management, discusses why Europe remains the greatest risk to portfolios. Finally, Mark Niquette, a politics and national government reporter for Bloomberg News, says one of the more interesting names being floated around for Trump's cabinet is Ted Cruz for attorney general.See omnystudio.com/listener for privacy information.
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Nov 15, 2016 • 27min

P&L: No Need For More Trade Restrictions, Paul Christopher Says

Pimm Fox and Lisa Abramowicz talk to Paul Christopher, the head global market strategist for Wells Fargo Investment Institute, about how markets are anticipating Donald Trump's administration. Then, Shira Ovide, a Bloomberg Gadfly columnist, discusses why Apple is losing its crown as a technology trendsetter. Also, Kartikay Mehrotra, a legal reporter for Bloomberg, talks about the news that Dodge truck owners are suing Fiat Chrysler for emissions cheating. Finally, Carl Riccadonna, the chief U.S. economist for Bloomberg Intelligence, says that if the Fed wants to remain politically independent, Janet Yellen will say that she will stay as Fed Chair after her term expires in 2018.See omnystudio.com/listener for privacy information.
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Nov 14, 2016 • 27min

P&L: How Donald Trump May Save Banks Billions

Pimm Fox and Lisa Abramowicz talk to Silla Brush, a financial regulation reporter for Bloomberg, about how Donald Trump could disrupt global banking rules. Then, they discuss the global bond rout with Eaton Vance's Eric Stein. Also, Alex Sherman, an M&A reporter for Bloomberg, tells Pimm and Lisa how a Trump presidency could affect deals between China and the U.S. Finally, Eric Ervin, CEO of Reality Shares, gives an outlook for dividend stocks.See omnystudio.com/listener for privacy information.
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Nov 11, 2016 • 27min

P&L: O'Brien on "Trump, the Conflicts-of-Interest President"

Pimm Fox and Lisa Abramowicz talk to Bloomberg's Timothy O'Brien, author of "TrumpNation," about how Donald Trump's election will affect his business and legal interests. Then, Nathan Dean, a government analyst for Bloomberg Intelligence, discusses Trump's plan to dismantle Dodd-Frank. Also, Burt Flickinger, the managing director of Strategic Resource Group, tells Pimm and Lisa why 2017 will be the most troubling year for retail in a decade -- and 2018 will be worse. Finally, author David Bodanis discusses his latest book, "Einstein's Greatest Mistake: A Biography."See omnystudio.com/listener for privacy information.

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