Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company and industry research.
Yields, Caterpillar, Euro, and the Fed
Yields, Caterpillar, Euro, and the Fed
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses yields, the Fed, and the US Treasury. Chris Ciolino, with Bloomberg Intelligence, joins to break down Caterpillar earnings. Ken Monaghan, co-director of high yield at Amundi US, joins to discuss high yield, credit markets, and central banks. Tim Craighead, Director of Research and Senior European Strategist at Bloomberg Intelligence, joins to discuss Euro contraction and a 3Q midseason takeaways for Europe. Lukasz Tomicki, founder and Managing Partner at LRT Capital Management, joins to discuss the outlook for markets and gives his stock picks. Claudia Sahm, founder of Sahm Consulting, joins to talk about the Fed, bad economic data, and outlook for a recession. Hosted by Paul Sweeney and Matt Miller.
Oct 31, 2023