Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00 Global Bond Rout Tests AI Boom and Equity Rally
04:36 Energy Stocks Are Best Portfolio Diversifier — Russ Koesterich, BlackRock
18:47 US Is Borrowing Military Readiness for Hormuz — Col. Wayne Sanders (Ret.)
29:22 Home Depot Beats Estimates on Faster Sales Growth — Lindsay Dutch
31:59 Starter Home Income Needed Has Nearly Doubled — Jake Krimmel, Realtor.com
40:44 Fed Should ‘Just Hike and Move on With It’ — Kay Herr, JPMorgan Asset Management
53:16 Higher Yields Won’t Stop the AI Buildout — Stuart Kaiser, Citi
1:06:47 Trump Struggles to Sell Iran War to Voters — Marc Short, Former Pence Chief of Staff
1:18:11 Apple’s Foldable iPhone Could Revive Upgrade Cycle — Timm Schulze-Melander, Rothschild & Co Redburn
1:29:31 Today’s Bond Yields Are a Return to Normal — Robert Tipp, PGIM Credit
1:40:35 Strong Growth Can Absorb Higher Bond Yields — Seema Shah, Principal Asset Management
2:02:47 Breaking Down the Global Bond Selloff — Ira Jersey
2:06:26 Bond Selloff Is Mostly a Fed Story — Mark Cabana, BofA Global Research
2:19:01 Equity Rally Needs Bond Market Stability — Jason Draho, UBS Global Wealth Management
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.
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Annmarie Hordern: https://twitter.com/annmarie
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