Live Business, Finance, Earnings & Investment News from Bloomberg | Watch 7AM - 6PM ET Weekdays
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- Опубліковано 4 лют 2025
- Live Business, Finance, Earnings & Investment News from Bloomberg | Watch 7AM - 6PM ET Weekdays
Today's Guests:
7:00 Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at EvercoreISI, joins to discuss the equity bull market and potential volatility from an earnings slowdown and Trump uncertainty
7:25 Marvin Loh, Macro Strategist with State Street, joins to discuss how tariff threats continue to ripple through markets and how yesterday's earnings miss from Alphabet could spell trouble in Big Tech
7:40 Daragh Maher, Head of Americas Research & FX at HSBC, on the dollar bull case amid looming tariffs
7:45(ish) SIMULCAST: Thomas Barkin
7:55 Lisa Mateo on newspapers
8:00 Nathan Sheets, Managing Director of Citi Research Group, on the effects of a US trade war with China on companies like Apple as well as the broader equity mood
8:10 Ethan Bronner, Israel Bureau Chief for Bloomberg News, looks ahead to how President Trump's proposal for the US to take over the Gaza Strip transforms the US' relationship with the Middle East
8:25 Craig Sterling, Head of Equity Research at Amundi US, on the market regime shift and why a broadening can lessen volatility
8:41 Amanda Rebello, Head of XTrackers Sales, US Onshore at DWS, on investors protecting against geopolitical, trade, and earnings risks
8:55 Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, on the slew of tech headlines including the Apple-China probe as well as the latest on earnings
9:00 Brent Schutte, CIO at Northwestern Mutual, on the importance of diversification on a week full of surprises
9:10 Ira Jersey, Chief US Interest Rates Strategist at Bloomberg Intelligence, reacts to today's announcement on Treasury supply and the chances of a rate hike in 2025
9:25 Mona Mahajan, Senior Investment Strategist at Raymond James, brings us into the market open and talks positive market sentiment amid a roller coaster of headlines
9:41 Steve Laipply, Global Head: iShares Fixed Income at BlackRock, discusses bond market swings in recent weeks, what it means, and ways to hedge with ETFs
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