Dan Hanson

Ivan Feinseth, Chief Investment Officer at Tigris Capital Partners, dives into the impact of big-tech earnings and highlights AI as a transformative investment trend. He emphasizes that the current phase is just the beginning for AI adoption. Meanwhile, Dan Hanson, Chief UK Economist at Bloomberg, analyzes the Bank of England's rate strategies amidst persistent inflation. He predicts that cuts are unlikely until early 2026, given the uncertain fiscal landscape. The discussion reveals key insights into market dynamics and monetary policies.

Amanda Agati, Chief Investment Officer at PNC, analyzes Q3 earnings, noting S&P results surpass expectations despite potential pullback risks. Ivan Feinseth from Tigris Capital discusses big tech performance and argues AI is not a bubble but a transformative force. He identifies leaders like Google and NVIDIA innovating in AI. Meanwhile, Dan Hanson, Chief UK economist, evaluates U.K. inflation and wage growth, predicting the Bank of England will maintain rates amidst ongoing economic uncertainties.

Dan Hanson, Chief UK Economist at Bloomberg, breaks down the implications of the recent budget changes, revealing a £22 billion fiscal headroom amid new tax increases. Alex Wickham discusses the political fallout, suggesting short-term survival for the government, but questions their long-term strategy. Rosa Prince warns about the rising tax burden's impact on voters. Marcus Ashworth analyzes market reactions, marking a cautious relief while highlighting concerns over anti-growth measures. The panel debates critical issues like wealth taxes and political stability.

In this insightful discussion, UK correspondent Lizzy Burden analyzes Chancellor Rachel Reeves's unexpected pre-budget speech, hinting at potential tax increases. Bloomberg Opinion columnist Marcus Ashworth examines the political implications of Reeves's comments on the Bank of England, while Chief UK economist Dan Hanson provides context on public finances and gilt yields. They explore whether the market will respond positively to Reeves's fiscal strategy and who will ultimately bear the tax burden in a shifting economic landscape.

Mary Ross Gilbert, a Senior Equity Analyst at Bloomberg Intelligence, dives into the retail landscape, highlighting Kohl's turnaround strategies and Abercrombie's appeal to Gen Z. John Liu, Bloomberg's Executive Editor for Greater China, reveals insights into China’s economic slowdown and the implications of rising geopolitical tensions with Japan. Dan Hanson, Chief UK Economist, discusses the UK’s fiscal challenges and the autumn budget’s cautious approach, while Kamakshaya Trevedi from Goldman Sachs shares market outlooks and sterling volatility ahead of the budget.