Michael Mackenzie

Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, discusses the drivers behind the current stock meltdown. Tom Orlik, Chief Economist, shares insights on the global macro outlook and its implications for Fed rates. Michael Mackenzie highlights how these developments affect interest rates, while Katherine Doherty and Matthew Palazola analyze Berkshire Hathaway's selling strategy, revealing trends in property and casualty insurance. Together, they explore the effects of macroeconomic factors and market complexities on investment strategies.

Mike McKee and Michael Mackenzie discuss robust US economic growth despite higher borrowing costs. Michael Capser explains sliding earnings outlook. Doug Ciocca talks market volatility. Katie Thomas addresses consumer stress levels. Kathy Entwistle discusses investment opportunities.

Bloomberg's guests delve into big bank earnings, Fed policy impact, Rivian's challenges, NATO's response to Russia/Ukraine conflict, and small business strategies. Insights on financial markets, acquisitions, and stock performance highlight the podcast.

Michael McKee and Jane Oates discuss the June jobs report and its impact on Fed policy. Ira Jersey and Michael Mackenzie talk about treasury yields sinking post jobs data. Tina Fordham shares thoughts on US and UK politics. Topics include Fed interest rate cuts, minority hiring, market volatility, and potential scenarios for Biden, Harris, and Newsom in 2029.

Molly Smith, Economics Editor, and Stuart Paul, US Economist, shed light on upcoming economic indicators and their implications for inflation. Michael Mackenzie, Rates Reporter, discusses the bond market dynamics shaped by current Treasury yields. Anurag Rana, Technology Analyst, explores the recent antitrust ruling against Google and its impact on Apple. The group also dives into evolving ESG investing trends, emphasizing a values-driven approach, and highlights the role of generative AI in reshaping business strategies and enhancing trader efficiencies.