The Tape

Bloomberg News

Matt Miller and Paul Sweeney focus on market coverage as Wall Street begins its day, with analysis from Bloomberg Opinion writers, Bloomberg Intelligence analysts, and influential newsmakers.

Location:

Atlanta, GA

Description:

Matt Miller and Paul Sweeney focus on market coverage as Wall Street begins its day, with analysis from Bloomberg Opinion writers, Bloomberg Intelligence analysts, and influential newsmakers.

Language:

English

Contact:

212-318-2000


Episodes

Bonds, Inflation, and the Equity Rally (Podcast)

2/6/2023
Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, joins the program to discuss the Federal Reserves and what the bond market is currently telling investors. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the show to discuss the Fed and rate hikes. Andrew Marok, VP of Equity Research at Raymond James, joins us to talk about Activision earnings, Microsoft’s acquisition, and gaming outlook. Jay Hatfield, CEO at...

Duration:00:40:11

Jobs, Tech Layoffs, and Baby Formula

2/3/2023
Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs numbers, the bond market, and what the latest economic data tells us about inflation outlook for the US. Matt Calkins, CEO at Appian (NASDAQ: APPN), joins the show to talk about the tech selloff, his company’s performance amid inflation and other economic pressures, and outlook for his company and hiring in the tech space this year. Tom Gimbel, CEO and founder of the LaSalle Network, joins via phone to talk...

Duration:00:22:28

FOMC, Inflation, and the Economy

2/2/2023
Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, joins the program to discuss how central banks across the globe are pricing in inflation and the outlook for a global recession in 2023. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the program to talk about the Federal Reserve, rate hikes, and the outlook for a hard landing and recession in the US. Huw Roberts, Head of Analytics at Quant Insights, joins the show to talk about...

Duration:00:40:46

Markets, Ukraine, and the Economy

2/1/2023
Michael Weisz, CIO and founder at Yieldstreet, joins the show to talk market moves, sectors he’s looking at, and gives his market outlook. Angela Stent, Senior Fellow at the Brookings institute and author of Putin's World: Russia Against the West and With the Rest, joins the show to talk about the outlook for the war in Ukraine and geopolitical tensions. George Catrambone, COO and Head of Americas Trading at DWS Group, joins the program to talk about stocks and investing. Alexander...

Duration:00:33:32

Bonds, Markets, and Crypto

1/31/2023
Noel Hebert, Chief US Credit Strategist for Bloomberg Intelligence, discusses the Fed and Treasuries. Gina Bolvin, president of Bolvin Wealth Management, joins the program to discuss markets and sectors she likes amid varying economic headwinds. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and sectors she sees as potentially performing well in 2023. Everett Millman, Chief Markets Analyst at Gainesville Coins, joins the show to talk about...

Duration:00:29:12

Streaming Trends, Market Forecast, Ford Mach-E Price Cut

1/30/2023
Mark Douglas, CEO of MNTN, joins the program to discuss Netflix’s recent earnings and leadership change and other trends in ad and streaming services. Quincy Krosby, Chief Global Strategist for LPL Financial (NASDAQ: LPLA), joins the show to discuss markets and sectors she likes as economic pressures continue. Ted Oakley, founder and managing partner at Oxbow Advisors, joins to discuss sectors he thinks can outperform the market in 2023. Lyle Himebaugh, Partner at Granite Group Advisors,...

Duration:00:39:48

Layoffs, ETFs, ChatGPT, and David Solomon (Podcast)

1/27/2023
Bloomberg Opinion editor Sarah Green Carmichael joins the program to discuss her recent piece on the negative effects of layoffs. Ben Slavin, Global Head of ETFs at BNY Mellon, joins the show to talk about the outlook for ETFs and investing in 2023. James Clift, Founder of Durable, joins the program to discuss his company and why the ChatGPT “end of the world” talk may be a bit overblown. Don Steinbrugge, founder and CEO at Agecroft Partners, joins the program to discuss hedge funds, how...

Duration:00:40:21

Tesla, US GDP, and Markets (Podcast)

1/26/2023
Dan Ives, Senior Equity Analyst at WedBush Securities, joins the show in studio to discuss Tesla earnings. David Kelly, Chief Global Strategist at JP Morgan Asset Management, joins to discuss CPI, the Fed’s rate hike path, and outlook for the economy. Craig Trudell, Global Automotive Editor for Bloomberg News, joins the program to discuss Toyota’s CEO change. Yelena Shulyatyeva, Senior US Economist with BNP Paribas, joins us in studio to discuss US GDP and outlook for the US economy. David...

Duration:00:46:37

Markets, Bonds, Energy, and Earnings (Podcast)

1/25/2023
John Butler, Senior Analyst: Telecoms with Bloomberg Intelligence, joins the program to discuss AT&T earnings and outlook for the company and telecom field. Steven Oh, Global Head of Fixed Income at PineBridge Investments, talks about the economy, interest rates, and inflation. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, joins the show to discuss the outlook for equities in 2023 and start to the year for markets. George Ferguson, Senior Industry Analyst with...

Duration:00:41:47

Treasuries, ETFs, GE, and Private Credit (Podcast)

1/24/2023
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and inflation. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ETF flows. Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the show to talk GE earnings and breakdown the company’s stock. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about his views on inflation ahead of the FOMC meeting, the...

Duration:00:43:23

Spotify Layoffs, Markets, and Salesforce (Podcast)

1/23/2023
Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins the program to discuss Spotify layoffs. Hans Olsen, CIO at Fiduciary Trust Company, joins the show to talk about sectors he likes in 2023 and how he expects inflation to affect stocks. Leonard Livschitz, CEO at Grid Dynamics (NASDAQ: GDYN), joins the show to discuss digital engineering and outlook for the company. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the latest Salesforce news...

Duration:00:47:59

Markets, Layoffs, EM, and Goldman (Podcast)

1/20/2023
Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he put so much into cash for much of 2022 and if he’s continuing a defensive play heading into 2023. Bloomberg Intelligence Senior Tech Analyst Anurag Rana talks about labor in tech and outlook for big tech companies. Bloomberg Intelligence Senior Analysts Mandeep Singh and Poonam Goyal join to discuss layoffs at Alphabet and Wayfair. Nick Stadtmiller, Head of Product with Medley Global Advisors, joins the show...

Duration:00:39:21

Oil, Real Estate, Davos, and India (Podcast)

1/19/2023
Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins the program to discuss the outlook for global energy, oil prices, and the impact of the BOJ decision on energy. Patrick Carroll, CEO and founder of real estate firm CARROLL, joins the show to discuss outlook for the housing market and current state of real estate. Sonali Basak, Bloomberg Wall Street reporter, discusses the latest news on banks and Davos. Geetha Ranganathan, US Media analyst with Bloomberg Intelligence, joins...

Duration:00:37:52

The BOJ, Housing, Investing, and Retail Sales (Podcast)

1/18/2023
Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the program to discuss mortgage interest rates, her housing research, and outlook for real estate. Ben Emons, Head of Fixed Income and Managing Director for NewEdge Wealth, joins the program to discuss the outlook for Japan and global economies following the BOJ decision. Monica Defend, Chief Strategist and Head of Amundi Institute, discusses the struggles various European economies could endure in 2023 and outlook for a...

Duration:00:36:14

Tech, Banks, Markets, and Marijuana (Podcast)

1/17/2023
Bloomberg Technology Senior Analysts Anurag Rana and Mandeep Singh preview tech earnings and discuss other tech headlines. Chris Violas, CEO at BLAZE, joins the show to talk about the cannabis industry and the cannabis tech his company develops and works on. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, joins the show to talk about sectors he likes amid uncertain economic conditions ahead. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg...

Duration:00:36:31

Yields, Car Tech, Bank Earnings, and ETFs (Podcast)

1/13/2023
Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss why his legendary yield curve model may be flashing a false signal. T Bloomberg Intelligence Senior Autos Analyst Kevin Tynan joins the program to discuss Carvana’s stock volatility and everything he reported on from CES. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down bank earnings. Francis Oh, APAC CEO of...

Duration:00:48:22

CPI, Markets, and Telecom (Podcast)

1/12/2023
Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins the program to discuss outlook for equities in Europe. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Jay Hatfield, CEO at Infrastructure Capital Advisors, also joins to talk markets and energy investing. Laura Martin,...

Duration:00:55:15

Airlines, Markets, European Economies, and ETFs (Podcast)

1/11/2023
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the program to discuss sectors she likes as 2023 kicks off and concerns she has for a recession and inflation. Maria Tadeo, European correspondent for Bloomberg Television, joins the program to discuss her conversation with Belgium’s Prime Minister Alexander De Croo and the overall outlook for inflation and recession across European economies. George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg...

Duration:00:47:29

Stocks, CVS, Tech Deals, and Cybersecurity (Podcast)

1/10/2023
Callie Cox, US Investment Analyst at eToro, joins us in studio to discuss stocks she likes and outlook for equities in 2023. Wendy Thomas, President and CEO at Secureworks (NASDAQ: SCWX), joins the program to talk about the state of cybersecurity to start the year and concerns for corporations and governments based on what clients are telling her. Anurag Rana, Senior Tech analyst with Bloomberg Intelligence, joins to discuss Microsoft’s potential investment in OpenAI. George Bory, chief...

Duration:00:49:15

Goldman, the Fed, Ontario, and Companies to Watch (Podcast)

1/9/2023
Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, and Bloomberg News Wall Street reporter Sonali Basak join to discuss Goldman Sachs’ job cuts and preview big bank earnings. Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh discuss the companies they selected in Bloomberg Businessweek’s “50 Companies to Watch” piece. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss sectors he likes as stocks look to rebound...

Duration:00:50:12