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The Tape

Economics

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.

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.

Twitter:

@mckonomy

Language:

English


Episodes

Retail Sales, Inflation, And Solar Energy (Podcast)

1/14/2022
David Riley, Chief Investment Strategist at BlueBay Asset Management, discusses the markets, inflation, and gives his market outlook for 2022. JJ Kinahan, Chief Market Strategist at TD Ameritrade, joins the show to discuss markets and the economy. Brett Moyer, CEO, President, and Chairman of Summit Wireless Technologies, talks about the latest trends in home entertainment, WiSA technology, and gives his outlook for 2022. Erica Brinker, Chief Financial Officer and Head of ESG at Array...

Duration:00:24:51

The Markets And Economy Amid Rising Inflation (Podcast)

1/13/2022
Robert Rosener, Executive Director and Senior US Economist at Morgan Stanley, joins the show to discuss markets, inflation, the Fed, and gives his economic outlook for 2022. Tammy Haygood, financial advisor at UBS, talks about the economy, investing, and gives her market outlook for 2022. Isabelle Winkles, CFO of Braze (NASDAQ: BRZE), talks about Braze, customer and buying trends, and consumer outlook in 2022. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion...

Duration:00:27:35

Markets, 5G, And Supply Chain Bottlenecks (Podcast)

1/12/2022
Dave Ellison, Portfolio Manager of the Hennessy Large and Small Cap Financial Funds, gives his 2022 economic outlook amid inflation. Alex Chaloff, co-Head of Investment Strategies at Bernstein Private Wealth Management, discusses markets, the Fed, and inflation. Diana Furchtgott-Roth, adjunct professor at George Washington University and former Deputy Assistant Secretary for Research and Technology at the US Department of Transportation, discusses the delayed 5G rollout and the FAA’s...

Duration:00:27:16

The Supply Chain, Semiconductors, And Real Estate (Podcast)

1/10/2022
Sampath Sowmyanarayan, Chief Revenue Officer at Verizon, discusses the supply chain, 5G, and helping lead Verizon through pandemic. Nakul Duggal, Senior Vice President and General Manager of Automotive at Qualcomm, discusses the supply chain, semiconductors, and future of driving. Bonnie Stone Sellers, co-Founder and Chair at Forbes Global Properties, talks about the latest trends in luxury real estate. Sonali Basak, Bloomberg Wall Street reporter, has the latest on Goldman Sachs and its...

Duration:00:26:49

Jobs Day, Labor, And Real Estate Investment (Podcast)

1/7/2022
Dana Peterson, Chief Economist & Center Leader of Economy, Strategy, and Finance at The Conference Board, discusses the jobs report. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about labor and the latest jobs numbers. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about employment amid inflation and the emergence of Omicron on jobs day. Aaron Jodka, National Director of Capital Markets Research at Colliers, discusses real estate investing in 2022. Hosted by Paul...

Duration:00:30:54

Corporate Political Activity And Markets In 2022 (Podcast)

1/6/2022
Phil Palumbo, CEO, CIO, and founder of Palumbo Wealth Management, discusses investing and gives his market outlook for 2022. Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets, investing, and the economy in 2022. Paul Washington, Executive Director of the ESG Center at The Conference Board, talks about corporate political activity and donations one year after the January 6th Capitol Hill riot. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion...

Duration:00:27:54

Outlook For COVID-19, Taxes, Energy, And Real Estate (Podcast)

1/5/2022
Dr. Syra Madad, Infectious Disease Epidemiologist at Harvard’s Belfer Center for Science and International Affairs and the NYC Hospital System, talks about the CDC’s latest isolation guidance for people who test positive for COVID-19 and the spread of Omicron. Chad Robins, CEO of Adaptive Biotechnologies (NASDAQ: ADPT), discusses T-cells and the Omicron variant. Lisa Featherngill, National Director of Wealth Planning at Comerica Bank, discusses tax planning and how Build Back Better could...

Duration:00:29:25

Markets, Supply Chain, And Remote Work In 2022 (Podcast)

1/4/2022
Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and investing in the New Year. Tim Fiore, the Chairman of the Institute of Supply Management (ISM) Business Survey, talks about the latest ISM findings and how it affects supply deliveries for companies. Mark Dixon, founder and Chief Executive Officer at IWG plc, discusses the evolution of the hybrid workplace. Bryan Whalen, co-Chief Investment Officer and a Generalist Portfolio Manager in TCW’s Fixed...

Duration:00:27:28

Market And Tech Outlook For 2022 (Podcast)

1/3/2022
Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management at Federated Hermes, joins the show to discuss investing, inflation, and gives his market outlook for 2022. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about markets and investing in 2022 amid the spread of Omicron. Greg Falesnik, CEO of MZ North America, discusses ESG investing and SPAC advisory. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities,...

Duration:00:30:01

Markets, Hiring, Supply Chain, And The Ski Industry (Podcast)

12/23/2021
Danielle DiMartino Booth, CEO and Chief Strategist at Quinn Intelligence, LLC, discusses Omicron’s effect on markets and gives her 2022 market outlook. Raul Villar, CEO of Paycor, talks about the Great Resignation and its impact on retailers and hospitality. Chieh Huang, co-founder and CEO at BOXED, discusses going public, the outlook for his company, and the supply chain. Rusty Gregory, CEO of Alterra Mountain Company, talks about the skiing industry and the outlook for winter outdoor...

Duration:00:30:10

Technology, Travel, And The Supply Chain (Podcast)

12/22/2021
Mark Gibson, U.S. Technology, Media and Telecommunications Leader at KPMG, discusses top technologies from the viewpoint of industry leaders. Peter McNally, Vice President at Third Bridge, discusses airline travel amid the spread of the Omicron variant. Mike Parra, CEO of DHL Express, Americas, discusses how DHL is handling supply chain bottlenecks during the holidays. Ann Fandozzi, CEO of Ritchie Brothers Auctioneers, talks about supply chain disruptions and gives her outlook for her...

Duration:00:31:34

Markets, Hiring, And Retail Spending (Podcast)

12/21/2021
Dave Harden, Founder and President of Summit Global Investments, gives his market outlook for 2022. April Arnzen, Senior VP and Chief People Officer at Micron Technology Inc., talks about finding employees amid a tight labor market. David Lukes, SITE Centers President and CEO, talks about holiday spending, retail, and supply chain bottlenecks amid the holiday shopping season. Vidya Peters, COO at Marqeta, talks about FinTech, consumer sentiment, holiday shopping, and digital purchases....

Duration:00:28:15

The Supply Chain And Consumer Spending

12/20/2021
Ataman Ozyildirim, Senior Director of Economic Research at the Conference Board, discusses the new Leading Economic Index (LEI) data, consumer behavior, and inflation. Dr. Lisa Williams, Chief Executive Officer at World of EPI, discusses supply chain bottlenecks, how it affects holiday shopping, and how Omicron could affect the supply chain. Andrew Rostami, Head of Citizens Pay at Citizens Bank, discusses the supply chain driving up retail activity and “Buy Now, Pay Later.” RJ Gallo, Senior...

Duration:00:25:20

Interest Rates, Energy, Housing, And Cybersecurity (Podcast)

12/17/2021
Jennifer Lee, Managing Director and Senior Economist at BMO Financial, discusses global inflation, central bank policy in the US and across Europe, and gives her economic outlook for 2022. Brad Dillman, Chief Economist at Cortland, breaks down the latest trends in the housing market. Regina Mayor, Principal, Global Sector Head of Energy at KPMG, joins the show to discuss energy prices and gives her outlook for the energy sector in 2022. Dana Simberkoff, Chief Risk, Privacy, and Info Security...

Duration:00:27:07

The Latest On Interest Rates, Fed Tapering, And Inflation (Podcast)

12/16/2021
Megan Horneman, Director of Portfolio Strategy at Verdence Capital Advisors, joins the show to discuss markets, the FOMC meeting, and inflation. Mark Douglas, CEO of MNTN, talks about ad tech and putting together a Peloton ad 48 hours after the Sex and the City controversy. Kevin Nicholson, Global Fixed Income co-CIO, co-Head of Investment Committee from Riverfront Investment Group, talks about Fed tapering and fixed income. Markus Schomer, Chief Economist at PineBridge Capital, gives his...

Duration:00:28:33

The FOMC Meeting And Its Impact On Markets (Podcast)

12/15/2021
Katerina Simonetti, Senior Vice President at Morgan Stanley, talks about December’s FOMC meeting, inflation, and gives her 2022 economic outlook. Sam Sidhu, President and CEO of Customers Bank, discusses consumer outlook, markets, and the FOMC meeting. Brian Smoluch, CIO of Hood River Capital Management, talks about Fed tapering and inflation. Dan Genter, CEO, CIO, and Chairman of RNC Genter Capital Management, discusses tapering and investment strategies. Hosted by Paul Sweeney and Matt...

Duration:00:27:41

Consumer Outlook, Muni Bonds, And Virtual Conferences (Podcast)

12/14/2021
Avery Sheffield, Managing Director and Senior Portfolio Manager with Rockefeller Asset Management, discusses the consumer sector and consumer outlook. Sean Carney, Head of Municipal Strategy at BlackRock, talks about municipal bond returns, the potential of higher taxes with Build Back Better, and how taxes will impact municipal bond investment strategies. Sean McCarthy, Chief Executive Officer at Build America Mutual, talks about investing in municipal bonds. Ben Chodor, President of...

Duration:00:29:24

Inflation, Investing, And The Latest On Omicron (Podcast)

12/13/2021
Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses investing and gives her 2022 market outlook. Dr. Purvi Parikh, immunologist with the Allergy and Asthma Network, discusses the latest Omicron developments and vaccine effectiveness against the variant. Tim Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses the ISM Semiannual Economic Forecast. Michael Cuggino, President and Portfolio Manager of the...

Duration:00:30:33

Consumer Price Index Continues To Climb (Podcast)

12/10/2021
David Katz, President and Chief Investment Officer at Matrix Asset Advisors, gives his market outlook for 2022 and discusses CPI and inflation. Jeffrey Cleveland, Director and Chief Economist for Payden & Rygel, talks about inflation, labor, and CPI data. Mary Ann Miller, VP of Client Experience, Fraud, and Cybercrime Executive Advisor at Prove, has the latest on cybersecurity amid the holiday shopping season and how supply chain issues increase instances of fraud. Cam Simpson, Senior Editor...

Duration:00:27:02

Examining Tech, Markets, And ESG Investing (Podcast)

12/9/2021
Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses the latest tech stocks and how they’ve performed recently. Ian Lyngen, Managing Director and Head of US Rates Strategy at BMO Capital Markets, gives his market outlook for the rest of the year. Ross Klein, Founder and Chief Investment Officer at Changebridge Capital, discusses ESG investment strategies. Tammy Haygood, Financial Advisor and creator of the Impact Investment Group, a wealth management advisor...

Duration:00:27:18