Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00 Treasury Bond Rescue Tests Fed Credibility
05:25 Fed’s Warsh Needs to Launch Operation Twist — Peter Tchir, Academy Securities
19:22 Trump’s Iran Sanctions Risk a Clash With China — Peter Tchir, Academy Securities
32:04 Treasury’s Bond Fix Won’t Solve Long-End Pressure — Collin Martin, Schwab Center for Financial Research
40:36 Treasury Move Not a Fed Game Changer for September — Krishna Guha, Evercore ISI
54:08 US Treasuries Carry More Credit Risk Than Before — Jack Manley, JPMorgan Asset Management
1:04:59 Treasury Intervention Risks a Fed Doom Loop — Daleep Singh, PGIM
1:19:27 Housing Market May Have Run Out of Buyers — Jeff Jacobson, 22V Research
1:28:49 Fed May Need Three Hikes to Regain Credibility — Guneet Dhingra, BNP Paribas
1:41:15 5% Yields Offer an Alternative to Equities — Mona Mahajan, Edward Jones
1:53:39 Walmart Posts Slowest US Sales Growth in Six Years — David Bellinger, Mizuho
2:02:39 Fed Is Focused on Its Job, Not Treasury — Mary Daly, San Francisco Fed
2:20:03 Why Workers Can’t Outrun Inflation — Nela Richardson, ADP
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.
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