Top of the Morning: Communications Servi...

Apollo Lupescu is a Vice President at Dimensional Fund Advisors. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy to economic activity, asset allocat ... Show More

US taxes on Indian imports doubled to 50%. US importers should pay the old tax rate on goods already en route to the US, delaying the effect. With full pass-through and no demand switching, the tax increase would add less than 0.1 percentage point to US consumer price inflation. ... Show More

Jason reflects on last week’s Jackson Hole Symposium, and speech delivered by Fed Chair Powell - we discuss what the speech suggests about the road ahead for monetary policy, and the market response. Plus, thoughts on overall market pricing as of late, and what investors have bee ... Show More

Featuring: Peter McGuire, CEO of XM Australia Matt Orton, Chief Market Strategist at Raymond James Investment Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https:/ ... Show More

Scott Wapner and the committee discuss the state of tech after the Fed's 'even higher, for much longer' stance on interest rates. Halftime headliner Light Street Capital's Glen Kacher joins the conversation. The chart of the day is Broadcom. We're following the deal of the day: C ... Show More

Bloomberg's Caroline Hyde and Ed Ludlow break down the outlook for tech investing as hedge fund exposure to technology hits a record high. Plus, how YouTube CEO Neal Mohan plans to make the video platform even bigger, and the CEO of Ring sits down for her first broadcast intervie ... Show More

As a bonus episode, we’re bringing listeners of The Story an episode from the new Tech Podcast from The Times. Presenters Katie Prescott and Danny Fortson are joined by Microsoft boss Satya Nadella. On a whistle-stop AI tour of the world and in his only UK interview this year - t ... Show More

Morgan Stanley Executive Chairman James Gorman discusses his transition from CEO, joining Disney's succession committee and the future of wealth management and banking regulations. He speaks in a wide-ranging exclusive interview with Bloomberg's Sonali Basak. See omnystudio.com/l ... Show More

Innovation and interest in the tech sector remain strong, despite market challenges and dips in investment. On this episode of The McKinsey Podcast, McKinsey technology experts Lareina Yee and Roger Roberts share findings from the McKinsey Technology Trends Outlook 2024 report. T ... Show More

Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo.(00:14) Bill Barker and Ricky Mulvey discuss:- Nvidia’s quarter and data center growth.- Why Comcast is spinning off its cable a ... Show More

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Tech Industry Analyst Mandeep Singh and Bloomberg News Cybersecurity Reporters Jamie Tarabay and Jordan Robertson discuss the botched software update from cybersecurity firm CrowdS ... Show More

David Dietze, Managing Principal, Peapack Private shares his insights on the mixed picture that we're seeing ahead of the upcoming Fed meeting, whether it's time to take money off the table, where the bitcoin game stands at the moment, as well as his shopping list for stocks this ... Show More

This week, Sandy Boss, Senior Managing Director at global investment firm BlackRock and Chair of BlackRock UK, joins us on the podcast. In a conversation with Michael Birshan, a senior partner and the global coleader of our Strategy & Corporate Finance Practice, Sandy shares her ... Show More