Yesterday

Macro Matters: Northern Trust’s Bahuguna on AI and Equities

With stronger nominal growth, persistent inflation and an AI-driven investment boom reshaping the macro backdrop, investors may need to rethink traditional stock and bond allocations. Anwiti Bahuguna, co-chief investment officer of Northern Trust Asset Management, joins Bloomberg ... Show More

23m 32s

Oct 30

Credit Crunch: PGIM Credit’s Peters on Convergence, Crowding Out

“The idea of patient capital is something of a dinosaur,” says Greg Peters, co-CIO for PGIM Credit, on the speed with which markets can reprice. “The rise of algos and CTAs, you’re just seeing a lot more volatility in the market.” Peters joins Bloomberg Intelligence’s Noel Hebert ... Show More

55m 24s

Oct 28

All Options Considered: Is 100 High for Rates Volatility?

In this edition of All Options Considered, BI Chief Global Derivatives Strategist Tanvir Sandhu discusses why US rates volatility has risen from its early-2026 lows but remains near longer-run historical averages rather than at an outright extreme. He also examines how higher for ... Show More

9m 55s

May 2016

Maki: Fed suddenly objected to market pricing

Point72 Asset Management's Dean Maki weighs in on the Fed and the next rate hike on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

23m 1s

Oct 2025

Lots More with Joe Abate on the Fed's New Target and the Rising Price of Money

We're used to talking about the Federal Reserve changing "benchmark interest rates." But the mechanics of how the central bank actually tightens or loosens policy are a lot more nuanced. For years now, the Fed's been doing this through the federal funds market — where US banks le ... Show More

27m 30s

Sep 2023

NY Fed President John Williams Talks Policy

Federal Reserve Bank of New York President John Williams said US monetary policy is “in a good place,” but officials will need to parse through data to decide on how to proceed on interest rates. He spoke in an exclusive conversation with Bloomberg Economics Editor Michael McKee, ... Show More

37m 1s

Feb 2022

Episode #96 - Peter Boockvar and the Fed's Hobson's Choice on the Economy

With the Fed raising rates all the talk of the markets and my increasingly esoteric take on the political dynamics at play, this week I chat with Blakeley Advisory Group CFO Peter Boockvar about what he thinks is going on with the Fed and the central banks in general as a counter ... Show More

44m 16s

May 2025

Fed's Tom Barkin Talks Path for Economy, Tariff Uncertainty

Federal Reserve Bank of Richmond President Tom Barkin discusses the outlook for the US economy and current business and consumer sentiment with Bloomberg's Matt Miller, Katie Greifeld and Mike McKee. See omnystudio.com/listener for privacy information.

9m 48s

Feb 2022

What the Fed’s Hawkish Pivot Means for Economic Growth and Markets

In the latest episode of Exchanges at Goldman Sachs, David Mericle, Goldman Sachs Research’s chief U.S. economist, and Brian Friedman, Global Markets Division’s global head of Market Strats, discuss how the hawkish shift in Fed policy is affecting economic growth, markets and inv ... Show More

25m 27s

Aug 2023

Loretta Mester Talks Interest Rates and Inflation

Federal Reserve Bank of Cleveland President Loretta Mester said under-tightening interest rates would be “a worse mistake” than raising them too much. She speaks with Bloomberg's Michael McKee. See omnystudio.com/listener for privacy information.

12m 29s

Jan 2019

Fed Chair Powell Should Love This Jobs Report: McCarthy (Podcast)

Dr. Ward McCarthy, Chief Economist for Jefferies, and Matt Boesler, Bloomberg Fed reporter, discuss the blowout jobs report and the Fed. Jason Schenker, President of Prestige Economics, Chairman of The Futurist Institute, and Bloomberg Opinion columnist, on the economy and 2019 ... Show More

31m 48s

Mar 2022

The Fed: Learning From the Last Hiking Cycle

As the Fed kicks off a new rate hiking cycle, investors are looking back at the previous hiking cycle to ease their concerns today. Head of Public Policy Research and Municipal Strategy Michael Zezas and Global Head of Macro Strategy Matthew Hornbach discuss. ... Show More

6m 19s

Aug 2023

Tame CPI Data Could Guide Fed's Next Move

Nikki Baird, Vice President of Strategy at Aptos Retail and Bloomberg News Economics Editor Molly Smith discuss US CPI data and the outlook for Federal Reserve policy. Bloomberg News US Luxury Retail Reporter Jeannette Neumann and Bloomberg Intelligence Global Luxury Goods Analys ... Show More

46m 9s

Fed’s Lips Are Getting Looser, Says Mike...