logo
episode-header-image
Dec 2024
37m 50s

Daybreak Holiday: Inflation Pressure, Ma...

Bloomberg
About this episode

In this Christmas Day special edition of Bloomberg Daybreak with Nathan Hager: 

  • Tom Porcelli, Chief US Economist at PGIM Fixed Income, discusses what the Fed will do in 2025.
  • Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets and Cameron Dawson, the Chief Investment Officer at NewEdge Wealth, break down what we can expect in equities 
  • Burt Flickinger, the Managing Director at Strategic Resource Group, brings us the winners and losers of the 2024 holiday retail season. 

See omnystudio.com/listener for privacy information.

Up next
Today
Trump, Xi Discuss Trade, Taiwan, Markets Eye Fed Rate Cut Bets
<p>US President Donald Trump and Chinese President Xi Jinping on Monday held their first talks since agreeing to a tariff truce last month, discussing trade, Taiwan and Russia's invasion of Ukraine. Trump said the telephone call was "very good" and that the leaders spoke about pu ... Show More
20m 46s
Yesterday
Early Talks on Nvidia H200s to China, Week Ahead for Markets
<p>US officials are having early discussions on whether to let Nvidia sell its H200 artificial intelligence chips to China, according to people familiar with the matter. Helen Zhu, Managing Partner and CIO at NF Trinity, recaps last week in the AI trade, and the current the appet ... Show More
20m 14s
Nov 21
Daybreak Weekend: Retail Preview, UK Budget, China PMI
<p>Bloomberg Daybreak Weekend with Host Nathan Hager takes a look at some of the stories we'll be tracking in the coming week.</p> <ul> <li>In the US &ndash; a look ahead to earnings from Dell, Kohl&rsquo;s Abercrombie &amp; Finch, and retail ahead of the holiday season.</li> <li ... Show More
38m 10s
Recommended Episodes
Feb 2025
Looking Ahead to First US Jobs Report of 2025
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Economics US Economist Stuart Paul and Bloomberg News Global Macro Strategist Vincent Cignarella provide a preview of Friday's US jobs report for January. Bloomberg News Money and Influence Reporter T ... Show More
47m 24s
Aug 2024
More Eco Data This Week, How Traders Can Use AI
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Economics Editor Molly Smith and Bloomberg Economics US Economist Stuart Paul join to preview this week's economic data and what it might reveal about the path of inflation. Bloomberg News Rates ... Show More
53m 8s
May 2024
First Day of Trading for Chinese EV Maker Zeekr
 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Equity Capital Markets Reporter Amy Or and Bloomberg Intelligence Global Autos Analyst Steve Man discuss the first day of trading for Zeekr Intelligent Technology Holding, the high-end electric ... Show More
52m 39s
Jul 2024
US Economy Grew Faster Than Expected Last Quarter on Firm Demand
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News International Economics & Policy Correspondent Mike McKee and Bloomberg News Rates Reporter Michael Mackenzie discuss US economic growth accelerating by more than forecast in the second quarter, ... Show More
40m 7s
Jan 2025
Morgan Stanley Wealth Shift, Markets Momentum
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Global Banks Analyst Alison Williams breaks down earnings from Morgan Stanley and Bank of America. Larry Connor, Founder and Managing Partner of The Connor Group, shares his keys t ... Show More
47m 57s
Nov 2024
Investor Guide: Opening Bid round-up of Invest 2024
Amid a changing political landscape in the US and uncertainty across the world, many investors are looking for guidance for the rest of the year and beyond. Yahoo Finance’s marquee event, Invest 2024, brings together executives from some of the world’s largest corporations, thoug ... Show More
25m 40s
Jun 2024
Broadcasting Live from Bloomberg Invest
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Leaders in asset management, banking, wealth, and private markets come together at Bloomberg Invest including Bloomberg Intelligence Chief Equity Strategist Gina Martin on tech bubbles, Alyse Killeen, Founding ... Show More
35m 43s
Jun 2024
Nvidia Sales Grow So Fast That Wall Street Can’t Keep Up
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani explains the issues with Nvidia's expensive valuation. Bloomberg News Economics Editor Molly Smith and Bloomberg Intelligence Chief US Interest ... Show More
44m 34s
Sep 16
Closing Bell Overtime: Fed Meeting Eve: Retail Bonds Brace for Policy Decision 9/16/25
<p>Schwab Asset Management CEO Omar Aguilar and Carson Group Chief Market Strategist Ryan Detrick analyze markets ahead of the crucial Fed meeting. Cowen Senior Retail Analyst Oliver Chen breaks down retail sales data. Wellington Management Fixed Income Portfolio Manager Brij Khu ... Show More
43m 30s
Aug 2024
The Swing-State Economic Realities, Pagaya CEO
 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Senior Economics Writer Shawn Donnan and Bloomberg Economics US Economist Stuart Paul on their Big Take story: The Swing-State Economics Realities Shaping the US Election.  Bloomberg News US Sem ... Show More
39m 10s