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
Bonds Slide as Oil Rises on Iran Tensions, RBA Decision Preview
Business and finance news from the Asia-Pacific. Bonds resumed their decline after a brief reprieve as Middle East tensions flared following President Donald Trump's rejection of Iran's latest proposal to reopen the Strait of Hormuz. Oil rose and Asian stocks fell. Oil remains a ... Show More
13m 32s
Sep 25
Daybreak Weekend: US Jobs, Burnham Conference, RBA Decision
Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the September jobs report with a focus on 3 stocks for the week ahead. In the UK – a look ahead to UK Prime Minister Andy Burnham ... Show More
39m 31s
Sep 25
Bond Losses Build on Inflation, Rate Hike Bets, Trump-Xi Summit
Business and finance news from the Asia-Pacific. The surge in Treasury yields has pushed yield gaps with emerging Asia bonds toward record levels, raising the risk of capital outflows from the region, according to strategists. A selloff in US government bonds deepened this week, ... Show More
16m 52s
Recommended Episodes
Dec 2023
Cost of 'The 12 Days of Christmas' Goes Up
Amanda Agati, Chief Investment Officer at PNC Asset Management Group, provides the details of PNC’s Christmas Price Index calculating the true cost of all 'The 12 Days of Christmas' gifts. Mark Patricof, Founder and CEO of Patricof Co., discusses Jason Kelce joining a group of at ... Show More
37m 34s
Nov 2023
US Retail Sales Slow Ahead of Holidays, But Remain Resilient
Bloomberg News International Economics & Policy Correspondent Michael McKee and Bloomberg Intelligence Senior Retail Staples & Packaged Food Analyst Jennifer Bartashus break down October retail sales data and talk about Target and TJX earnings. Bloomberg Economics Chief Economist ... Show More
1h 3m
Jul 2024
Daybreak Special: Tech Trends with Ives and Munster
In a special edition of Bloomberg Daybreak: Bloomberg’s Nathan Hager looks at the biggest tech stories from 2024 and what we can expect for the rest of the year. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for p ... Show More
38m 43s
Jan 2024
Checking in on Morgan Stanley and Goldman Sach's Earnings
Ken Leon, Global Director of Research at CFRA, breaks down big bank earnings and outlook. Hayley Berg, Economist at Hopper, shares her research on the travel outlook for 2024. Bloomberg Businessweek Editor Joel Weber and Bloomberg Intelligence Senior ETF Analyst Eric Balchunas ta ... Show More
37m 57s
Nov 2022
CNBC Special Report: Taking Stock 11/23/22
CNBC’s Brian Sullivan and guests cover the latest market moves and issues facing the American consumer as we head into the holidays. 
44m 41s
Sep 2025
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
Dec 2024
Monday - December 23, 2024
<p>Today's Post - <a href="https://bahnsen.co/407yd5Z">https://bahnsen.co/407yd5Z</a></p> <p>Market Recap and Insights Before the Holidays</p> <p>In this episode of Dividend Cafe, Brian Szytel discusses the market activity as of December 23, just before Christmas. The episode cov ... Show More
12m 41s
Nov 2023
US Inflation Broadly Slows, Erasing Bets on More Fed Rate Hikes
Bloomberg News Economics Editor Molly Smith and Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey break down Tuesday's US CPI data and talk about the Fed's next move. Erin Lydon, President of Poker Power, explains how the game of poker can lead to female empower ... Show More
41m 57s