logo
episode-header-image
Yesterday
35m 16s

Bank Earnings Begin as Traders Digest Fe...

bloomberg
About this episode

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

A selloff in chipmakers deepened on concerns about the sustainability of the artificial-intelligence trade, weighing on stocks as Wall Street banks kicked off the earnings season. In a renewed bout of weakness, a closely watched gauge of semiconductor powerhouses extended its plunge from a June record, while concerns linked to artificial intelligence propagate across sectors. Meantime, New York Fed President John Williams said he still sees one more interest-rate hike as appropriate this year.

On today's episode:

  • Herman Chan, Bloomberg Intelligence Senior US Banks Analyst
  • Mamadou-Abou Sarr, Founder & President at V-Square
  • Gautam Mukunda, Bloomberg Opinion Columnist
  • Natalia Emanuel, New York Fed Economist

See omnystudio.com/listener for privacy information.

Up next
Yesterday
The Staggering Costs of a Single Data Center, From Land to Chips
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFRoughly $750 billion. That’s how much Meta Platforms Inc., Amazon.com Inc., Microsoft Corp. and Google owner Alphabet Inc. are expected to devote to ca ... Show More
12m 50s
Oct 12
Trump-Putin Diesel Deal Draws Backlash
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFStocks fluctuated near all-time highs Monday as traders looked ahead to the start of the earnings season and inflation data that will be key in shaping ... Show More
30m 1s
Oct 12
SpaceX’s Wireless Threat Rises With Spectrum Deal
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFSpaceX investors are finally getting some reprieve after months of being whipsawed by volatility as the Elon Musk-led company’s stock breaks above the ... Show More
15m 9s
Recommended Episodes
Jun 2024
Mark Attanasio and Tom Werner Talk PGA's Future
Mark Attanasio, Co-Founder & Managing Partner, Crescent Capital Group; Chairman & Principal Owner, Milwaukee Brewers Baseball Club and Tom Werner, Chairman & Co-Founder, Fenway Sports Group speak with Bloomberg’s Jason Kelly about their vision for the future of PGA at the Bloombe ... Show More
19m 19s
Jun 2025
Marathon Asset Management Chairman & CEO Bruce Richards Talks Treasuries, Fed, Software Stocks
Marathon Asset Management founder and CEO Bruce Richards discusses the outlook for financial markets, Federal Reserve monetary policy and how he is investing in the current environment. He is joined by Bloomberg's Matt Miller, Sonali Basak, and Katie Greifeld.See omnystudio.com/l ... Show More
9m 31s
Sep 2023
Armen Panossian Talks Private Debt and Capital
Oaktree Capital Incoming Co-CEO Armen Panossian talks about the private capital sector with Bloomberg's Romaine Bostick and Katie GriefeldSee omnystudio.com/listener for privacy information. 
12m 32s
Jun 2025
AQR Founder & CIO Cliff Asness Talks Buying Opportunities
Cliff Asness, AQR Capital Management founder, talks about the current state of markets, his investing philosophy, where he sees buying opportunities and how President Donald Trump's policies could impact investors. He is joined by Bloomberg's Matt Miller, Katie Greifeld, and Sona ... Show More
17m 18s
Dec 2023
Mark Smucker Talks Portfolio Outlook
JM Smucker Co President and CEO Mark Smucker speaks on his company's portfolio outlook and retail expectations with Bloomberg's Guy Johnson and Alix Steel. See omnystudio.com/listener for privacy information. 
7m 1s
May 2025
Omega Advisors Chairman & CEO Leon Cooperman on Markets
Omega Advisors Chairman & CEO Leon Cooperman discusses today's down markets and Trump's fiscal policy. He speaks with Bloomberg's Alix Steel and Romaine Bostick.See omnystudio.com/listener for privacy information. 
14m 37s
Feb 2024
Thomas Palmer Talks Gold
Newmont Corp President/CEO Thomas Palmer speaks on commodity prices and the outlook of his company with Bloomberg's Romaine Bostick and Alix SteelSee omnystudio.com/listener for privacy information. 
5m 1s
Feb 2024
Savita Subramanian Talks Magnificent Seven Euphoria
Bank of America Securities Head of US Equity & Quantitative Strategy Savita Subramanian speaks on the "Maginificent Seven" tech rally and biggest market risks for 2024 with Bloomberg's Jonathan Ferro and Lisa AbramowiczSee omnystudio.com/listener for privacy information. 
8m 40s
May 2021
A Short-Term Pullback We Should Have Expected (Podcast)
Kristina Hooper, Chief Global Market Strategist at Invesco, gives her market outlook. Tableau CEO, Mark Nelson, discusses the future of enterprise technology and how analytics can transform business. Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, disc ... Show More
26m 17s