300 episodes

Paul Sweeney and Lisa Abramowicz focus on market coverage as Wall Street begins its day, with analysis from Bloomberg Opinion writers, Bloomberg Intelligence analysts, and influential newsmakers.

P&L With Paul Sweeney and Lisa Abramowicz Bloomberg

    • Investing

Paul Sweeney and Lisa Abramowicz focus on market coverage as Wall Street begins its day, with analysis from Bloomberg Opinion writers, Bloomberg Intelligence analysts, and influential newsmakers.

    U.S. Recovery Not Likely Until End of Q3: Bart Van Ark

    U.S. Recovery Not Likely Until End of Q3: Bart Van Ark

    Bart Van Ark, Chief Economist at the Conference Board, on consumer confidence and an update to their U.S. economic forecast for 2020. Julian Lee, Bloomberg oil strategist and Opinion columnist, on oil markets and Trump's call with Putin. Scott Clemons, Chief Investment Strategist for Brown, Brothers Harriman, discusses his current market strategy. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses inflation and Fed stimulus.

    • 28 min
    Commercial Real Estate Set Up For 'Profound' Recovery: MMI CEO

    Commercial Real Estate Set Up For 'Profound' Recovery: MMI CEO

    Hessam Nadji, CEO of Marcus and Millichap (NYSE:MMI), on what's happening to commercial real estate as the coronavirus shuts down businesses, retailers and hotels. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on the oil price plunge and the Saudis flooding the market. Greg Hahn, Chief Investment Officer for Winthrop Capital Management, on opportunities in the credit markets. David Welch, Bloomberg Detroit Bureau Chief, discusses GM making ventilators with partner Ventec.

    • 28 min
    Casual Dining Chains Could Lose 75% of Sales: BI's Halen

    Casual Dining Chains Could Lose 75% of Sales: BI's Halen

    Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on the Covid-19 outlook for North America restaurants. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on emerging markets and the dollar. Adam Levitin, Georgetown Law Professor and former special counsel to the Congressional Oversight Panel of TARP, on how to get money to small businesses fast. Bloomberg stocks editor Dave Wilson, and Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, discuss market drivers and the record 3.3 million jobless claims.

    • 28 min
    Structural Changes To Society Will Reshape Post-Virus Economy

    Structural Changes To Society Will Reshape Post-Virus Economy

    Frances Donald, Managing Director, Chief Economist & Head of Macro Strategy at Manulife Investment Management, on her prognosis for the economy. Dr. Leana Wen, emergency physician, public health professor at George Washington University, and former Health Commissioner for Baltimore, discusses the health impact of President Trump's plan to reopen the economy by Easter. Hans Olsen, CIO of Fiduciary Trust Company in Boston, on seeing the beginning phases of a market bottom. Aaron Dunn, Co-Director of Value Equity Investing and portfolio manager at Eaton Vance, discusses gaming out the other side of the coronavirus impact.

    • 29 min
    Fed Balance Sheet Will Be At $9 Trillion Next Year: BI's Jersey

    Fed Balance Sheet Will Be At $9 Trillion Next Year: BI's Jersey

    Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the new Fed facilities, and the Fed balance sheet. Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, on today's equity bounce and where the bottom is. Gary Shilling, President of A. Gary Shilling & Co., and a Bloomberg Opinion columnist, discusses his recent column: "A Look at Economies and Markets After Covid-19." Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor to Housing Wire, on the housing market and the mortgage melt-down. Hosted by Lisa Abramowicz and Paul Sweeney

    • 30 min
    American Consumers Weakening Even Before Virus: DB's Slok

    American Consumers Weakening Even Before Virus: DB's Slok

    Torsten Slok, Deutsche Bank Chief Economist, on the severe recession to come. Michael McKee, International Economics & Policy Correspondent for Bloomberg, on the Fed signalling unlimited QE for companies and municipalities. Kit Juckes, Global Fixed Income Strategist for Societe Generale, discusses the mad scramble for dollars. Michael Sonnenfeldt, Chairman of TIGER 21, on how their ultra-wealthy and entrepreneurial members are navigating the coronavirus to preserve wealth.

    • 27 min

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