Bloomberg Intelligence

Matt Maley, an equity strategist at Miller Tabak & Co., talks about bank earnings and why Congress needs to shoulder responsibility for the lack of fiscal policy. Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about news that Senator McConnell is floating a potential bipartisan fix of Obamacare. Sal Gilbertie, the president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, discuss agricultural commodities and how the drought and demand could impact wheat and corn prices. Finally, Bloomberg's Laura Keller says Wall Street is dulled by a renewed trading slump.

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Jim Bianco, the president and founder of Bianco Research, talks about the fixed income market, investing, inflation and the Fed. Jitendra Waral, a global Internet and consumer electronics analyst at Bloomberg Intelligence, previews Amazon Prime Day. Andy Steuerman, the head of middle market lending and late state lending groups at Golub Capital, discusses their recent PetVet loan facility deal and trends in the private equity landscape. Finally, Damian Sassower, a fixed income strategist at Bloomberg Intelligence, talks about the recent weakness in emerging market debt.

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Eurasia Group's Mujtaba Rahman talks about the power shift taking place at the G-20 summit in Hamburg, Germany. Joe Deaux, a metals and mining reporter at Bloomberg, tells Pimm Fox how Americans will pay the price if Trump taxes foreign metals. Andrew Chamberlain, the chief economist at Glassdoor, discusses the June jobs report, trends in hiring and the dominance of the health-care sector on jobs. Finally, Michael Riley, a cybersecurity reporter at Bloomberg, talks about the news that Russians are said to be suspects in nuclear site hackings -- attacks that could pave the way to disrupt the U.S. electric grid.

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Salim Morsy, an advanced transport analyst at Bloomberg New Energy Finance, says electric cars will be dominating the market by 2040. Thierry Wizman, a global interest-rate strategist at Macquarie Capital, tells Pimm Fox why the drop in oil prices will suppress an upturn in 10-year bond yields, even if the Fed continues with its plans to raise rates. Tom Orlik, the chief Asia economist at Bloomberg Intelligence, talks about China, G-20 and the Fed. Finally, Eli Lake, a Bloomberg View columnist, discusses the options the U.S. has with North Korea: acquiescence or war.

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Stephen Schork, president of the Schork Group, gives his oil outlook and technical analysis of the energy markets. Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses next-generation China ETFs and how they can provide easy exposure to investing opportunities. Finally, George Young, a partner and portfolio manager at Villere Funds, talks about U.S. equities and current stock picks.

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Nick Wadhams, a foreign policy reporter at Bloomberg, says we are seeing a "sidelining" of the U.S. State Department. Joe Mysak, an editor at Bloomberg Brief, discusses news that Illinois is racing to cobble together a budget deal as a downgrade to junk looms. James Manyika, a senior partner at McKinsey & Co. and chairman of McKinsey Global Institute, says America can bring back factories, but not jobs. Finally, Bill Smead, CEO of Smead Capital Management, talks about the competitive landscape of business in the U.S.

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Brian Egger, senior gaming and lodging analyst at Bloomberg Intelligence, says Marriott has had a 20 percent inbound decline from Mexico and the Middle East since Trump announced plans for a travel ban. Bloomberg's Robert Langreth talks about the IRS probe into a charity funded by drugmakers. Ex-U.S. Transportation Secretary James Burnley tells Pimm Fox and Lisa Abramowicz why privatizing air traffic control will be positive. Finally, Brooke Sutherland, a Bloomberg Gadfly columnist covering deals, talks about why Walgreens scrapped its Rite-Aid takeover and will buy 2,186 stores instead and why Sycamore is getting a rock-bottom price for Staples.

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Tom Metcalf, a financial reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz about the hot new thing in tax avoidance: insurance dedicated funds that are gaining popularity among the wealthy. Robert Knapp, CEO of Cyberghost, talks about why government national security agencies are to blame for the Petya malware cyberattack that has spread globally. Joe Mysak, a municipal bond editor at Bloomberg Brief, discusses the latest news in Puerto Rico, including government lawyers claiming they have no fiduciary duty to protect creditors and should protect residents first. Finally, Charles Biderman, founder of TrimTabs Asset Management, talks about launching the TrimTabs All Cap International Free-Cash-Flow ETF and why companies that fund their buybacks with free cash flow over debt tend to outperform.

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Alan Baum, principal at Baum and Associates, and Bloomberg Intelligence's Anand Srinivasan discuss how the Avis-Waymo and Hertz-Apple partnerships are gathering critical data for a driverless future. Tom Hoops, executive vice president and head of business development at Legg Mason, talks about how active managers have to step it up to remain relevant and how new active ETFs are key to the future. Bloomberg Intelligence's Josh Yatskowitz and Matthew Kanterman discuss Sprint's reported talks with Charter and Comcast on a wireless deal. Finally, Simon Ballard, a global credit strategist at Bloomberg in London, talks about Mario Draghi signaling that the ECB will be paring down its bond buying program.

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Henry Olsen, a senior fellow at the Ethics & Public Policy Center, talks about his new book, "The Working Class Republican: Ronald Reagan and the Return of Blue-Collar Conservatism." Mike Buchanan, deputy chief investment officer at Western Asset Management, tells Lisa Abramowicz why income investors need to look beyond traditional bond portfolios. Bloomberg’s Lynnley Browning says the corporate tax rate is likely to land at 28 percent instead of the historic 15 percent President Trump has promised. Finally, Bloomberg Gadfly columnist Lionel Laurent discusses news that Italy is committing $19 billion for Veneto banks in its biggest bank rescue on record.

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