Bloomberg Intelligence

Ernesto Ramos, the head of equities at BMO Global Asset Management, discusses his contrarian view that the U.S. economy has peaked and that we aren't in a higher-growth environment. Patrick Chovanec, chief strategist at Silvercrest Asset Management, talks about Moody's decision to downgrade China. Bloomberg's Mario Parker discusses how Carl Icahn reaped a $60 million windfall in his energy company after using his position as a Trump adviser to influence regulations. Finally, Joel Stern, the chairman and CEO of Stern Value Management, talks about Fed policy, excessive regulation and the outlook for inflation.

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Live from the National Postal Forum in Baltimore, Maryland. Kristin Seaver, chief information officer and executive vice president of the United States Postal Service, discusses mail intelligence engineering platforms, staying competitive and new technology. Bloomberg BNA's Jonathan Nicholson talks about Trump's budget proposal and highlights from Mick Mulvaney's briefing. Chris Hewlett, the manager of U.S. drone powered solutions at Pricewaterhouse Coopers, discusses drones and how they will matter to businesses. Finally, Pritha Mehra, the vice president of mail entry and payment technology at USPS, talks about USPS' payment systems and how it is modernizing and enhancing the customer experience.

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Narayana Kocherlakota, a Bloomberg View columnist and the former Minneapolis Fed president, discusses what he calls the Fed's $2 trillion mistake and why economic forecasting is still broken. Michael Arnold, Bloomberg's bureau chief for Israel and Palestinian territories, talks about President Trump's trip to the Middle East. David Zervos, the chief market strategist at Jefferies LLC, discusses how excessive regulation has stymied GDP growth. Finally, Keith Naughton, auto editor-at-large at Bloomberg in Detroit, talks about Ford CEO Mark Fields being replaced by turnaround specialist Jim Hackett, the head of Ford's Smart Mobility subsidiary.

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Geoffrey Dennis, the head of global emerging market strategy at UBS Securities, discusses emerging markets and Brazil. Mike McGlone, a commodities strategist at Bloomberg Intelligence, talks about the "stars aligning" for commodities. Bloomberg Intelligence's Nathan Dean discusses tax reform, Steven Mnuchin's testimony on Glass-Steagall and Republican efforts to reform the Fed. Finally, Marty Schenker, senior executive editor of global economics and government at Bloomberg, talks about Trump's middle east trip and the "swamp striking back" with the appointment of special counsel Robert Mueller.

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Bloomberg's David Wilson and Vivianne Rodrigues tell Lisa Abramowicz explain how Brazil's corruption crises are roiling the markets. Then, Max Abelson, a Bloomberg finance reporter, talks about the key takeaways from Steven Mnuchin's testimony before Congress.

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Kunal Kapoor, CEO of Morningstar Inc., discusses passive vs. active funds and the financial services industry. Doug Borthwick, the managing director and head of FX at Chapdelaine & Co., talks about the dollar's reaction to the continued chaos in the White House. Andrew Martin, a legal editor at Bloomberg News, talks about how the Comey memo could thrust President Trump into a legal quagmire. Finally, Srinivas Thiruvadanthai, the director of research at the Jerome Levy Forecasting Center, discusses the Fed dilemma, high yield bonds and housing bubbles in Canada and Australia.

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Jim Woolsey, former director of the CIA, gives an insider's perspective on Trump's reported leak of highly classified intelligence to Russian diplomats. Bloomberg's Steven Dennis talks about how Senate Majority Leader Mitch McConnell is playing sheriff to White House spending. Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, discusses emerging market energy debt and why investors still like EM debt. Finally, former U.S. Secretary of Transportation Ray LaHood and former Pennsylvania Governor Ed Rendell discuss the latest bipartisan efforts to increase investment in America's transportation, water, technology and energy systems.

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Michael Coden, who heads the cybersecurity practice at BCG Platinion and is also associate director of the MIT Cybersecurity Research Consortium, discusses the WannaCry pandemic. Toluse Olorunnipa, a White House reporter at Bloomberg, talks about reports that White House staff are on the chopping block and U.S. lawmakers are requesting Comey-related tapes. David G. Dietze, the president and chief investment strategist at Point View Wealth Management, discusses the outlook for markets and current investment strategy. Finally, Karen Mills, the former SBA administrator and a senior fellow at Harvard Business School, talks about the need for bipartisan small business legislation and the impact that Dodd-Frank reform could have on small businesses.

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David Beattie, a senior vice president at Moody's, discusses Moody's decision to cut Canadian bank ratings. Ken Doyle, a senior editor at Bloomberg BNA's Money and Politics Report, talks about Trump's order to Kris Kobach, a well-known advocate for reduced immigration, on a new panel to probe fraudulent voting. Seema Shah, a consumer analyst at Bloomberg Intelligence, and Burt Flickinger, a managing director at Strategic Resource Group, discuss April retail sales, JC Penney earnings and Walmart turning the heat on Target. Finally, Jim Riccitelli, co-CEO of Unison Home Ownership Investors, talks about institutional investors helping homeowners with downpayments.

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Mitchell Krebs, president of The Silver Institute and president/CEO of Coeur Mining, Inc., discusses the state of silver and the global ramification of the annual World Silver Survey. John Butler, senior telecom services and equipment analyst at Bloomberg Intelligence, talks about Verizon beating out AT&T to buy Straight Path for $3.1 billion and what it means for the telecommunications landscape. Craig Bouchard, CEO of Braidy Industries, discusses his company's $1.3 billion investment to build an aluminum rolling mill in Kentucky. Finally, Keith Naughton, Bloomberg's auto editor at large, says Ford is turning up the heat on CEO Mark Fields.

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