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The Tape episodes

  • Hacking the President's Phone is Straightforward, Weaver Says
    Nicholas Weaver, a security researcher at the International Computer Science Center at Berkeley, says it would be simple to hack Donald Trump's phone. Bloomberg's Ed Hammond discusses Unilever's decision to rebuff a $143 billion takeover bid from Kraft Heinz. Ken Goldstein, an economist at the Conference Board, speaks with Pimm Fox and Lisa Abramowicz about the latest Index of Leading Economic Indicators. Finally, Bloomberg's Matt Miller discusses the latest news from the Munich Security Conference.
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    29 min
  • Boeing Listened to Trump's F-35 Pentagon Calls, Capaccio Says
    Bloomberg's Tony Capaccio says Boeing's CEO was in the room listening to Donald Trump's calls to the Pentagon about the Lockheed Martin F-35 jet. Ward McCarthy, the chief financial economist at Jefferies, discusses rates, fixed income and the Fed. Jonathan Gruber, a professor of economics at MIT who is considered a key architect of Obamacare, discusses the Trump administration's proposed changes to health care. Finally, Bloomberg's Yalman Onaran tells Pimm Fox and Lisa Abramowicz that Trump's tax cuts could boost profit at the six largest U.S. banks by $12 billion.
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    30 min
  • Bloomberg's Riccadonna and Dean on Yellen and Dodd-Frank
    Bloomberg Intelligence's Carl Riccadonna and Nathan Dean discuss Janet Yellen's testimony to Congress and the state of play for Dodd-Frank. Then Ken Shea, a food, beverage and tobacco analyst at Bloomberg Intelligence, discusses earnings and provides an outlook for the spirits industry.
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    16 min
  • Flynn Not First Time U.S. Had Secret KGB Contact, Cohen Says
    Ariel Cohen, a senior fellow at the Atlantic Council, discusses the fallout of General Flynn's resignation and relations between Russian and the U.S. Then, Alex Nowrasteh, an immigration policy analyst at the Center for Global Liberty and Prosperity at the Cato Institute, discusses the outlook and issues surrounding the Trump administration's immigration policies. Finally, Phil Orlando, the chief equity strategist for Federated Global Investment Management, discusses markets, current investment strategy and the Fed.
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    24 min
  • Emerging Market FX Reserves Are Declining, Sassower Says
    Damian Sassower, a fixed income strategist for Bloomberg Intelligence, discusses declining foreign currency reserves held by emerging-market nations. Jeff Weiss, the chief technical analyst at Clearview Trading Advisors, and Bloomberg Intelligence's Yelena Shulyatyeva, compare technical analysis to economic forecasts for the markets. Lucas Shaw, a Bloomberg media and entertainment reporter, says Facebook is trying to break into the music industry and offer labels an alternative to YouTube. Finally, Brian Chappatta, a Bloomberg bond reporter, discusses his story about how America's biggest foreign creditors are dumping Treasuries.
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    32 min
  • China Isn't Ready to Make Concessions on Trade, Magnus Says
    George Magnus, a Bloomberg View columnist and an associate at Oxford University's China Centre, says China isn't ready to make the concessions the U.S. wants on trade policy. June Grasso, co-host of "Bloomberg Law," discusses the next steps for the Trump administration after an appeals court refused to reinstate the travel ban. Art Hogan, the chief market strategist at Wunderlich Capital Markets, speaks with Pimm Fox and Lisa Abramowicz about the markets and his investment strategy. Finally, Brian Rye, the senior healthcare policy analyst for Bloomberg Intelligence, discusses how Tom Price's confirmation as Secretary of Health and Human Services will affect Obamacare and its repeal.
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    32 min
  • Ten-Year Yield Could Fall Before Rising, Bianco Says
    Jim Bianco, president and founder of Bianco Research, says 10-year Treasury yields could fall below 2.3% before rising to 3%. Alex Zozaya, CEO of Apple Leisure Group, discusses investment opportunities for tourism and travel in Central America and Donald Trump's potential effect on the travel industry. Sarah Jane Mahmud, a government analyst for Bloomberg Intelligence in London, discusses the passage of Theresa May's Brexit bill. Finally, Shruti Singh, an agriculture companies reporter for Bloomberg, says the meat industry is bracing for a shortage of refugees needed to cut steaks.
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    28 min
  • Vogel Expects Fed Plan for Treasury Holdings by Year's End
    Jim Vogel, an interest rate strategist at FTN Financial, says he expects a plan from the Federal Reserve for its $400 billion of Treasury holdings by the end of 2017. Bloomberg Intelligence's Paul Sweeney discusses Disney and Time Warner. Alan Baum, a principal at Baum and Associates, a Michigan-based research firm, says the price of some cars could rise by $17,000 because of a border tax. Finally, Ruth David, an IPO and deals reporter for Bloomberg, discusses Saudi Aramco hiring Moelis to advise on what may be a $100 billion IPO.
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    28 min
  • Again Capital's Kilduff Expects Oil Prices to Fall to $42
    John Kilduff, a founding partner of Again Capital, says oil prices could fall to as low as $42. Tony Dwyer, Canaccord Genuity's chief market strategist, discusses markets and investing and why he's calling for stocks to fall in the "near term." Jordan Robertson, a Bloomberg technology reporter, says cybersecurity fears are creating a desire for alternative network equipment. Finally, Bloomberg's David Welch discusses GM's earnings and outlook.
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    28 min
  • Fox Has Best Exposure to Global Growth of Pay TV, Sweeney Says
    Paul Sweeney, director of North American research and a media analyst for Bloomberg Intelligence, discusses media earnings and says 21st Century Fox has the best exposure to the global growth of pay TV. Scott Rothbort, president of Lakeview Asset Management, tells Pimm Fox and Lisa Abramowicz why he is short Chipotle. John Wobensmith, president of Genco Shipping, discusses dry bulk commodities in China and the supply-demand outlook for 2017. Finally, Charles Peabody, the managing director at Compass Point Research & Trading, discusses the possibility of U.S. banks returning more than $100 billion in capital to investors if Donald Trump succeeds in loosening regulation.
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    30 min

About The Tape

From the publisher's feed

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