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The Tape episodes

  • P&L: Bloomberg's Meyer on the Sense of Growing Alarm in Kremlin
    Henry Meyer, a politics reporter for Bloomberg in Moscow, discusses the Kremlin's growing fears that a meaningful detente with the U.S. may not be achieved. John Augustine, CIO of Huntington Bank, discusses the Fed, the economy and investing under a Donald Trump administration. Jonathan Bernstein, a columnist for Bloomberg View, tells Pimm Fox and Lisa Abramowicz why hundreds of still-empty staff positions could cause Trump's administration to struggle. Finally, Alan Bjerga, co-host of Bloomberg Radio's "Politics Policy and Power," discusses Sonny Perdue being nominated for agriculture secretary, key issues for the agriculture sector and Steven Mnuchin's confirmation hearing.
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    28 min
  • P&L: Puzder May Drop Out, BNA's Ognanovich says (Correct)
    Nancy Ognanovich, a senior reporter at Bloomberg BNA, discusses the Senate hearings on Donald Trump's cabinet picks and tells co-hosts Pimm Fox and Lisa Abramowicz that Andrew Puzder may drop out of the running for Labor Secretary. Ira Millstein, a senior partner at Weil, Gotshal & Manges LLP and an adjunct professor at Columbia Law School, talks about his new book, "The Activist Director: Lessons From the Boardroom and the Future of the Corporation." Julian Lee, an oil strategist for Bloomberg in London, discusses OPEC's pricing bubble. Finally, Paul Sweeney, the director of North American research and media analyst for Bloomberg Intelligence, previews Netflix's earnings.\u0010\u0010(Corrects headline to attribute speculation about Andrew Puzder to Nancy Ognanovich, a senior reporter at Bloomberg BNA)
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    27 min
  • Bloomberg’s Welch on GM: Already in the Works, Mostly Posturing
    David Welch, Detroit Bureau chief for Bloomberg, on GM announcing $1 billion in US investments, answering to pressure from Trump. Rob Hutton, UK government and politics reporter for Bloomberg, on Theresa May's outline to take the UK out of the single market. Joe Carroll, Energy Americas reporter for Bloomberg, on Exxon buying Permian Basin assets from the Bass Family. Mike Bailey, CFA, Director of Research at FBB Capital Partners, on his bullish outlook for healthcare and industrials.
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    28 min
  • P&L: Fed Won't Be in a Position to Raise Rates in February
    Ward McCarthy, the chief economist at Jefferies, discusses the Fed and gives his global economic outlook for 2017. John Lauerman, a health care reporter for Bloomberg, tells Pimm Fox and Lisa Abramowicz about the dwindling number of hospitals in America and how undoing Obamacare could make it worse. Alison Williams, a senior banks analyst for Bloomberg Intelligence, discusses bank earnings. Finally, Bloomberg's Jamie Butters talks about potential penalties for emissions cheating charges for Fiat Chrysler.
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    26 min
  • P&L: Apple Could Bundle New Original Content Business
    John Petrides, a managing director and portfolio manager at Point View Wealth Management, says Apple could build a significant new business in original shows and movies. Liz Ann Sonders, chief investment strategist at Charles Schwab & Co, gives her 2017 market outlook. Bloomberg's Max Nisen discusses biotech and pharma investors continually getting blindsided by Donald Trump. Finally, Brian Rye, a senior health care policy analyst for Bloomberg Intelligence, discusses Senate republicans taking first measures for an Obamacare repeal.
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    28 min
  • P&L: Tough Questioning in Tillerson Hearing is Bipartisan
    Bloomberg's Steven Dennis discusses the Congressional hearings for Donald Trump's cabinet picks. Mike Materasso, senior vice president and co-chair of Franklin Templeton's Fixed Income Policy Committee, talks to Pimm Fox and Lisa Abramowicz about monetary/fiscal policy and geopolitical risks on the fixed income and currency markets. Chris Strohm, a national security reporter for Bloomberg, discusses President-elect Trump being informed that he was compromised by the Russians in an unsubstantiated intelligence report. Finally, James Crombie, editor of Bloomberg Briefs, talks about the top-ranked forecasters' predictions for U.S. growth, inflation, trade and Trump.
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    33 min
  • P&L: The Global Nature of the Auto Industry
    Bob Carter, president of Toyota North America, discusses the new Camry and the global nature of the auto industry. Nancy Ognanovich, a senior reporter at Bloomberg BNA, talks to Pimm Fox and Lisa Abramowicz about the Senate hearings on Donald Trump's cabinet picks. Johan de Nysschen, president of Cadillac, discusses Cadillac's new car subscription service in NYC and the importance of the V-series to the brand. Joe Hinrichs, president of the Americas at Ford, discusses new electrified vehicles and investment in new jobs in Michigan.
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    25 min
  • P&L: Volvo Will Start Producing Cars in U.S. by Mid-2018
    Volvo's Lex Kerssemakers discusses Volvo's comeback and says the company will start producing cars in the U.S. by mid-2018. Kevin Tynan, a senior auto analyst for Bloomberg Intelligence, and Bloomberg Detroit Bureau Chief David Welch talk to Pimm Fox and Lisa Abramowicz about the themes and highlights from the auto industry at the North American International Auto Show. Sam Slaughter, chairman of the show, discusses Automobili-D, displaying the connected, high-tech, automotive digital future. Finally, Alan Batey, GM's executive vice president and president for North America, discusses Mexico manufacturing and Chevrolet's business health.
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    27 min
  • P&L: AT&T-Time Warner Will Merge, But Will Be Dwarfed by Rivals
    Porter Bibb of Mediatech Capital Partners gives an outlook for the AT&T-Time Warner merger and discusses Megyn Kelly and Greta Von Susteren moving to NBC from Fox. Dr. Alex Lidow, CEO and co-founder of Efficient Power Conversion, talks about EPC's chips being used in wireless consumer electronics and the future of car technology. Bloomberg's Daniel Moss speaks with Pimm Fox and Lisa Abramowicz about China preparing to retaliate if Donald Trump raises trade barriers. Finally, Urs Dur, CFO of TBS Ocean Logistics, discusses the outlook for global bulk and shipping in 2017.
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    28 min
  • P&L: 2017's 'Bunny' Market That Hops Around But Doesn't Get Far
    Jim Paulsen, chief investment strategist and economist at Wells Capital Management, sees a "bunny" market in 2017. Ellen Zentner, chief U.S. economist at Morgan Stanley, gives her 2017 U.S. consumer outlook. Bloomberg's Vincent Cignarella discusses five ways the dollar rally may end if Donald Trump's policies fail. Finally, Willis Sparks, the director of global macro at Eurasia Group, tells Pimm Fox and Lisa Abramowicz the top risks for 2017 and why we are entering a global geopolitical recession.
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    32 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.