Podcast appearances and mentions of jane foley

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Best podcasts about jane foley

Latest podcast episodes about jane foley

Liquid Assets: A Beverage Industry Podcast
Recession risk, Trump's objectives, and the beginning of a new world order

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later May 12, 2025 56:11


Economics power duo Jane Foley and Christian Lawrence return to give context to the first 100 days of the Trump administration, its impact on global economics, and the long-term impact of the US' changing relationship with the rest of the world.     Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.

Liquid Assets: A Beverage Industry Podcast
The 2025 economic outlook

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Jan 15, 2025 51:31


Economics power duo Jane Foley and Christian Lawrence return to discuss the outlook for economic growth and the potential impact of tariffs and the Trump presidency in 2025. Have a question, qualm, or story to tell? Reach out via email: Bourcard.Nesin@rabobank.com Sign up to access our written research: RaboResearch sign-up Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.

Come To Your Senses with Mary Lofgren
The Secrets of Feminine Glamour with Laura Jane Foley

Come To Your Senses with Mary Lofgren

Play Episode Listen Later Aug 14, 2024 46:04 Transcription Available


Oh my friend, do we have a true piece of maple candy for the soul today! It is my absolute pleasure, joy, and delight to introduce you to my muse, dear friend, and past-life sister in enchantment, Laura Jane Foley.Laura Jane is a true artist of life.Everything about this episode seduces.  From Laura Jane's mesmerizing voice to the delicate jangle of her bracelets, her presence is pure enchantment.She is my go-to model for living as our full, sensual, legend-in-the-flesh, and I know you'll be purring in her lap, just as I was, in no time.Here are just a few of the gems you'll receive:How true glamour is an act of self-enchantmentThe secrets to radiating confidence and style, even when you're working from home and feeling like a crusty troll

Bloomberg Surveillance
Single Best Idea with Tom Keene: Francois Trahan, Jane Foley, & Nick Colas

Bloomberg Surveillance

Play Episode Listen Later Apr 26, 2024 6:24 Transcription Available


Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Francois Trahan and Jane Foley with a special appearance from Nick Colas. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Liquid Assets: A Beverage Industry Podcast

Economic power duo Jane Foley and Christian Lawrence return to discuss the outlook for a recession, interest rates, inflation, and consumer spending and how these economic trends could impact food and beverage companies as we enter the new year.   Rabobank clients can sign up for our research via this link: research.rabobank.com. Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. 

Bloomberg Surveillance
Bloomberg Surveillance: Sam Altman to Microsoft

Bloomberg Surveillance

Play Episode Listen Later Nov 20, 2023 32:58 Transcription Available


Mandeep Singh, Bloomberg Intelligence Sr. Technology Analyst, breaks down the shifting AI landscape amid Sam Altman's move to Microsoft. Andrew Hollenhorst, Citi US Chief Economist, says there is no urgency for the Fed to cut rates. Terry Haines, Pangaea Policy Founder, discusses troubling new poll numbers for President Biden. Jane Foley, Rabobank Head of FX Strategy, says 2024 could see major changes in the foreign exchange market. Mike Froman, Council on Foreign Relations President, says that bipartisan consensus on foreign policy and national security still remains despite the US never being more politically polarized.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Bloomberg Surveillance
Surveillance: Kettner: Bullish tech

Bloomberg Surveillance

Play Episode Listen Later Sep 19, 2023 31:37 Transcription Available


Max Kettner of HSBS says tech still has room to run over the next few weeks. Ed Yardeni, Yardeni Research President sees a higher chance of a US recession than he did before. Jane Foley, Rabobank Head of FX Strategy, says the euro will feel the impact of global crises more than the US dollar. Simon French, Panmure Gordon Chief Economist and Head of Research looks ahead to Thursday's BOE rate decision. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Bloomberg Surveillance
Surveillance: BOJ Jolt with BNY Mellon's Yu

Bloomberg Surveillance

Play Episode Listen Later Jul 28, 2023 36:17 Transcription Available


Geoff Yu, BNY Mellon Sr. Market Strategist, says "everything is on the table" for the BOJ after they announced a surprise loosening of yield curve controls. Jonathan Pingle, UBS Chief US Economist, says the US is still a long way from price stability. Jane Foley, Rabobank Head of FX Strategy, says the BOJ's surprise yield curve actions were to "take themselves away from being pushed into a corner by market conditions." Steve Chiavarone, Federated Hermes Head of Multi-Asset Solutions, sees core CPI at 3.9% this year. Jay Pelosky, TPW Advisory Principal & Founder, says "we're at the end of the rate hiking cycle in the west." Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Liquid Assets: A Beverage Industry Podcast
Consumer Demand – Going Beyond the Headline Data

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Jul 27, 2023 46:36


Liquid Assets hosts Stephen Rannekleiv and Jim Watson sit down with Rabobank economists Christian Lawrence and Jane Foley to dig beneath the headline consumer data and provide a clearer view on where demand (and the economy) is heading in the second half of 2023.

P&L With Paul Sweeney and Lisa Abramowicz
Microsoft, Inflation, Banks, TMT, and Prime Day

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jul 11, 2023 56:07


Jen Rie, Senior Litigation Analyst with Bloomberg Intelligence, joins to discuss Microsoft winning a court nod to buy Activision in a loss for the FTC. David Schassler, Portfolio Manager and Head of Quantitative Investment Solutions at VanEck, discusses inflation and his Inflation Allocation ETF (RAAX). He can also discuss broad markets, real assets, asset allocation, rates, and yields. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss proposed capital requirements from Fed Vice Chair Michael Barr and previews bank earnings. John Butler, Senior TMT analyst with Bloomberg Intelligence, joins to discuss telecom and media. Jane Foley, Managing Director and Head of FX Strategy at Rabobank, joins to discuss dollar strength and the impact of inflation. Bloomberg host Kailey Leinz joins us from Washington to give us the latest on the LIV Golf Senate hearing and what lawmakers are saying. Martha Heller, CEO and founder of Heller Search Associates, discusses open tech roles and outlook for tech hiring amid a softening jobs report and economic uncertainty ahead. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
FX, Twitter CEO, and ESG ETFs (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 12, 2023 47:09


Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the new Twitter CEO. Bloomberg's Bailey Lipschultz also joins. Jane Foley, Managing Director and Head of FX Strategy at Rabobank, joins to discuss dollar strength and the impact of inflation and a potential debt default on US currency. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Dan Ives, Senior Equity Analyst at WedBush Securities, explains why he thinks Linda Yaccarino potentially becoming the next CEO of Twitter would be a “home run.” Mark Douglas, CEO at MNTN, also joins to talk about the NBC shakeup and streaming wars. He can also discuss its impact on Peacock and streaming, as well as Tesla. Shaheen Contractor, ESG Research Analyst with Bloomberg Intelligence, joins to discuss the backlash causing ESG ETF closing. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Bank Earnings, Retail Sales, Dollar Weakness, and Airlines

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 14, 2023 52:54


Sonali Basak, Bloomberg Wall Street Reporter, and Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join the show for the weekly Friday wall street roundup, discussing bank earnings and other wall street news. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the latest retail sales figures and consumer strength. Jane Foley, Managing Director and Head of FX Strategy at Rabobank, joins to discuss the weakening of the dollar and euro strength amid economic uncertainty. Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, joins to break down PNC earnings and other things we learned about regional bank on earnings day for big banks. Simone Foxman, reporter with Bloomberg News and Television, joins to discuss airlines and energy, focusing on Boeing's recent production issue, airline earnings, and how oil prices and sticky inflation affect consumer travel and spending. Huw van Steenis, partner at Oliver Wyman, joins the program to discuss the latest on financial stability in the banking sector, in the US and globally. Hosted by Kriti Gupta and Jess Menton.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance
Surveillance: Weighing Equities with Kettner

Bloomberg Surveillance

Play Episode Listen Later Jan 25, 2023 27:22 Transcription Available


Max Kettner, HSBC Chief Multi-Asset Strategist, says he's not 'massively bullish' on equities just yet. Jane Foley, Rabobank Head of FX Strategy, says we could get a 'slightly less dovish' Bank of Japan when Kuroda steps down as governor. Binky Chadha, Deutsche Bank Chief Global Strategist & Head of Asset Allocation, sees the market going sideways in 2Q. William McDonough, Elements Funds Founder, CEO & Lead Portfolio Manager, discusses Tesla ahead of its earnings. See omnystudio.com/listener for privacy information.

Liquid Assets: A Beverage Industry Podcast
The 2023 Economic Outlook

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Jan 24, 2023 54:28


Economist power duo Jane Foley and Christian Lawrence return to discuss the most important economic trends heading into the new year and what a potential recession, persistent inflation, labor shortages, and a cost-of-living crisis for lower-income consumers could mean for the beverage industry. 

Bloomberg Surveillance
Surveillance: Labor Market with Richardson

Bloomberg Surveillance

Play Episode Listen Later Jan 9, 2023 26:30


Nela Richardson, ADP Chief Economist, says the US still has a strong and robust labor market, but it is at risk of higher wage pressure.Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, explains why she favors small caps right now. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's not yet time to signal an "all clear" for bonds. Jane Foley, Rabobank Head of FX Strategy, says it's a new world for euro-dollar. See omnystudio.com/listener for privacy information.

richardson surveillance labor market macro strategies nela richardson fx strategy lori calvasina us equity strategy jane foley mike schumacher
The NeighbourFood Podcast
Irish CBD oil producers and hemp farmers Daniel Lyons and Laura Jane Foley on Wild Atlantic Hemp & Hemp4Soil Project

The NeighbourFood Podcast

Play Episode Listen Later Dec 12, 2022 45:09


Daniel Lyons and Laura Jane Foley have been growing hemp in County Clare since 2018 under the name Wild Atlantic Hemp. The husband and wife team have trialed different varieties of hemp on their farm to see what suited the growing conditions on the aptly-named Wild Atlantic Way. They process the flower of the plant to make cannabidiol (CBD) oil from their own hemp and that of other Irish farmers. This is an exciting listen about a group of farmers who are blazing the trail for a crop that could massively contribute to a greener planet. We spoke about the many uses of hemp in our lives, the science, the processes, the challenges, and of course, the regulatory complications as this market and potential super crop explodes worldwide. We also chat about the Hemp4Soil project, a Regenerative Farming Experiment in Loop Head in conjunction with ten local farmers, who were encouraged to grow an acre of hemp to see how hemp not only improves the overall quality of the soil and benefits local biodiversity, but could also provide sustainable income streams to the farmers in the future.And in a very exciting turn for our podcast, we have a special offer! A Free 5ml bottle of CBD Oil shipped out to your door. No catch…. but you'll have to listen to find out how. Find out more on wildatlantichemp.com Hosted on Acast. See acast.com/privacy for more information.

Liquid Assets: A Beverage Industry Podcast
Get Ready for an Energy Crisis!

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Nov 2, 2022 40:12


An energy crisis caused by the Russian invasion of Ukraine is devastating the European economy. There is a global shortage of diesel, the go-to fuel source for the trains, trucks, and ships that support economic activity around the world. And greenhouse gas emissions are rising as households, governments, and businesses scramble for affordable, yet dirtier, sources of energy. Rabobank's energy strategist Joe DeLaura and head of FX strategy Jane Foley join us to explain how we arrived at this crisis and why it might take a decade to address the underlying causes.

Bloomberg Surveillance
Surveillance: Fed Downshift with Emanuel

Bloomberg Surveillance

Play Episode Listen Later Nov 1, 2022 32:28


Julian Emanuel, Evercore ISI Equity Derivatives & Quantitative Strategist, thinks the Fed is about to downshift. Amos Hochstein, Special Presidential Coordinator for Global Infrastructure and Energy Security, says the US still maintains ties with Saudi Arabia despite the “significant disagreement” over the OPEC+ decision to cut oil output. Jane Foley, Rabobank Head of FX Strategy, says central banks would love to see a reversal in dollar strength. Carl Riccadonna, BNP Paribas Chief US Economist, says the Fed is eager for a downshift. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance
Surveillance: UK Fiscal Plan

Bloomberg Surveillance

Play Episode Listen Later Sep 30, 2022 24:41


Andrew Griffith, UK Financial Secretary to the Treasury and City Minister, says the UK Government, the OBR and the Bank of England are all working in a coordinated fashion. Jane Foley, Rabobank Head of FX Strategy, says the pound still remains very vulnerable. Regina Mayor, KPMG Global Head of Energy, is optimistic about the European energy picture in in the near term. Jim Paulsen, The Leuthold Group Chief Investment Strategist, says thinks the Fed is close to a blink on policy. See omnystudio.com/listener for privacy information.

Sky News Daily
What's happening with the UK economy?

Sky News Daily

Play Episode Listen Later Sep 28, 2022 18:18


Since the government's tax-cutting mini-budget last week, the pound has hit record lows against the dollar, mortgage providers have pulled hundreds of products and there has been damning criticism from the International Monetary Fund and an emergency intervention by the Bank of England. Critics have accused Liz Truss, the prime minister, and Kwasi Kwarteng, the chancellor, of being “economically illiterate”. On the Sky News Daily, Niall Paterson looks at the economic arguments and the market reaction. He's joined by Sky News business presenter Ian King, Martin Weale, a former member of the Bank of England's Monetary Policy Committee, and Jane Foley, a senior strategist at Rabobank. Producers: Soila Apparicio and Emma Rae Woodhouse Interviews Producer: Alys Bowen Podcast Promotion Producer: David Chipakupaku Editors: Philly Beaumont and Paul Stanworth

World Business Report
Pound hits all-time low against the US dollar

World Business Report

Play Episode Listen Later Sep 26, 2022 27:46


Sterling falls to historic low as markets react to the UK's biggest tax cuts in 50 years. The level of public borrowing to fund the government's plans concerns investors. We talk to Jane Foley, currency strategist at Rabobank. Giorgia Meloni is set to become Italy's new Prime Minister after her right-wing coalition triumphed in this weekend's elections. What will be the focus of her economic policy? We ask Michele Geraci, former undersecretary of state at the Italian Ministry of Economic Development. The Organisation for Economic Cooperation and Development (OECD) is predicting a 2.8-trillion-dollar hit to the global economy next year as the war in Ukraine continues, and the resulting inflation crisis takes its toll on demand. We hear more from Alvaro Pereira, the OECD's acting chief economist. The video-sharing app TikTok could face a fine as high as 29 million US dollars after authorities in the UK found that the company may have failed to protect the privacy of users. The BBC's tech reporter Shiona McCallum tells us the details. The re-release of Avatar has brought in $30 million across global box offices this weekend. Rob Arthur, the director at the cinema and entertainment advisory service Paguro Ideas explains why the movie is so popular.

Bloomberg Surveillance
Surveillance: Earnings Revision with Sheets

Bloomberg Surveillance

Play Episode Listen Later Sep 16, 2022 33:17


Andrew Sheets Morgan Stanley Chief Cross Asset Strategist, says we are into the thick of what we think is going to be a disappointing earnings revision lower. Jane Foley, Rabobank Head of FX Strategy, says she can't dismiss the possibility of parity between the British pound and the US dollar. Subadra Rajappa, Societe Generale US Rates Strategy Head, says all assets are very correlated right now. José Antonio Ocampo, Colombia Finance Minister, discusses the impact of inflation on his nation's economy, plans to raise capital, and growth in tourism. Seth Carpenter, Morgan Stanley Chief Global Economist, says to expect earnings to be lower across the board if the economy is going to slow down enough to get inflationary pressures under control. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance
Surveillance: Fed Tightening with Carpenter

Bloomberg Surveillance

Play Episode Listen Later Aug 19, 2022 25:06


Seth Carpenter, Morgan Stanley Chief Global Economist, says the Fed needs to slow things a lot and stay tight for a while. Jane Foley, Rabobank FX Strategy Head, explains why she thinks Sterling can remain weak for a while. Patrick Armstrong, Plurimi Wealth CIO, says there are cheap stocks out there. Savanthi Syth, Raymond James Airlines Managing Director, says Delta is a good stock to own. See omnystudio.com/listener for privacy information.

Liquid Assets: A Beverage Industry Podcast
A Recession Seems Inevitable – How Bad Could It Be?

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Jul 27, 2022 57:07


As the world braces for recession, Rabobank's world-class economists Jane Foley and Christian Lawrence join the Liquid Assets team to dissect the most recent economic news and share what indicators they'll be watching in the months ahead.   Check out our 2022 economics preview from January: The Most Important Trends of 2022.   Rabobank clients can sign up for our research via this link: Research.Rabobank.com

Bloomberg Surveillance
Surveillance: Market Slowdown with Stanley (Podcast)

Bloomberg Surveillance

Play Episode Listen Later Jun 30, 2022 21:06


Stephen Stanley, Amherst Pierpont Chief Economist, says markets are starting to smell a slowdown. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's inevitable that the Fed and other central banks will feel political pressure. Jane Foley, Rabobank Head of FX Strategy, says we could see euro-dollar parity. Seema Shah, Principal Global Investors Chief Strategist, says we could see a technical rally over the next couple of months, but it won't be sustained. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance
Surveillance: China Policy with Spence

Bloomberg Surveillance

Play Episode Listen Later Mar 25, 2022 35:23


Michael Spence, General Atlantic Senior Advisor & Nobel Laureate, expects China to move carefully with regards to Russia in order to avoid economic isolation. Philippe Etienne, French Ambassador to the U.S., discusses how France is helping Ukrainian refugees and providing support for food security. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, expects the glide path to inflation to be to the downside. Jane Foley, Rabobank Head of FX Strategy, says the Euro is signaling some optimism. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Business Matters
Russia says payments for gas must be made in roubles

Business Matters

Play Episode Listen Later Mar 24, 2022 52:32


Russian president, Vladimir Putin, says Moscow will begin insisting that payments for Russian gas - from unfriendly countries, as he put it - are made in roubles. He's given the Russian central bank a week to find a way of switching these payments away from other currencies. Jane Foley is head of FX strategy at Rabobank and explains what the impact will be. In the UK, prices are rising faster than wages and the Bank of England says inflation could hit double digits this year. Finance minister Rishi Sunak announced measures today which he says will help ease the pain for consumers. We speak to Roger Bootle, the chairman of the macro-economic research company Capital Economics, to get his assessment of Sunak's response to the cost of living crisis. A special report from the BBC's Ed Butler investigates the world of ethical investment, to see just how ethical they really are. And we hear from Guy Gadney, CEO of AI company Charisma Entertainment, on his way back from the Game Developers Conference in San Francisco, about the likely trends in gaming for 2022. Sasha Twining is joined throughout the programme by Bloomberg Opinion columnist Shuli Ren in Hong Kong, and by Takara Small, a tech journalist at CBC from Toronto in Canada. (Picture: Russian president Vladimir Putin. Credit: Getty Images)

World Business Report
Update: Russia says payments for gas must be made in roubles

World Business Report

Play Episode Listen Later Mar 23, 2022 7:48


Russian president, Vladimir Putin, says Moscow will begin insisting that payments for Russian gas - from unfriendly countries, as he put it - are made in roubles. He's given the Russian central bank a week to find a way of switching these payments away from other currencies. Jane Foley is head of FX strategy at Rabobank and explains what the impact will be. And Susan Schmidt of Aviva Investors in Chicago tells us how markets have been reacting to Putin's announcement.

Bloomberg Surveillance
Surveillance: Russian Energy with Yergin

Bloomberg Surveillance

Play Episode Listen Later Feb 28, 2022 26:20


Daniel Yergin, IHS Markit Vice Chairman, says the behavior of markets will act as a sanction against Russian energy. Jane Foley, Rabobank Head of FX Strategy, expects a lot of downside pressure to remain on the ruble. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says we're living in a world with two-sided risk, but there is still underlying strength in the economy. Daniel Tannebaum, Oliver Wyman Head of Americas Anti-Financial Crime, says Russia may fall out of the G-20. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: Beware Bonds, Holland Says

Bloomberg Surveillance

Play Episode Listen Later Dec 23, 2021 32:20


Michael Holland, Holland & Company President, says to beware the bond market. Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, doesn't expect Biden's Build Back Better plan to have a material impact on the Fed's path. Jane Foley, Rabobank FX Strategy Head, says the move up in the dollar may not last. Jodie Guest, Emory University Rollins School of Public Health Department of Epidemiology Vice Chair, stresses the importance of improving Covid testing. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: Inflation Pressures With Dutta

Bloomberg Surveillance

Play Episode Listen Later Nov 10, 2021 44:35


Neil Dutta, Renaissance Macro Research Head of Economics, reacts to the acceleration in consumer prices. Jean-Yves Fillion, BNP Paribas USA CEO, plans to have 60% of staff back in the company's midtown Manhattan office early next year. Scott Kirby, United Airlines CEO, feels confident about adequate staffing during the holidays. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of Peer-to-Peer Conversations, discusses his interview with Democratic Senator Joe Manchin of West Virginia. Jane Foley, Rabobank Head of FX Strategy, expects real wage depreciation ahead. Michael Nathanson, MoffettNathanson Senior Analyst, says Disney is not scared of the streaming competition. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: Rolling Correction With Wilson

Bloomberg Surveillance

Play Episode Listen Later Oct 1, 2021 36:34


Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we've had a rolling correction since March. Andy Blocker, Invesco Head of U.S. Government Affairs, says the fissure in the Democratic party is a worry. James Sweeney, Credit Suisse Chief Economist, says stagflation is a silly hypothesis. Jane Foley, Rabobank Head of FX Strategy, says the weight of negative fundamentals in the U.K. has driven a wedge between the pound and rates. James Dyson, Dyson Chairman & Founder, discusses the future of invention. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: Fed & Inflation With Crescenzi

Bloomberg Surveillance

Play Episode Listen Later Jun 21, 2021 32:48


Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Investment Committee, says the Fed "got spooked" on the hype over inflation. Gerard Cassidy, RBC Capital Markets Managing Director & Head of U.S. Bank Equity Strategy, says this pullback is a great opportunity for investors to buy bank stocks. Ben Emons, Medley Global Advisors MD of Global Macro Strategy, says an upside economic surprise may normalize rates. Jane Foley, Rabobank Head of FX Strategy, says we may see more hawkish central banks from here. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: Recovery Risks With Rogoff

Bloomberg Surveillance

Play Episode Listen Later Jan 21, 2021 29:24


Alberto Gallo, Algebris Investments Portfolio Manager, discusses fiscal policy and the risks of secular stagnation. Michael Holland, Holland & Co. Chairman, says tech companies will have some comeuppance over the next year, but will overall be okay. Jane Foley, Rabobank Head of FX Strategy, warns of the risks facing policy in a period of low growth and inflation. Kenneth Rogoff, Harvard University Professor and Former IMF Chief Economist, discusses the fiscal state of the U.S. and his skepticism of Bitcoin. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: ECB & Real Rates With Pickering

Bloomberg Surveillance

Play Episode Listen Later Dec 10, 2020 27:09


Kallum Pickering, Berenberg Senior Economist, says the ECB is much more focused on inflation expectations than long-term rates. Lawrence Gostin, Georgetown University Professor of Medicine, says we may be at the beginning of the end of this pandemic. Jane Foley, Rabobank Head of FX Strategy, real interest rates are going to be more attractive for the Euro than for the dollar for the foreseeable future. Doug Holtz-Eakin, American Action Forum President & Former Director of the Congressional Budget Office, says the first step in getting to a better economy is taking on the health crisis. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: Flight to Quality With Rabobank's Foley

Bloomberg Surveillance

Play Episode Listen Later Oct 28, 2020 30:50


Troy Gayeski, Skybridge Capital Co-CIO, says technology stocks have been a significant profit driver for the market but remain overcrowded. Daniel Morris, BNP Paribas Asset Management Chief Market Strategist, says a W-shaped recovery is likely to occur in Europe and potentially the U.S. Jane Foley, Rabobank Head of FX Strategy, says the euro is the on the back foot amid anxiety ahead of this week's ECB meeting. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his interview with Alex Gorsky, Johnson & Johnson Chairman and CEO. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: Fed's Balance Sheet With Dudley

Bloomberg Surveillance

Play Episode Listen Later Jun 22, 2020 33:21


William Dudley, Former New York Federal Reserve President and Bloomberg Opinion Columnist, warns that a $10 trillion Fed balance sheet could be coming, but says the risks seem manageable for now. James Sweeney, Credit Suisse Chief Economist, says housing inflation is likely to put pressure on U.S. inflation. Patrick Foye, MTA Chairman & CEO, describes the health precautions being taken in the New York City subway system as the city moves into phase 2 of its reopening plan. Jane Foley, Rabobank FX Strategist, says if the markets stay optimistic due to central bank funding, the dollar will suffer. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: Fed's Balancing Act With Hornbach

Bloomberg Surveillance

Play Episode Listen Later May 4, 2020 37:51


Matt Hornbach, Morgan Stanley Global Head of Macro Strategy, says bond markets are caught between a fiscal rock and a QE hard place. Jane Foley, Rabobank Head of FX Strategy, says she sees the risk of another dip towards EUR/USD 1.08 in the coming weeks. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says we are looking at several weeks of uncertainty in regards to when the economy will re-open. Bill Smead, CIO of Smead capital Management recaps Airline stocks in sharp decline as Warren Buffett Exits Positions. Josh Sharfstein, Johns Hopkins University Bloomberg School of Public Health Vice Dean for Public Health Practice and Community Engagement discusses the the coronavirus curve in the U.S. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: We're Headed For a Recession, Wilson Says

Bloomberg Surveillance

Play Episode Listen Later Mar 16, 2020 29:03


Jane Foley, Rabobank Head of FX Strategy, says the Euro is currently giving misleading signs. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we are headed for a global recession. Gershon Distenfeld, AB Co-Head of Fixed Income, says fear is taking over and in certain industries the economy is already shutting down. Randy Kroszner Former Fed Board Governor, says the fed is trying to get ahead of the curve. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: NATO Summit With Adm. Stavridis & Vinjamuri

Bloomberg Surveillance

Play Episode Listen Later Dec 4, 2019 48:20


Savita Subramanian, Bank of America Merrill Lynch Head of U.S. Equity & Quantitative Strategy, thinks cyclicals could see a strong rally on a skinny trade deal. Leslie Vinjamuri, Chatham House Head of U.S. & Americas Programme, says the vast majority of Americans still want to be in NATO. Jane Foley, Rabobank Head of FX Strategy, thinks U.K.-EU trade talks could bring back a no-deal Brexit risk next year. James Stavridis, Former NATO Supreme Allied Commander & Bloomberg Opinion Columnist, says he is concerned about Turkey's direction and their willingness to partner so closely with Russia in Syria. And Brian Wieser, Group M Global President of Business Intelligence, discusses the changing nature of ad breaks. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: Outcomes For Sterling With Rabobank's Foley

Bloomberg Surveillance

Play Episode Listen Later Oct 17, 2019 28:05


Rosalind Mathieson, Bloomberg Executive Editor for International Government, says U.K. PM Boris Johnson still needs to win the backing of U.K. lawmakers for a Brexit deal. Huw Van Steenis, UBS Senior Adviser to CEO and Former Senior Adviser to BOE's Mark Carney, says it's "striking" Johnson was able to get the EU to back him. Jason Furman, Former White House Economic Adviser to Pres. Obama and current Harvard Kennedy School Professor, reflects on the accomplishments of the winners of the 2019 Nobel Prize in Economics. Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says trade uncertainty has a negative impact on businesses. Jane Foley, Rabobank Head of FX Strategy & Senior Analyst, thinks there will be some rebels within the Labour party who will vote for a deal. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: How Low Can Rates Go, Foley Asks

Bloomberg Surveillance

Play Episode Listen Later Aug 21, 2019 31:18


Nick Bennenbroek, Wells Fargo Securities Head of Currency Strategy, predicts the U.S. dollar will remain stable or slightly stronger. Ralf Preusser, Bank of America Merrill Lynch International Global Head of Rates Strategy, says this is not a normal rate cut cycle for the Fed. Jane Foley, Rabobank Head of FX Strategy, questions whether or not there will be stimulus from Germany. And Brian Hook, Pompeo Senior Policy Adviser & U.S. Special Representative for Iran, says the White House's sanctions on Iranian oil have been successful.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: China Waiting on Huawei Details, Broderick Says

Bloomberg Surveillance

Play Episode Listen Later Jul 12, 2019 30:11


Willem Buiter, Citi Special Economic Adviser, says Europe is yet to clean up the banking system following the financial crisis. Jane Foley, Rabobank Head of FX Strategy, says the South African rand is the most obvious EM FX trade. Susan Lund, McKinsey Partner, discusses her report, "The Future of work in America." And Kelsey Broderick, Eurasia Group China Analyst, says President Trump and his trade negotiators have different goals in talks with China.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: NATO Is A Transatlantic Bridge With Stavridis

Bloomberg Surveillance

Play Episode Listen Later Apr 9, 2019 29:18


Vasileios Gkionakis, Banque Lombard Odier Global Head of FX Strategy, says the Fed has maintained its full independence. Jane Foley, Rabobank Head of FX Strategy, says the dollar is behaving as a safe heaven. Admiral James Stavridis, Former NATO Supreme Allied Commander Europe, says it's good value for the U.S. to stay in NATO. Roland Rudd, Finsbury Public Relations Founder and Chairman of Business for News, says recently, Parliament has reaffirmed its authority.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: Monetary Policy Tools Are Ineffective, Kelly Says

Bloomberg Surveillance

Play Episode Listen Later Mar 28, 2019 29:04


David Kelly, JPMorgan Asset Management Chief Global Strategist, says monetary policy tools are ineffective. Frances Donald, Manulife Asset Management Head of Macroeconomic Strategy, expects a recession in 2020. Jane Foley, Rabobank Head of FX Strategy, is cautious about EM. Max Nisen, Bloomberg Opinion Healthcare Columnist, says 20 million people would lose coverage if Obamacare is struck down.   Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: The Phillips Curve Is Still In Play, Posen Says

Bloomberg Surveillance

Play Episode Listen Later Jan 17, 2019 36:22


Arthur Levitt, Former SEC Chairman, remembers John Bogle's legacy. Jane Foley, Rabobank Head of FX Strategy & Senior Currency Analyst, says the  fundamentals of both the euro and the dollar are deteriorating. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst, talks how U.S. banks were forced to become bank holding companies after the crisis. Simon French, Panmure Gordon Chief Economist, compares the economic outlook in the U.S. and Europe. Adam Posen, PIIE President and former member of BOE Monetary Policy Committee, says the Phillips curve is definitely still in play.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: Hard Brexit Looks Very Tangible, Foley Says

Bloomberg Surveillance

Play Episode Listen Later Nov 15, 2018 35:54


Jane Foley, Rabobank Head of FX Strategy & Senior Currency Analyst, says the prospects of a hard Brexit look very tangible today. Neil Callanan, Bloomberg's London Bureau Chief, thinks Theresa May will struggle in a leadership contest. Danny Blanchflower, Darmouth Professor & Former BOE Monetary Policy Committee Member, thinks the current Brexit deal will collapse. And John Carreyou, Author of "Bad Blood", details the writing process for his book on Elizabeth Holmes and Theranos.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: The U.S. Is Winning The Trade War, Foley Says

Bloomberg Surveillance

Play Episode Listen Later Oct 31, 2018 38:10


Gerry Fowler, Aberdeen Standard Investments Global Multi-Asset Strategist, says the Libor rate is the key driver of equity markets. Jane Foley, Rabobank Head of FX Strategy, says the dollar-renminbi cross has a very political exchange rate. David Kirkpatrick, Techonomy Founder & CEO, notes Facebook growth has slowed in the developed world. Troy Gayeski, Skybridge Capital Partner, gives us a hedge fund update. Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, compares loan to bond investment.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: The Dollar Can Climb Higher, Foley Says

Bloomberg Surveillance

Play Episode Listen Later Sep 27, 2018 40:23


Jane Foley, Rabobank Head of FX Strategy, says the dollar can climb higher. Libby Cantrill, PIMCO Head of Public Policy, is skeptical about Congress ratifying a bilateral trade agreement with Mexico. Peter Chatwell, Mizuho International Head of European Rates Strategy, thinks the ECB could go negative again in the future. And Michelle Meyer, Bank of America Merrill Lynch Head of US Economics, tells us whether to rent or buy property. And Bob Moon, Bloomberg Radio Daybreak Host, joins us to discuss Judge Kavanaugh and 1991.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Surveillance: Tariffs Make U.S. Economy Worse Off, Roubini Says

Bloomberg Surveillance

Play Episode Listen Later Sep 18, 2018 28:08


Nouriel Roubini, Roubini Macro Associates Chairman & NYU Stern School of Business Professor, argues that a majority of the impact of tariffs on Chinese goods will be paid by U.S. consumers. Stephanie Segal, CSIS Deputy Director & Senior Fellow, asks whether, with dollar strength and increasing financial need, the U.S. is pulling financing away from the rest of the world. Jane Foley, Rabobank Senior Currency Analyst, sees sterling as vulnerable until the U.K. government arrives to consensus on a Brexit deal.  Kimberley Robinson, Bloomberg Law Supreme Court Reporter, says that those arguing a case against Kavanaugh have become more focused on whether a denial can disqualify him from the Supreme Court. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com