UBS, China, Markets, and the Fed
March 29, 2023
1 hr 1 min
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2,387 of 3,435
March 29, 2023
UBS, China, Markets, and the Fed
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Bloomberg Podcasts Episodes Around March 29, 2023
Episode 2,387 of 3,435 — walk the feed in the order it was published.
1:01:18This episodeUBS, China, Markets, and the Fed
Summary
<p>Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, and Bloomberg Opinion columnist Paul Davies join for a roundtable on UBS’ new CEO to lead them through the Credit Suisse acquisition. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss sectors he likes as stocks look to rebound in 2023. Bloomberg Economics Chief Economist Tom Orlik joins to discuss how Alibaba’s split affects China’s tech sector and outlook for the Chinese economy this year amid global uncertainty and recent courting of Xi Jinping to Vladimir Putin. Anneka Treon, Chief Economist International at Van Lanschot Kempen, joins the program to talk about the outlook for global economies and inflation. Bryan Whalen, co-chief investment officer and generalist portfolio manager with TCW Investment Management, discusses the fixed income markets.<strong> </strong>Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to talk semiconductor stocks after Micron’s earnings. Hugh Hendry, Former CIO/Founding Partner/Founder of Eclectica Asset Management, joins to discuss the economy and outlook for a recession and rate cut in the US. Hosted by Paul Sweeney, Matt Miller, and Barry Ritholtz.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
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