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Ariel Cohen, a senior fellow at the Atlantic Council, says Putin is doubling down on his support of Bashar al-Assad and probably didn't expect Trump to turn against Russia's alliance with the Syrian leader. BMW Motors' Ian Robertson says he doesn't expect much upside to U.S. market this year. Michael Scanlon, a money manager at Manulife Asset Management, discusses bank earnings. Finally, Mecum Auctions' Dave Magers and Frank Mecum talk to Pimm Fox and Lisa Abramowicz about the collector car auction market and their upcoming Spring Classic muscle car auction.
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Dan Fuss, the vice chairman of Loomis Sayles, discusses the yield curve and the outlook for bond markets. BlackRock's Matt Tucker says ETFs are filling a need in the high-yield market. Shira Ovide, a Bloomberg Gadfly columnist, discusses news that Qualcomm is accusing Apple of lying to regulators to spur investigations of the chipmaker and how the legal battle will challenge Qualcomm's intellectual property business model. Finally, Frank Sorrentino, CEO of ConnectOne Bank, talks about how community banks will benefit from deregulation.
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Lawrence Golub, president of Golub Capital, discusses the highlights and trends from its middle market report. John Whelen, CFO of Enbridge, talks about Enbridge's acquisition of Spectra Energy, building energy infrastructure and renewable business in wind farms. Eli Casdin, a managing partner at Casdin Capital, discusses biotechnology, drug pricing and the impact policy will have on the FDA approval process. Finally, Bloomberg's Brian Chappatta talks about his article, "A Foreign Threat to U.S. Treasuries That Dwarfs Fed's Debt Hoard."
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Steven Cook, a senior fellow for Middle East studies at the Council on Foreign Relations, talks about the geopolitical and security situation for the U.S. and Syria, following the U.S. air strikes. Bloomberg's Tony Capaccio discusses how the strike raises the stakes for Russia. Al Angrisani, the former assistant labor secretary under President Reagan, and Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, discuss jobs and why Angrisani says wage growth should be the Trump administration's priority. Finally, Vincent Reinhart, chief economist at Standish Mellon Asset Management, talks about job numbers, the Fed and the outlook for Trump's fiscal policy.
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Live from the National Medicare Advantage Summit in Arlington, Virginia. Dr. Steve Miller, chief medical officer at Express Scripts, says the high price of prescription drugs in the U.S. means Americans are funding innovation for the rest of the world. Tom Scully, the former administrator of the Centers for Medicare and Medicaid Services, talks about the outlook for policy. Dr. Kavita Patel, a senior fellow at Brookings Institution and former adviser to the Obama White House who worked on the Affordable Care Act, weighs in on the politics and policy of healthcare under Trump. Finally, Brendan Ahern, chief investment officer at KraneShares, discusses Trump's meeting with President Xi Jinping and the impact to investing in China.
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NYU's Ed Goldberg and Bloomberg's Alex Wayne talk about the news that Steve Bannon has been removed from the National Security Council and what that means for President Trump's upcoming meeting with China's President Xi. Bloomberg's Rachel Evans and Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, discuss how bond ETFs are revolutionizing the fixed income market. Paul E. Adornato, a senior REITS analyst at BMO Capital Markets, talks about commercial real estate. Finally, John Augustine, chief investment officer at Huntington National Bank, discusses the Fed, bond yields and asset allocation.
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Bloomberg Intelligence's Anurag Rana says Trump's crackdown on the H-1B visa program could mean Silicon Valley will ship work offshore. Tom Murn, CEO of ViaTouch Media, discusses the "Lisa" vending machine, challenging Amazon in grab-and-go shopping. John Groton, director of equity research at Thrivent Asset Management, tells Pimm Fox and Lisa Abramowicz why he favors the Permian Basin energy companies. Finally, Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, discusses South Africa's debt and credit rating outlook.
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Peter Andersen, CIO of Fiduciary Trust, talks about the effect that the Trump administration could have on the fixed-income market. Holly Liss, a managing director at BTIG, discusses the bond market and the Fed. Kevin Tynan, a senior auto analyst at Bloomberg Intelligence, talks about March auto sales and Tesla's ability to beat estimates. Finally, Bloomberg BNA's Kimberly Robinson discusses the Senate Judiciary Committee's vote on Neil Gorsuch.
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Nick Colas, chief market strategist at Convergex, says David Einhorn's General Motors plan exposes broken public equity markets. Dawn Sandoval, COO at Kalyx Development, discusses the current outlook for the cannabis real estate market and the impact of Attorney General Jeff Sessions' anti-drug stance. Stephen Jones, CEO at Covanta, talks about the waste-to-energy process. Finally, Bloomberg's Laura Keller discusses her article, "Wall Street's WhatsApp Secret: Illegal Texting Is Out of Control."
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Alan Miller, CEO of Universal Health Services, discusses the outlook for hospitals and the impact of efforts to repeal Obamacare. David Lebovitz, JPMorgan's global market strategist, gives an outlook for global markets. Bloomberg's Craig Giammona discusses Amazon's plan to persuade brands like Cheerios and Oreos to bypass chains such as Wal-mart and Target and ship products directly to consumers instead. Finally, Mark Gabbay, Asia-Pacific CEO at LaSalle Investment Management, talks about real estate in the region.
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