About this episode
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the debt ceiling and treasuries. Liz McCormick, Chief Correspondent: Global Macro Markets with Bloomberg News, joins to discuss the default scenarios in play should the US not reach a debt deal. Cam Crise, Macro Strategist with Bloomberg News, also joins to discuss how traders are weighing default risks. Mike Parra, CEO: Americas at DHL Express, joins Bloomberg News exclusively to discuss his industry and the supply chain amid dropping inflation. Caroline Hyde, host of Bloomberg Technology, joins us from the Qatar Economic Forum to debrief her interview with TikTok’s CEO. Bloomberg Intelligence Senior Tech Analyst Mandeep Singh also joins. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to talk about energy and commodities, WTI leaning toward $57 a barrel, and “the Big Unwind." Drew Reading, Homebuilding Analyst with Bloomberg Intelligence, joins to discuss Lowe’s earnings. Kevin Brand, Defense Policy Analyst with Bloomberg Intelligence, joins to discuss hypersonic missile production in the US, how it’s used in the war in Ukraine, and the renewed supply chain threats amid China decoupling. Hosted by Paul Sweeney and Jess Menton. See omnystudio.com/listener for privacy information.