Mike Wilson, Morgan Stanley chief US equity strategist, talks about his call to upgrade cyclical stocks after Friday's strong US jobs report. He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.

Mike Wilson, Morgan Stanley chief US equity strategist, talks about his call to upgrade cyclical stocks after Friday's strong US jobs report. He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.

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Morgan Stanley & Co Chief US Equity Strategist Mike Wilson Talks US Jobs Report

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d9fe4eec-9fa0-46ec-ae6f-b20500e0553d/transcript

Stew Leonard Jr., Stew Leonard's President & CEO, joins Tim Stenovec and Carol Massar on "Bloomberg Businessweek Daily" to discuss consumer sentiment and ways consumers are adjusting their purchasing habits with rising prices with Memorial Day on the horizon.

Stew Leonard Jr., Stew Leonard's President &amp; CEO, joins Tim Stenovec and Carol Massar on "Bloomberg Businessweek Daily" to discuss consumer sentiment and ways consumers are adjusting their purchasing habits with rising prices with Memorial Day on the horizon.

Stew Leonard Jr., Stew Leonard's President & CEO Talks Consumer Affordability Crunch

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7dd1c530-e145-46af-ba5a-b452013c27dd/transcript

Micron President and CEO Sanjay Mehrotra discusses the company's significant expansion of DRAM manufacturing in the US. Speaking with Bloomberg's Tyler Kendall, Mehrotra highlights the importance of this advanced memory technology for critical sectors such as automotive, aerospace, defense, industrial and networking.

Micron President and CEO Sanjay Mehrotra discusses the company's significant expansion of DRAM manufacturing in the US. Speaking with Bloomberg's Tyler Kendall, Mehrotra highlights the importance of this advanced memory technology for critical sectors such as automotive, aerospace, defense, industrial and networking.

Micron CEO Sanjay Mehrotra Talks Expanding Chip Production, Memory Demand

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f6d227cc-9c64-4e38-8257-b4520134f094/transcript

In a live interview with Texas Bureau Chief Julie Fine, Rob Kaplan, Goldman Sachs Vice Chair and former Dallas Fed President, shared his views on the appointment of Kevin Warsh as the next Federal Reserve Chairman. Kaplan expressed confidence in Warsh's ability to lead, noting the significant challenges ahead, particularly with the upcoming Fed meeting. He highlighted the shift in market expectations over the past eight weeks, from anticipating a rate cut later in the year to now considering a possible rate increase or no change due to persistent inflation and elevated oil prices. Kaplan emphasized that Warsh will need to navigate internal Fed dynamics, including addressing recent dissent and clarifying the Fed's forward guidance. A key focus will be explaining the forthcoming dot plot, which is expected to indicate firmer interest rate expectations rather than lower ones. Kaplan underscored the importance of Walsh's preparation for the press conference and his efforts to unify the Fed's messaging amid complex economic conditions.

In a live interview with Texas Bureau Chief Julie Fine, Rob Kaplan, Goldman Sachs Vice Chair and former Dallas Fed President, shared his views on the appointment of Kevin Warsh as the next Federal Reserve Chairman. Kaplan expressed confidence in Warsh's ability to lead, noting the significant challenges ahead, particularly with the upcoming Fed meeting. He highlighted the shift in market expectations over the past eight weeks, from anticipating a rate cut later in the year to now considering a possible rate increase or no change due to persistent inflation and elevated oil prices. Kaplan emphasized that Warsh will need to navigate internal Fed dynamics, including addressing recent dissent and clarifying the Fed's forward guidance. A key focus will be explaining the forthcoming dot plot, which is expected to indicate firmer interest rate expectations rather than lower ones. Kaplan underscored the importance of Walsh's preparation for the press conference and his efforts to unify the Fed's messaging amid complex economic conditions.

Rob Kaplan, Goldman Sachs Vice Chairman & Former Dallas Fed President, Talks Kevin Warsh

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5d818a1a-e0ae-445f-82c9-b4520133faaa/transcript

Morgan Stanley & Co Chief US Equity Strategist Mike Wilson Talks US Jobs Report

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