Taking Stock

Sarah Carlson, a senior vice president at Moody's Investors Service, discusses the White House budget proposal and the direction of the U.S. credit profile. Bloomberg's Meenal Vamburkar talks about Trump's decision to grant a U.S. permit to Transcanada for its Keystone XL pipeline. Joel Levington, a senior credit analyst at Bloomberg Intelligence, discusses BI's activist audit model, which helps signal companies that may be exposed to rising credit risk. Finally, Frank Holmes, CEO and CIO of U.S. Global Investors, explains to Pimm Fox and Lisa Abramowicz why he still likes airlines.

Adam Ereli, who was a U.S. ambassador to Bahrain and State Department deputy spokesman, discusses the Russia investigation, U.S.-Russia relations and Rex Tillerson's meeting with NATO. Stephen Guilfoyle, the founder and president of Sarge986, talks to Pimm Fox and Lisa Abramowicz about markets, valuations, the economy and headline risk. Bloomberg Intelligence's Paul Sweeney talks about Disney's decision to extend Bob Iger's contract as chairman and CEO for another year. Finally, Kevin Whitelaw, Bloomberg's Congress editor, discusses the GOP negotiations to pass the American Health Care Act.

Tapan Datta, the chief economist at Aon Hewitt, talks about the impact of political events on the Eurozone economy. Bloomberg Intelligence's Ryan O'Connell discusses Ally Financial and the deepening angst in the auto-loans industry. Ethan Brown, CEO of Beyond Meat, speaks with Pimm Fox and Lisa Abramowicz about the company's outlook, Tyson's investment in Beyond Meat and the future of protein. Finally, Dr. Richard Newell, the president of Resources for the Future, discusses the Trump administration's rollback of emissions standards, renewed push into fossil fuels and the direction of the energy economy.

Greg Stohr, a Supreme Court reporter at Bloomberg, says 90 percent of Neil Gorsuch's answers at his Congressional hearings are predictable, but there's real substance in the nitty-gritty of what he says. Then, Anna Edney, a Bloomberg health-care reporter, discusses GOP leaders trying to gain support for their American Health Care Act plan.

Toluse Olorunnipa, White House Correspondent, on FBI Director James Comey testifying at a congressional hearing on the investigation into Russia's alleged meddling in the 2016 election. Ian Wishart, European Government reporter for Bloomberg, on the UK triggering Brexit.

Marian Harkin, member of the EU Parliament’s Economic and Monetary Affairs Committee and former member of Ireland’s parliament, on Brexit, companies shifting out of the UK, and the future of the EU. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on New Jersey's growing pension deficit and Amtrak’s Gateway project imperiled by Trump’s budget slashing. Brian Reardon, former special assistant for economic policy and a staff member of the National Economic Council under President George W. Bush, on tax reform and why he supports a border adjustment. David Scanlan, Managing Editor Canada for Bloomberg, on the Canada Goose IPO which vaulted CEO Dani Reiss into a millionaire.

Douglas Borthwick, head of foreign exchange at Chapdelaine & Co., discusses currencies following the Fed hike, the Dutch elections and the Bank of England and Bank of Japan rate decisions. Citigroup's Jenna Giannelli she sees more pain to come in retail but it's not "the big short." Jamie Murray, chief economist at Bloomberg Intelligence in London, says Italy is the biggest risk to the Eurozone. Finally, Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, discusses the Fed rate decision, his market outlook for 2017 and current investment ideas. (Corrects employment status of Douglas Borthwick)

Narayana Kocherlakota, a Bloomberg View columnist and former Minneapolis Fed president, tells Pimm Fox and Lisa Abramowicz why the Fed should display more patience on a rate hike. Washington D.C. Mayor Muriel Bowser comments on reaction to Donald Trump's EPA cuts and predicts women's leadership will make a difference in the fight against climate change. Marc Stefanski, chief executive officer of Third Federal Savings & Loan, discusses the housing market and outlook for rate increases. Finally, Alexandra Palt, chief sustainability officer at L'Oreal, expounds on sustainability and delivering on the Paris agreement.

Bob Eisenbeis, vice chairman and chief monetary economist at Cumberland Advisors and the former director of research at the Atlanta Fed, previews what to expect from the Fed and gives an outlook for rate hikes. Anna Edney, a Bloomberg health-care reporter, says the American Health Care Act is taking a hit with CBO's dire estimates. Dan Solender, the lead money manager of municipal bonds at Lord Abbett, discusses Puerto Rico's oversight board decision to approve the governor's debt plan. Finally, Rob Barnett, a senior energy policy analyst at Bloomberg Intelligence, discusses how a Trump tax cut could save oil drillers billions of dollars.

Kevin Tynan, senior auto analyst at Bloomberg Intelligence, says the 2016 car swoon is turning into an uncontrollable skid this year. Tyler Benster, a general partner at Asimov Ventures, and Shamil Hargovan, CEO of Wiivv, discuss the annual 3D Printing Conference in NYC, the biggest 3D trends and using 3D printing to manufacture goods in the U.S. Then Cass Sunstein, a Bloomberg View contributor and the Robert Walmsley University Professor at Harvard Law School, discusses his new book, "#Republic: Divided Democracy in the Age of Social Media." Finally, Anand Srinivasan, the senior semiconductor and hardware analyst at Bloomberg Intelligence, discusses Intel's plan to buy Mobileye for $15.3 billion.

Michael Froman, a former U.S. trade representative and distinguished fellow at the Council on Foreign Relations, discusses the future of global trade, TPP and renegotiating NAFTA. Axel Merk, president of Merk Investments, discusses the economic recovery and why the Fed is behind the curve. Joe Mysak, an editor for the Bloomberg Briefs Municipal Market newsletter, says Illinois' revenue is experiencing a February freefall. Finally, Ian Wishart, a European government reporter at Bloomberg, says the E.U. is taking a hard line towards Theresa May on Brexit talks.

Bloomberg Intelligence's Nathan Dean says key Republicans are turning away from rolling back Dodd-Frank and turning towards easier things to tackle. Richard Conn, a managing partner at Eurasia Advisors, discusses the selection of Jon Huntsman as U.S. ambassador to Russia. David Garrity, CEO of GVA Research, discusses Alphabet's push into android messaging. Finally, Noah Smith, a Bloomberg View columnist, tells Pimm Fox and Lisa Abramowicz why the border tax isn't the biggest Republican tax idea.

Bill Smead, CEO of Smead Capital Management, discusses what would happen if oil was priced at $20 a barrel. Bloomberg's Chris Reiter discusses a study from consultant firm Roland Berger that says a U.S. border tax will make most automakers unprofitable and lead to job losses. Bill Sandbrook, CEO of U.S. Concrete Inc., discusses the process of submitting proposals to build Trump's border wall. Finally, Tom Tucci, the head of U.S. treasury trading at CIBC World Markets, says tax policy will drive the next leg of the market.

In this special episode of P&L, recorded live at Symphony Hall in Boston, we take a look at the city in the age of Trump. First up: Mayor Marty Walsh talks about the potential impact of an immigration ban on tourism and what it means for employee recruitment by tech companies. Also, Bloomberg Intelligence's Brian Rye discusses the GOP's new health-care proposal. Then, Boston Pops conductor Keith Lockhart discusses the future of classical music and the importance of arts funding. Finally, Tom Faust, CEO of Eaton Vance, discusses his firm's sponsorship of the Boston Pops fireworks.

Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses active versus passive management and the ongoing pressure on fees at asset managers. Joe Mysak, an editor at Bloomberg Briefs Municipal Market, tells Pimm Fox and Lisa Abramowicz what higher rates mean for the municipal market. Cathy O'Neil, a mathematician and Bloomberg View contributor, discusses her column "In The World of Big Data, More Isn't Always Better." Finally, Hector Barreto, the chairman of the Latino Coalition and the former U.S. Small Business Administrator, discusses how the Latino community is reacting to the immigration crackdown and gives an outlook for business owners.

Conor Sen, a Bloomberg View columnist and money manager at New River Investments, says Donald Trump's infrastructure plan would require an additional 570,000 construction workers. David Kudla, CEO and chief investment strategist of Mainstay Capital, discusses markets and investments, the Fed and his current stock picks. Max Nisen, a Bloomberg Gadfly columnist, discusses Roche's successful patient study on its breast cancer drug and the outlook for Valeant. Finally, Rob Barnett, a senior energy policy analyst at Bloomberg Intelligence, discusses the Trump administration's proposal to slash the EPA's budget by 25 percent.

Vincent Reinhart, the chief economist at Standish Mellon Asset Management, says the Wall Street Journal's coverage of the Fed's January meeting shaped the probability of a March rate hike. Neil Dwane, a global strategist at Allianz Global Investors, discusses Donald Trump's speech to the joint session of Congress. Bloomberg Intelligence's Paul Sweeney discusses Snap's IPO. Finally, Bloomberg's Erik Schatzker discusses the management shake-up at the world's biggest hedge fund, Bridgewater, as Ray Dalio steps down as interim co-CEO and co-CEO Jon Rubenstein exits after 10 months on the job.

Burt Flickinger, managing director at Strategic Resource Group, discusses Target's earnings and outlook. Henry Peabody, co-manager of the Eaton Vance Multi-Sector Bond Fund, discusses the fixed-income markets and opportunities in high yield. Bloomberg reporter Laura Keller discusses CLSA Ltd.'s decision to shut its U.S. equity research staff and dismiss analysts including Mike Mayo. Finally, Bloomberg's John Butler discusses Apple's annual shareholder meeting, highlights from the Mobile World Congress and the new Nokia phone.

Premier CEO Susan DeVore discusses the impact on hospitals of the Trump administration's plan to overhaul the Affordable Care Act. Bloomberg's Noah Buhayar discusses Warren Buffett's annual letter to shareholders and Berkshire Hathaway's earnings. Brendan Brown, the chief economist and head of economic research at Mitsubishi UFJ Securities, tells Pimm Fox and Lisa Abramowicz how Donald Trump can win the currency war. Finally, Eric Martin, a Bloomberg reporter based in Mexico City, discusses Mexico's warning to the U.S. that it will cut off NAFTA talks if tariffs are proposed.

Zach Tracer, a health care reporter at Bloomberg, says blowback from constituents is growing as the GOP's Obamacare replacement will result in fewer Americans being covered by health insurance. Poonam Goyal, a retail analyst at Bloomberg Intelligence, discusses JC Penney's announcement that it will close up to 140 stores. Finally, Bloomberg's Toluse Olorunnipa discusses President Trump's speech at the Conservative Political Action Conference.