Taking Stock

Craig Johnson, president of Customer Growth Partners, discusses retail earnings and tells Pimm Fox and Lisa Abramowicz why this holiday may be the best in a decade for retailers. Then, Satish Jindel, president of SJ Consulting Group, talks about the complexity of global shipping networks. Also, Bloomberg's Shahien Nasiripour discusses the Obama administration actively seeking loan payments from thousands of former students eligible for a debt-forgiveness program. Finally, Dan Fuss, vice chairman of Loomis Sayles, gives an outlook for rates and bond yields.

Richard Conn, a managing partner at Eurasia Advisors, discusses Russia's relations with Turkey and the U.S. and the implications of the assassination of the Russian ambassador. Then, Pimm Fox and Lisa Abramowicz talk to Billy House, Bloomberg's White House reporter, about Donald Trump picking Mick Mulvaney for director of the Office of Management and Budget. Also, Bloomberg View's Tyler Cowen discusses his column, "Expect Trump's Appointees to Have a Big Impact." Finally, TransUnion's senior director of research and consulting, Nidhi Verma, discusses its 2017 consumer credit market forecast.

Doug Borthwick, managing director at Chapdelaine & Co., discusses the weakening\u0010of China's yuan versus Japan's yen, and gives an outlook for the dollar. Then,\u0010Bloomberg's Zeke Faux talks to Pimm Fox and Lisa Abramowicz about the news that\u0010Platinum Partners' co-founder has been charged with fraud. Also, Joel Stern,\u0010chairman and CEO of Stern Value Management, discusses growth outlook and interest rates. Finally, Bloomberg Intelligence's Matt Larson says the $14.5 billion in Irish back taxes\u0010that the EU has ordered Apple to pay is just a fraction of Apple's liability.

Bloomberg Gadfly columnist Shira Ovide tells Pimm Fox and Lisa Abramowicz how much the hack could cost shareholders if it leads to the collapse of the Verizon deal. Then, Nav Athwal, CEO of RealtyShares, talks about housing under a Donald Trump presidency and whether the recent trend of foreclosures is here to stay. Also, Constance Hunter, KPMG's chief economist, discusses China's monetary policy and its impact on the economy. Finally, Rob Tricchinelli, senior legal editor for Bloomberg BNA, examines whether Trump's market-moving tweets could trigger SEC oversight.

Doug Ramsey, CIO of the Leuthold Group, gives his outlook for markets and the dollar. Then, Bloomberg's Mark Gilbert tells Pimm Fox and Lisa Abramowicz why post-Brexit Britain may face a wage squeeze next year. Also, Eric Stein, co-director of global fixed income at Eaton Vance, discusses the bond markets and the reaction to the FOMC meeting. Finally, Joe Davis, Vanguard's chief global economist, gives an outlook for the economy under Donald Trump's presidency.

Gil Shwed, CEO of Check Point Software, tells Pimm Fox and Lisa Abramowicz what the U.S. government needs to do to prevent future cyber attacks. Then, Bloomberg's Jing Cao discusses IBM's plan to hire 25,000 people in the U.S. Finally, BNY Mellon's Marvin Loh discusses the impact of a rate hike and gives an outlook for fixed income assets.

Jack Devine, former acting director of the CIA and president of the Arkin Group, talks to Pimm Fox and Lisa Abramowicz about the Russian hack and the impact of Donald Trump's recent dismissive comments about the CIA. Then, Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, gives his market outlook for 2017. Finally, Karen Mills, a senior fellow at Harvard Business School, discusses what small businesses should expect from the Trump administration.

Bob Michele, JPMorgan's chief investment officer, says the Fed should make the December meeting an event to show what they want to do in 2017. Then, Bloomberg's Alex Sherman tells Pimm Fox and Lisa Abramowicz why the Viacom/CBS deal fell through and why Les Moonves may have played a role. Also, Patrick Chovanec, Silvercrest Asset Management's chief strategist, discusses the significance of the One China policy. Finally, John Kilduff, a founding partner of Again Capital, gives an outlook on oil markets.

Bloomberg's Yalman Onaran, author of "Zombie Banks," discusses Italian banks and the ECB's decision to reject Monte Paschi's bid for more time on capital. Then, Pimm Fox and Lisa Abramowicz talk to Jim Murren, chairman and CEO of MGM Resorts, about MGM's new gaming resort in Washington and why public perception of gaming is at an all-time high. Also, Bloomberg's Catherine Traywick discusses Donald Trump's transition team's energy policy, which includes ways to keep nuclear power generators alive. Finally, Frank Holmes, CEO of U.S. Global Investors, says airlines have become an oligopoly.

Pimm Fox and Lisa Abramowicz talk to Christian Catalini, a professor at MIT, about Blockchain and why cryptocurrencies such as bitcoin could be widespread and disruptive. Then, John Stoltzfus, Oppenheimer's chief investment strategist, says he's still bullish on U.S. equities and the Asia region. Also, Bloomberg's Max Chafkin tells Pimm and Lisa why Google has never had to worry about financial disciple until now. Finally, Maxime Sbaihi, a Euro-area economist for Bloomberg Intelligence, discusses the ECB rate decision and its impact on markets.

Scott Rothbort, president of LakeView Asset Management, talks about the changing nature of the retail industry, Wal-Mart's outlook and why Chipotle has lost its way. Then, Pimm Fox and Lisa Abramowicz talk to Max Nisen, a Bloomberg Gadfly columnist, about pharma and biotech stocks sinking after Donald Trump's tweet to "bring down drug prices." Also, Brandon Barnes, senior litigation analyst for Bloomberg Intelligence, discusses why the Dakota Access pipeline owners have a strong chance to reverse the Army Corps of Engineer's refusal to grant the final permit needed. Finally, Shira Ovide, a Bloomberg Gadfly columnist, goes over tech news, including Trump saying SoftBank will create 50,000 jobs in the U.S.

John Fraher, Bloomberg's executive editor for international government, discusses Bloomberg's Pessimist's Guide to 2017. Then, Pimm Fox and Lisa Abramowicz speak with Irene Finel-Honigman, an adjunct professor at Columbia University's School of International and Public Affairs, about the impact of civil unrest on markets. Also, Arthur Kroeber, a fellow of the Brookings-Tsinghua Center for Public Policy, says the U.S. has more to lose in a trade war with China than China. Finally, Shelly Banjo, a Bloomberg Gadfly columnist, discusses why retailers should fear Amazon's push into grocery stores.

Former Senator Joe Lieberman, co-chairman of the nonpartisan advocacy group "No Labels," discusses the emergence of a center-left and center-right coalition after a divisive 2016 election. Then, Lananh Nguyen, a Bloomberg FX reporter, says Wall Street analysts are writing "bold and funny" notes to engage more readers. Also, Marcus Ashworth, a Bloomberg Gadfly columnist covering European markets, discusses the Italian referendum and its impact on banks and Euro markets. Finally, Brown Brothers Harriman's Marc Chandler, tells Pimm Fox and Lisa Abramowicz why the Euro didn't sell off more after the referendum.

Pimm Fox and Lisa Abramowicz talk to Chris Lu, deputy secretary for the Department of Labor, about the November jobs report. Then, Global Markets' Peter Kenny discusses why the infrastructure sector is overbought. Also, Algebris Investments' Alberto Gallo talks about the ECB and whether it will be tapering its bond purchasing program. Finally, Shelly Banjo, a columnist for Bloomberg Gadfly, gives an outlook for Starbucks after CEO Howard Schultz's announcement that he's stepping down.

Brooke Sutherland, a columnist for Bloomberg Gadfly, says that Donald Trump won't be able to stop the broader trends eroding manufacturing jobs, despite United Technologies' decision to keep 1,000 jobs in Indiana. Then, Eric Marshall, president of Hodges Capital Management, tells hosts Pimm Fox and Lisa Abramowicz what to look for in small-cap stocks. Also, Greg Stento, managing director of Harbourvest, gives an outlook for private equity and venture capital. Finally, Kevin Tynan, Bloomberg Intelligence's senior auto analyst, discusses how good the November auto sales were and whether they can last.

Pimm Fox and Lisa Abramowicz talk to Bloomberg's Max Abelson and Justin Sink about Donald Trump's latest cabinet appointments and how Steven Mnuchin's elite background makes him a surprising pick for Treasury Secretary. Then, Joe Light, a Bloomberg government reporter, discusses how Fannie Mae and Freddie Mac shares have soared following Mnuchin's comments on privatizing the two. Also, Jason Schenker, the president of Prestige Economics, discusses OPEC's agreement to cut output. Finally, Axel Merk, the president and CIO of Merk Investments, says risk assets will suffer under Trump's administration.

Pimm Fox and Lisa Abramowicz talk to Lynn Franco, the director of economic indicators at the Conference Board, about the latest reading of consumer confidence, which reached the highest level since July 2007. Then, Bloomberg News reporter Annmarie Hordern and Rich Pantillo, a senior advisory services analyst at Nasdaq Corporate Solutions, discuss the talks between OPEC producers about freezing or cutting oil output. Also, Chris Ailman, the CIO at the California State Teachers' Retirement System, questions the worth of active management in retirement. Finally, Kathleen Sebelius, the former secretary of Health and Human Services, discusses Donald Trump's appointment of Tom Price to her former position.

David Garrity, the CEO of GVA Research, says we could see more advertisers pushing back against fake news on the Internet. Then, Pimm Fox and Lisa Abramowicz talk to Bloomberg Intelligence's Jonathan Tyce about the risks to Italian banks ahead of the Italian referendum. Also, Kun Gao, the co-founder and general manager of Crunchyroll, a streaming service for anime, discusses trends in the anime industry and what Crunchyroll offers its users. Finally, Christian Magoon, the CEO of Amplify Investments, says that extended discount deals have hurt sales for Black Friday and Cyber Monday.

Lisa Abramowicz and Carol Massar, filling in for Pimm Fox, talk to Bloomberg's Stephanie Baker about how Zara's social media presence sets the company apart from the rest of the fashion world. Then, Kroll Bond Rating Agency's Chris Whalen says it takes a long time to get the benefits of higher interest rates. Finally, Greg Viscusi, a Bloomberg News reporter in Paris, discusses the upcoming French election and says that the economy is the most important issue for voters.

Lisa Abramowicz talks to Jen Bartashus, a U.S. food and drug retail analyst for Bloomberg Intelligence, about food deflation and how it's affecting food prices across different stores. Then, David Kudla, CEO of Mainstay Capital Management, discusses markets and investing in the new Donald Trump landscape. Also, Ben Brody, a politics reporter for Bloomberg, recaps Trump's meeting with the New York Times. Finally, Karen Ubelhart, an industrials analyst for Bloomberg Intelligence, says that John Deere is nearing the end of cost-cutting.