Why Omicron Is a Threat; A Case for U.K. Cyclicals

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In this week's Bloomberg radio show, Sam Fazeli says why omicron is such a risk to the U.S., even though it's less severe than earlier variants. Tim Craighead discusses his view that U.K. cyclicals are positioned to outperform defensives. Jody Lurie offers her take on Yum!'s next moves after working on its capital structure. Christopher Ciolino explains why he is optimistic about machinery demand, and Salih Yilmaz says recent exuberance aside, oil's longer-term risks are significant.

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