Explorez tous les épisodes du podcast Bloomberg Intelligence

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Bloomberg Intelligence hosted by Paul Sweeney and Carol Massar

**Broadcasting live from Michael Loeb’s Annual Uncharted Summit**

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Nike forecasted a smaller-than-expected drop in revenue for the current quarter, a sign that the sportswear company’s earnings trend may have hit an inflection point, analysts say. 

-- Michael Loeb, Founder and CEO, Loeb.nyc & Noah Friedman CEO of Uncharted, discusses how they started Uncharted, and what it’s like to be an entrepreneur in today’s landscape, and the VC landscape. 

- Bill Harris, Former CEO of PayPal, discusses financial insights, his entrepreneurial and operational background, and experiences at PayPal.

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Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Will Hares, Bloomberg Intelligence Senior Global Energy Analyst, discusses Shell saying it has not been actively considering making an offer for BP, has not made an approach and no talks have taken place with BP with regards to a possible offer, according to a statement.

- Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses Walgreens earnings. Walgreens Boots Alliance  reported quarterly profit that beat Wall Street's expectations, with adjusted earnings per share of 38 cents and revenue of $39 billion.

-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology gave an upbeat forecast for the current quarter, driven by demand for artificial intelligence equipment, particularly high-bandwidth memory.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx warns that its profit will be worse than expected this quarter and declines to offer guidance for the rest of the year due to the uncertain global demand environment.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. General Mills projects a lower adjusted profit for the fiscal year ahead due to cautious consumers limiting their grocery expenses.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his outlook for the restaurant industry. Bloomberg Intelligence says restaurant valuations may diverge between market-share winners and losers in 2H, with casual dining outpacing quick service.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Ariel Cohen, Senior Fellow at Atlantic Council discusses the latest from the Middle East. Iran pledged to respond “proportionately and decisively” to US strikes at the weekend and Qatar suspended traffic over its airspace as the conflict between the Islamic Republic and Israel showed signs of boiling over.

 
Emily Leveille, Chief Investment Officer at New Mexico Climate Investment Center joins to discuss the markets reaction to geopolitical tensions. A rebound in stocks sputtered as oil rose, with investors concerned about a potential Iranian response to US attacks on its nuclear sites.

Amrita Sen, Founder and Director of Market Intelligence at Energy Aspects, discusses the oil reaction to the recent tension in the Middle East. Oil fluctuated as traders wrestled with US President Donald Trump’s call for lower prices amid signs of further escalation in the conflict with Iran.

Terry Haines, founder, Pangaea Policy on the markets joins to discuss market reaction to the middle east and a preview of Fed Chair Jerome Powell testimony before the House Committee on Financial Services.

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Hosts: Paul Sweeney and Alix Steel

On this podcast:

- Michael Polsky, Founder and CEO of Invenergy, discusses the fate of solar and wind in the U.S.
- Chris Gadomski, BNEF Lead Nuclear Analyst, discusses BNEF’s outlook for nuclear development.
- Theresa Condor, Spire Global CEO, discusses how AI and satellite data are redefining weather forecasting.
- John Boyd, Founder & President of the National Black Farmers Association, discusses challenges faced by U.S farmers.
- Laura Modi, (Pronounced: "Mow-di")  CEO and Co-Founder of Bobbie, discusses the infant formula Made in America Act.
- Cid Wilson, CEO of Hispanic Association on Corporate Responsibility, discusses advancement programs, conferences, research initiatives, and the importance of DEI.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Bloomberg Intelligence hosted by Paul Sweeney and Mike Regan

Cliff Kupchan, Chairman at Eurasia Group, discusses the latest out of Mideast US President Donald Trump signals he will give diplomacy a chance before deciding whether to strike Iran, saying he will make his decision within the next two weeks.

Liz Hart, President of Leasing for North America, joins to discuss the latest in the commercial real estate sector.

Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the latest Fed Meeting as well as Fed Reserve Governor Wallers recent comments. Federal Reserve Governor Christopher Waller said the central bank can lower interest rates as soon as next month.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Bloomberg Law Host June Grasso discusses the recent Supreme Court decision to curb care for transgender minors. A divided US Supreme Court upheld a Tennessee law that outlaws certain medical treatments for transgender children, preserving similar measures in two dozen states.
Daniel Byman, Director of the Warfare, Irregular Threats, and Terrorism Program at the Center for Strategic and International Studies, and a Professor at Georgetown University, joins to discuss the latest on the middle east conflict. The US is considering joining Israel in the war, which could improve the chances of permanently ending Iran's path to a nuclear weapon but risks throwing the oil-rich region into widespread conflict.

Joe Deaux, Bloomberg Economic Statecraft Reporter, on the deal between Nippon Steel and US Steel. Nippon Steel Corp. has closed its $14.1 billion takeover of United States Steel Corp., creating the world's second-largest steelmaker and giving Nippon Steel a foothold in the US.

Kevin Teasley, Founder and CEO of GEO Academies, discussed how his organization is focused on breaking the cycle of poverty by providing access to exceptional, non-traditional educational opportunities to all families.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses the latest out of Mideast. President Trump said his early departure from the G7 meeting has "nothing to do" with working on a ceasefire between Israel and Iran, adding that his reason is "much bigger than that.

Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the latest on the tax bill. Republican leaders aim to quickly negotiate changes to the Senate tax bill, which lacks the votes to pass in both chambers as written.

Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets amid global tensions and economic data concerns. Stocks fell and bonds rose as traders prepared for the Federal Reserve's decision, driven by concerns about the Middle East and weak economic data.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Ellen Wald, President of Transversal Consulting, joins to discuss impact of Mideast conflict on commodities. Oil prices fell as the conflict in the Middle East has not disrupted crude production, and Iran has privately expressed willingness to deescalate hostilities with Israel.

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook for the markets. Global markets calmed down as fears of a wider conflict between Israel and Iran subsided, with stocks rising and oil and gold prices falling.

Ned Lazarus, Associate Professor of International Affairs at George Washington University, discusses the latest out of the Mideast. Israel and Iran have exchanged fire for the fourth consecutive day, stoking fears of an all-out war that could drag in other countries in the oil-rich region and force the US into a more hands-on stance.

Kate Duffy, Bloomberg News Aviation Reporter, joins to discuss the Paris Air Show and how Airbus has received orders from Saudi Arabian customers valued at up to $17 billion, including 77 freighter and passenger aircraft from AviLease and 50 A350-1000 widebody jets from Riyadh Air.

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Hosts: Paul Sweeney and Alix Steel

On this podcast:

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Brothers Discovery splitting  into two independent companies.

- Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses Walmart ’s credit cards once again being issued by Synchrony Financial.

- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech space.

- Scott Levine Bloomberg Intelligence Senior Energy & Industrial Services Analyst, discusses the White House’s goals for nuclear energy.

- Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses her Bloomberg story: “Oil Rich University of Texas Cashes In on AI, Crypto, and Power.”

- Oliver Metcalfe, BNEF Head of Wind Research, discusses BNEF’s outlook for offshore wind.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Bloomberg Intelligence hosted by Paul Sweeney and John Tucker

-Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, discusses the latest out of the Mideast. President Donald Trump urged Iran to accept a nuclear deal to avoid further attacks, after Israel bombed Iran's atomic facilities and killed top commanders.

-Dr Ariel Cohen, Senior Fellow at the Atlantic Council, discusses the latest out of the Mideast. Israel launched airstrikes across Iran, targeting nuclear facilities and killing senior military commanders, in a major escalation that could spark a broad war in the Middle East.

-Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. US consumer sentiment rose 8.3 points to 60.5 in June, exceeding expectations, as concerns about the economy eased and short-term inflation expectations improved.

-Siddharth Philip, Bloomberg Deputy Team Leader for Global Aviation, discusses Boeing’s latest crisis. A 787 Dreamliner jet crashed in India, killing over 240 people, and Boeing must now navigate the aftermath to reassure investors and the public.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

-Siddharth Philip, Bloomberg Deputy Team Leader for Global Aviation, discusses the crash of a Boeing 787 Dreamliner operated by Air India that was bound for London. More than 200 bodies have been recovered at the crash site, according to police officials.  The flight was carrying 242 passengers and crew, most of whom were Indian and British nationals.

-Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses his outlook for the U.S economy. The US producer price index rose 0.1% in May, indicating muted inflation across the board and no sign of price shocks from tariffs.

-Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the latest tariffs news. President Donald Trump plans to send letters to trading partners in the next one to two weeks setting unilateral tariff rates ahead of a July 9 deadline.

-Laura Modi, CEO and Co-Founder of Bobbie, discusses the infant formula Made in America Act, inclusion in finance, and leadership.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

-Sarah McGregor, Bloomberg Managing Editor of the National Team, discusses the latest with the LA protests. The Trump administration has mobilized 700 Marines to join thousands of National Guard troops in Los Angeles to respond to anti-deportation protests, escalating tensions with Democratic leaders.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the Department of Health and Human Services dismissing all 17 members of the Advisory Committee on Immunization Practices (ACIP), a key scientific panel that advises the US government on vaccine safety and policy.

-Joy Yang, Head of Index Product Management at MarketVector Indexes, discusses her outlook for the markets. A quiet session on the economic front saw traders driving the S&P 500 mildly up, with the gauge about 2% away from a record. Tesla Inc. led gains in megacaps.

-Chiling Tong-CEO of National ACE, discusses the effects of tariffs and trade policy on AAPI small business owners, ethnic business districts and their economic vulnerability.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

-Brendan Murray, Bloomberg Global Trade Editor, discusses U.S-China talks. The US and China have begun trade talks in London, with the US signaling a willingness to remove restrictions on some tech exports in exchange for assurances that China is easing limits on rare earth shipments.

-Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses political news of the day. Senate Republicans plan to propose revised tax and health-care provisions to President Trump's $3 trillion economic package, despite criticism from Elon Musk.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Brothers Discovery splitting into two independent companies: Global Networks and Streaming and Studios. Global Networks will include entertainment, sports, and cable television brands such as CNN, TNT, and TBS, and will hold a 20% stake in Streaming and Studios.

-Ann Berry, Founder & Managing Partner at Threadneedle, discusses the latest on the markets. Despite a surge in stocks from April lows, market strategists are growing optimistic about US stocks, with some forecasting resilient economic growth and limited pullback over the summer.

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Hosts: Paul Sweeney and Alix Steel

On this podcast:

- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Constellation Energy agreeing to sell power from a Clinton nuclear plant in Illinois to Meta Platforms.
- Craig Trudell, Bloomberg Global Autos Editor, discusses the Bloomberg Big Take story: “A Fatal Tesla Crash Shows the Limits of Full Self-Driving.”
- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses how Comcast's theme parks are poised to become one of its most valuable assets.
- Michl Binderbauer, CEO of TAE Technologies, discusses the company’s approach to commercial fusion power.
- David Doherty, BNEF Head of Natural Resources Research, discusses how oil and gas companies are investing in low carbon technologies.
- Hannah Levitt, Bloomberg Senior Finance Reporter, discusses Wells Fargo CEO Charlie Scharf clearing the Federal Reserve's seven-year-old cap on assets, allowing the bank to grow and compete with larger rivals.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Steven Blitz, Chief US Economist at TS Lombard, discusses the May jobs report. US job growth moderated in May, with nonfarm payrolls increasing 139,000, and prior months' figures revised lower, indicating employers' caution about growth prospects.

Max Chafkin, Bloomberg Businessweek Senior Reporter and and Co-Host of the Elon Inc Podcast, discusses the feud between Elon Musk and President Donald Trump. Elon Musk and Donald Trump's alliance ended in a public spat, with Musk eventually backing down after Tesla's stock price tanked and his net worth crumbled by $34 billion.

Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the latest news at Harvard University. A US District Judge has granted Harvard University a temporary restraining order, blocking the Trump administration's ban on international students entering the US

Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululmon earnings. Lululemon Athletica posted a second straight disappointing quarter, with projected sales and profit below analyst estimates, causing its shares to tumble as much as 21% in premarket trading.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Tyler Kendall, Bloomberg Television Washington Correspondent discusses US President Donald Trump and Chinese President Xi Jinping agreeing to further trade talks and clearing up disputes surrounding rare earth exports.

Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data. There was a Dovish shift in Fed-dated OIS seen in the aftermath of weekly jobless claims data, with markets now pricing in the first full quarter-point rate cut by the September policy meeting from October.

Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses political news stories of the day. Donald Trump and Republican senators discussed scaling back the $40,000 state and local tax deduction cap in the House version of the president's tax-cut bill.

Michael Polsky, Founder and CEO of Invenergy, joins to discuss the fate of solar and wind in the U.S, and energy tax credits.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

**Broadcasting live from BNY INSITE at National Harbor, Maryland**

Today’s Podcast Features are: 

Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Activity at US service providers unexpectedly contracted last month for the first time in nearly a year and companies throttled back hiring, indicating the grip on the economy from higher tariffs is getting tighter.

Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data, Private-sector payrolls increased by 37,000 last month, marking the slowest pace in two years and lower than all estimates in a Bloomberg survey of economists.

Hannah Levitt, Bloomberg Senior Finance Reporter, discusses Wells Fargo CEO Charlie Scharf clearing the Federal Reserve's seven-year-old cap on assets, allowing the bank to grow and compete with larger rivals.

Craig Trudell, Bloomberg Global Autos Editor, discusses the Bloomberg Big Take story: “Fatal Tesla Crash Shows Dangers of Full Self-Driving.”

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

**Broadcasting live from BNY INSITE at National Harbor, Maryland**

Today’s Podcast Features are: 

Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses U.S eco data. The JOLTS data offered kind of a mixed bag. While job openings surprised to the upside (7.391 million versus 7.1 million expected), so too did layoffs (1.786 million versus 1.614 million expected.)

Zoe Schneeweiss, Bloomberg Western Europe Economy Team Leader, discusses the OECD slashing its global economic forecasts due to Donald Trump's trade policies, citing the impact of tariffs and uncertainty on confidence and investment.

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Constellation Energy agreeing to sell power from an Illinois nuclear plant to Meta Platforms as artificial intelligence sends power demand soaring.

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermess, discusses his outlook for the markets. Wall Street traders drove stocks higher as data showed the US labor market is holding up despite concerns about risks stemming from President Donald Trump’s tariff war.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are: 

Susan Spence, Chair of ISM Manufacturing PMI at Institute for Supply Management, discusses ISM Manufacturing data. US factory activity contracted in May for a third consecutive month and a gauge of imports fell to a 16-year low as firms pulled back in the face of higher tariffs.

Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the latest Biotech news. Sanofi agrees to buy Blueprint Medicines Corp. for at least $9.1 billion to expand in rare immunological diseases. Bristol-Myers Squibb Co. will pay BioNTech SE as much as $11.1 billion to license a next-generation cancer drug. Moderna  won FDA approval for its second-generation Covid vaccine for all adults over 65 and anyone over 12 who has at least one risk factor for severe disease.

Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Wall Street investors are parsing economic data, tariff, and geopolitical developments, causing stocks to waver and the dollar to head towards its lowest since 2023.

Michl Binderbauer, CEO of TAE Technologies, discusses the company's latest funding round. TAE Technologies (“TAE”), the leading fusion energy company developing the cleanest and safest approach to commercial fusion power. Today it announced that it has raised more than $150 million in its latest funding round, exceeding the company’s initial target for the round.

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Hosts: Paul Sweeney and Alix Steel

On this podcast:

- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings.
- Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of the U.S House bill on clean energy.
- Max Abelson, Bloomberg News Finance Reporter, and Annie Massa, Bloomberg Wealth Reporter, discuss the Bloomberg Big Take story: “The Trump Family’s Money Making Machine.”
- Kurt Wagner, Bloomberg Tech Reporter, discusses the Bloomberg Big Take story: “Zuckerberg’s Bet on Maga Has Yet to Bear Fruit, While Risks Loom.”
- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings.
- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick's Sporting Goods.
- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Stellantis naming a new boss.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and John Tucker

Today’s Podcast Features are: 

Greg Stohr, Bloomberg Supreme Court Reporter, discusses the Supreme Court allowing the Trump administration to immediately end temporary legal status for migrants from Cuba, Haiti, Nicaragua, and Venezuela, affecting up to half a million people.

Brian Levitt, Global Market Strategist at Invesco, discusses his outlook for the markets. Following a torrid rally that put the S&P 500 on track for its best May since 1990, the gauge lost about 1% Friday. A slide big tech weighed heavily on trading.

Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data. US consumers slowed spending in April, with inflation-adjusted personal spending rising 0.1%, while goods imports plummeted by a record 20% due to higher tariffs.

Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the latest on President Trump’s tariffs. A court ruling blocking President Trump's tariffs could create a $2 trillion hole in the US fiscal outlook over the coming decade and remove duties that would have raised nearly $200 billion annually.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are: 

Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the latest on President Trump’s tariffs. A US court has blocked many of President Trump's tariffs on imports from dozens of countries, declaring them illegal and throwing his tariff strategy into turmoil.

Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the latest news at Harvard University. The Trump administration is targeting Ivy League universities, particularly Harvard, by casting them as ideologically biased and focused on promoting global elite ideas at the expense of US interests.

Matt Stucky, Vice President, Chief Portfolio Manager Equities, at Northwestern Mutual, discusses his outlook for the markets. Matt thinks the Fed’s trajectory of 2+ cuts could get pushed out if tariffs ultimately cause upward pressure on inflation without a material impact on the labor market. Matt also comments on Nvidia earnings.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are: 

Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses President Donald Trump stating that the US government will retain guarantees and an oversight role over Fannie Mae and Freddie Mac even if they are taken public.

Meera Pandit, Executive Director, Global Market Strategist, at JP Morgan Asset Management, discusses her outlook for the markets. Wall Street's rebound halted ahead of Nvidia's highly anticipated earnings report, with the S&P 500 retreating and the options market implying a post-results move of about 6% in either direction for the chipmaker.

Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Macy’s and Abercrombie & Fitch. Macy's posted better-than-expected quarterly results, with comparable-store sales falling less than analysts had anticipated and revenue of $4.6 billion surpassing the average estimate. -Abercrombie & Fitch shares rose sharply after the retailer upped its full-year outlook.

Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses Stellantis appointing Antonio Filosa as its new CEO, effective June 23, to turn around the company after former boss Carlos Tavares was forced out.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are: 

Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. US consumer confidence rebounded sharply in May, with the Conference Board's gauge increasing by 12.3 points to 98, marking the biggest monthly gain in four years.

Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses the European Union and the US signaling a willingness to work towards a trade deal over the next six weeks. This follows a phone call between President Donald Trump and European Commission President Ursula von der Leyen.

Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the latest news at Harvard University. The Trump administration is moving to cancel all remaining federal contracts with Harvard University, worth an estimated $100 million, as part of its battle against the university.

Patrick Wilson, Portfolio Manager at CenterSquare Investment Management, joins to discuss
how the outlook for potentially higher inflation due to tariffs can shape investing in listed REITs today.

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Hosts: Paul Sweeney and Alix Steel

On this podcast:

- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target earnings.
- Amar Vasdev, BNEF Lead Levelized Cost Expert, discusses why it is now cheaper to build new solar than continue running old fossil plants in some parts of the world.
- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings.
- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX Earnings.
- Anna Edney, Bloomberg National Health Care Reporter, discusses the Bloomberg Big Take story: “Possible Cancer, Health Risks Lurk in Popular OTC Drug.”
- Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the Bloomberg Big Take story: “Apple Is Spending Billions and Still Hasn't Managed to Crack AI.”
- Simone Foxman, Reporter for Bloomberg News Equality Team, discusses DEI at U.S companies.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Alix Steel and John Tucker

Today’s Podcast Features are: 

Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses tariffs. President Donald Trump threatened a 50% tariff on the European Union starting June 1, citing stalled trade talk.

Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses President Donald Trump threatening Apple with a tariff of at least 25% if the tech company does not manufacture their iPhones in the US. 

Gautam Mukunda, Executive Fellow at Yale School of Management, joins for a discussion discusses the latest news at Harvard University.  Harvard University said it is filing a lawsuit over the Trump administration’s move to block it from enrolling international students. 

-Mario Marcel, Chile Finance Minister, discusses the NYC Chile Day event, a yearly conference that promotes Chile in international financial markets.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel 

Today’s Podcast Features are: 

Michael Shepard, Bloomberg Senior Editor in Washington, discusses the House has passing President Donald Trump's signature tax bill, which would avert a year-end tax increase but add to the US debt burden, and the bill now heads to the Senate.

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the Justice Department probing whether Google violated antitrust law with an agreement to use the artificial intelligence technology of Character.AI, a popular chatbot maker.

Walter Todd, President, Chief Investment Officer, and Managing Director at Greenwood Capital, discusses his outlook for the markets. Wall Street made a cautious comeback after a Treasury selloff, with stocks halting a slide amid a rebound in bonds and the dollar advancing.

Max Abelson, Bloomberg News Finance Reporter, and Annie Massa, Bloomberg Wealth Reporter, discuss the Bloomberg Big Take story: “Trumps Turn Presidency Into Most Lucrative Venture Yet.”

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel 

Today’s Podcast Features are: 

-Garrett Watson, Director of Policy Analysis at the Tax Foundation, discusses President Trump’s economic bill. House Speaker Mike Johnson said Republicans have reached an agreement to increase the state and local tax deduction to $40,000. 

-Karen Manna, Investment Director and Portfolio Manager at Federated Hermes, discusses her outlook for the markets. Stocks rebounding in some of the world’s largest technology companies pushed stocks away from session lows, though concerns about the US fiscal footing still lurked in the background - driving bonds and the dollar down. 

-Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses commodities. Bitcoin hit an all-time high after the advancement of stablecoin legislation in the US stoked hopes of regulatory clarity under President Donald Trump. Oil prices rose after a CNN report suggested Israel is preparing for a potential strike on Iranian nuclear facilities.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are: 

-Mishal Husain, Editor-at-Large for Bloomberg Weekend, discusses her conversation with Tesla CEO Elon Musk.  Elon Musk said he’s committed to still leading Tesla Inc. in five years and expects to pare back his political spending, assuaging some investors’ concerns about the future of his most valuable company.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings.  Home Depot maintained its guidance for the fiscal year as US sales ticked up, a sign that consumer spending has held up despite economic turbulence.

-John Creekmur, Chief Investment Officer at Creekmur Wealth Advisors, discusses his outlook for the markets. Wall Street's rally took a breather on Tuesday, with stocks falling as traders awaited fresh catalysts after a six-day run that put the S&P 500 up almost 20% from its April lows.

-Anna Edney, Bloomberg National Health Care Reporter, discusses the Bloomberg Big Take story: “Possible Cancer, Health Risks Lurk in Popular OTC Drug.”

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are: 

Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Stocks rebounded from session lows after a US downgrade by Moody's Ratings, with traders looking past the downgrade and focusing on bullish momentum fueled by the US-China tariff truce.

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. Phil discusses how solid US economic data helps as equities reverse their April freefall.

Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the Bloomberg Big take story: “Apple Is Spending Billions and Still Hasn't Managed to Crack AI.”

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A smart and fun chat show about all things business. Hosted by award-winning business and economics journalists Max Chafkin (author of The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power) and Stacey Vanek-Smith (former co-host of NPR’s Planet Money and reporter for Marketplace), Everybody's Business is powered by the unparalleled sources and reporters who bring you Businessweek magazine’s headlines and the stories behind them. The show gives listeners a window into the discussions happening in boardrooms, Zooms and group chats in power centers around the world. From interpreting Fed meetings to the business of wolf cloning, each week Max, Stacey and their friends at Bloomberg Businessweek guide listeners through what really went on during the last week from Wall Street and Main Street. Because what’s happening with money and markets is everybody’s business.

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Paul Sweeney and Alix Steel

On this podcast:

- Elliott Stein, Bloomberg Intelligence Litigation Analyst, discusses his research titled “SCOTUS Would Likely Let Trump Fire Powell Even If Markets Don’t.”

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses China removing a ban on Boeing deliveries.

- Sid Philip, Deputy Team leader for Global Aviation, discusses Boeing landing its biggest-ever aircraft order, with Qatar Airways agreeing to purchase up to 210 widebody aircraft.

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft job cuts.

- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses President Donald Trump attempting to lower U.S drug prices.

- Austin Carr, Bloomberg Technology Reporter, discusses the Bloomberg Big Take story titled “DeepSeek’s ‘Tech Madman’ Threatens US Dominance of AI.”


Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

Today’s Podcast Features are: 

Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses consumer sentiment data. US consumer sentiment fell to the second-lowest level on record, with nearly three-fourths of respondents mentioning tariffs as a concern.

Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk  replacing CEO Lars Fruergaard Jorgensen. It’s due to increased competition for its Wegovy obesity shots and a 53% decline in its share price over the past 12 months.

Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Charter Communications agreeing to combine with closely held Cox Communications in a cash-and-stock deal that would unite two of the biggest US cable providers.

George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing reaching a tentative non-prosecution agreement with the US Justice Department in a fraud case stemming from two fatal 737 Max plane crashes. That’s according to Reuters.

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Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

Today’s Podcast Features are: 

Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Walmart delivered solid sales and earnings growth, but cautioned that tariffs and economic turbulence will lead to price increases.

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. US retail sales rose 1.4% in March, the most in over two years, driven by a jump in car purchases and other goods such as electronics.

Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses President Donald Trump saying he’s asked Apple’s Tim Cook to stop building plants in India to make devices for the US, pushing the iPhone maker to add domestic production as it pivots away from China.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel 

Today’s Podcast Features are: 

Sid Philip, Deputy Team Leader for Global Aviation, discusses Boeing signing an accord with Qatar Airways for up to 210 widebody aircraft, including the 787 Dreamliner and 777X model, in a deal valued at $96 billion. The agreement is a major win for Boeing, Qatar Airways, and President Donald Trump, who witnessed the signing ceremony and congratulated Boeing CEO Kelly Ortberg on the record-breaking order.

Sean O'Hara, President of Pacer ETFs, joins the show to talk about ETF investing, markets, and current flows. Sean says three key headwinds have been pressuring markets: tariffs, tax policy, and Federal Reserve uncertainty.
Recent progress in U.S-China tariff negotiations removes a major source of uncertainty.


Joe Mastrangelo, CEO of Eos Energy Enterprises, discusses energy storage systems. He discusses American energy policy, energy innovation, and company performance and growth.

Austin Carr, Bloomberg Technology Reporter, discusses the Bloomberg Big Take story: DeepSeek’s ‘Tech Madman’ Threatens US Dominance of AI.”
Description: DeepSeek’s sudden emergence illustrates how China’s industry is thriving despite Washington’s efforts to slow it down.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel 

Today’s Podcast Features are: 

-Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Rate Strategist, discusses U.S CPI data. US inflation rose by less than forecast in April amid tame prices for clothing and new cars, suggesting little urgency so far by companies to pass along the cost of higher tariffs to consumers.

-Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. The stock market rallied, wiping out losses for the year, on speculation that trade war tensions are cooling, with the S&P 500 rising 0.9% and the Nasdaq 100 climbing 1.7%.

-Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses UnitedHealth earnings. UnitedHealth Group Inc. unexpectedly replaced its chief executive and suspended earnings guidance, raising increasing questions over how the company once regarded as a safe bet by investors has got its cost predictions so wrong.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft saying it will cut thousands of workers with a focus on reducing layers of management. The planned terminations will amount to less than 3% of total headcount, a spokesperson said. They will occur across geographies, employee levels and include LinkedIn, the spokesperson added.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel 

Today’s Podcast Features are: 

Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses President Trump attempting to slash drug prices for Americans by more closely aligning their costs to lower prices paid abroad, renewing and expanding upon a failed push from his first term.

Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses talks between Washington and Beijing to temporarily lower tariffs and de-escalate the trade war. The tariff arrangement will see the combined 145% US levies on most Chinese imports reduced to 30% and the 125% Chinese duties on US goods will drop to 10% for three months to give the countries time to negotiate a broader agreement on trade.

James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, discusses the latest on the markets. Investors betting the US-China trade reprieve marks the end to an all-out tariff war that had threatened to tip the world into a recession sent stocks rallying, while spurring a slide in defensive corners of the market from bonds to gold and haven currencies.

Brant Standridge, President, Consumer and Business Banking at Huntington Bank, discusss Huntington's expansion as banks pull back, and overall growth story. Huntington is a top-10 U.S. regional bank and a Fortune 500 company with $204 billion in assets. It’s one of the only regional banks to post growth in the first quarter of 2025, driven by increased loans and deposits, expanded net interest margin, growth of fee revenues, and rigorous expense management.

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Paul Sweeney and Alix Steel

On this podcast:

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings.
- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Tyson Foods earnings.
- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Marriott earnings.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses BioNTech earnings.
- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Ford earnings.
- Pol Lezcano, BloombergBNEF Senior Associate, discusses U.S clean power.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel 

Today’s Podcast Features are: 

-Shawn Donnan, Bloomberg News Senior Economics Writer, discusses President Donald Trump floating an 80% tariff on China ahead of negotiations due to begin Saturday as he urged Beijing to do more to open their markets to US goods.

-Josh Pantony, Co-founder and CEO of Boosted.AI, discusses AI spending, arms race, and how investors are using AI. Recent earnings reports from the largest companies in the world -- Meta, Microsoft and Amazon -- underscore that spending on AI continues to grow exponentially.

-Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses U.S-China talks and President Trump’s tax plan. Veda Partners' forecast says there is growing optimism, particularly as business leaders at the Milken conference posited that 50-60% tariff rate reductions could come soon, and that this week's first meeting between the US and China will lead to a sharp reduction in tariffs in the very near term, perhaps immediately. 

-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses US prosecutors and regulators investigating a $32 million deal between CrowdStrike and Carahsoft Technology. They are probing what senior company executives may have known about it and are examining other transactions made by the cybersecurity firm, according to two people familiar with the matter.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel 

Today’s Podcast Features are: 

Enda Curran, Bloomberg Global Economy Reporter, and Joe Mayes, UK Government Reporter, discuss US President Donald Trump announcing a trade framework with the UK, which will bring down barriers and expand market access for American goods, including beef and ethanol.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are: 

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings. Walt Disney Co. reported fiscal second-quarter results that beat Wall Street estimates and raised its outlook for the full year, citing strong performances from theme parks and streaming TV.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are: 

-Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses German Parliament backing Friedrich Merz as German Chancellor.

-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses DoorDash announcing two multibillion-dollar acquisitions: buying London-based delivery company Deliveroo Plc for £2.9 billion and hospitality tech company SevenRooms Inc. for $1.2 billion.

-Bess Freedman, Chief Executive Officer at Brown Harris Stevens, discusses the state of commercial real estate. Topics include: CRE Lending Rebound Amid Lingering Uncertainty, Retail Sector Faces Ongoing Challenges, and Retail Sector Faces Ongoing Challenge.

-Pol Lezcano, BloombergBNEF Senior Associate, gives his outlook for clean energy. BNEF says clean energy buildout (solar, onshore wind and energy storage) in the US won't slow down despite Trump's efforts to build more fossil fuel power generation and nuclear.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are:   

Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire CEO Warren Buffet retiring. Berkshire Hathaway Inc. followed Warren Buffett’s recommendation, naming Vice Chairman Greg Abel to replace the billionaire as CEO, effective Jan. 1.

Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Tyson Foods earnings. Tyson Foods' shares dropped after the company reported stronger-than-expected quarterly earnings, as investors focused on the company's deepening losses in its beef business.

Enda Curran, Bloomberg Global Economy Reporter, discusses President Donald Trump suggesting that his administration could strike trade deals with some countries as soon as this week, offering the prospect of relief for trading partners seeking to avoid higher US import duties.

Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. The ISM survey prices paid jumped to 65.1, far higher than the 61.4 expected by economists. It’s the highest print since early 2023, when inflation was slowing after the pandemic supply shock.

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Paul Sweeney and Alix Steel

On this podcast:
-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro Computer preliminary results.
- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings.
- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence and Elliot Stein, Bloomberg Intelligence Litigation Analyst, discuss BI’s new Tariff research.
- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses cruise-line earnings.
- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Microsoft earnings.
- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings.
- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are:    

Tom Gimbel, Vice Chairman, American Staffing Association and Founder of LaSalle Network, discusses the April jobs report.  US job growth was robust in April and the unemployment rate held steady despite deep uncertainty over President Donald Trump’s trade policies, which economists expect will dent hiring plans over the coming months.

Brooke Sutherland, Bloomberg Boston Bureau Chief, discusses President Donald Trump declaring that Harvard University would lose its tax-exempt status, stepping up his attack on the Ivy League school by threatening to choke off an array of financial benefits.

Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses Chevron and Exxon earnings. Chevron Corp. will reduce share buybacks this quarter after oil prices tumbled, indicating that President Donald Trump’s trade war is hurting a key US industry he pledged to help. Exxon Mobil Corp., which also reported earnings Friday, is sticking to its plan to buy back about $5 billion in shares per quarter.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are:    

David Welch, Bloomberg Detroit Bureau Chief, discusses General Motors cutting its full-year profit outlook due to as much as $5 billion of exposure to auto tariffs, among the biggest financial hits revealed by any company so far from President Donald Trump’s trade war.

Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s saying its’ board terminated CEO Ashley Buchanan due to undisclosed conflicts of interest. An investigation conducted by outside counsel and overseen by Audit Committee of board determined Buchanan violated company policies by directing company to engage in vendor transactions that involved undisclosed conflicts of interest.

David Kirkpatrick, Founder of Techonomy, discusses tech earnings. Meta Platforms Inc. shares jumped after the company’s advertising sales quelled Wall Street concerns about the impact of the Trump administration’s trade war, with first-quarter revenue beating expectations. 

Marci McGregor, Head of Portfolio Strategy for the CIO, at Merrill and Bank of America Private Bank, discusses her market outlook. Technology companies are powering US stocks on Thursday after the latest batch of robust earnings, with major indexes close to erasing losses sparked by the tariff shock that rattled markets just weeks ago.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are:    

Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. The US economy contracted at the start of the year, and traders are betting that the Federal Reserve will cut interest rates this year to prevent a recession. The S&P 500 cut losses after separate data showed US consumer spending jumped in March.

Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro Preliminary results. Super Micro Computer shares tumbled Wednesday after giving preliminary results that fell well short of analysts’ estimates, a sign its comeback plan has been slow to gain traction. 

Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Caterpillar  expects slightly lower sales this year if Trump administration tariffs remain in place and the economy dips into a recession in the second half.

Ann Miletti, Head of Equity Investments at Allspring Global Investments, discusses her outlook for the markets. Evidence that the world’s largest economy is at risk of buckling under the weight of President Donald Trump’s tariff war whipped up fresh volatility on Wall Street.

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are:    

David Welch, Bloomberg Detroit Bureau Chief, recaps GM earnings. General Motors is pulling earnings guidance for 2025 and putting $4 billion in share buybacks on hold until it has more clarity on the impact of US tariffs.

David Gura, Correspondent for Bloomberg, and Host of 'The Big Take' podcast" discusses Canada’s election. Canada’s Liberal Party won a fourth straight election, as voters chose former central banker Mark Carney to manage the country’s response to US President Donald Trump’s trade war.

Ted Swimmer, Head of Capital Markets and Advisory at Citizens Bank, discusses the latest on capital markets, the IPO market, and private markets. He discusses the evolution of the private credit space -- where traditional banks are increasingly partnering with private lenders. David also talks about how lenders are protecting themselves from private credit deals going bad through the use of unique covenants.

Ben Miller, Co-Founder and CEO at Fundrise, discusses the state of commercial real estate. In the longer term, starting with the naming of a new Fed chair in May of 2026, Ben expects rates to come down significantly and quickly. He thinks even in a low rates/low growth environment (like the 2010’s), this would be a gift to real estate owners/investors.

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Bloomberg Intelligence hosted by Paul Sweeney, Lisa Mateo, and Matt Miller

Today’s Podcast Features are:    

Brendan Murray, Bloomberg Global Trade Editor, discusses how cargo shipments from China to the US have plummeted by as much as 60% since the US raised tariffs to 145% in early April, and thousands of companies will need to replenish inventories by mid-May.

Anurag Rana, Bloomberg Intelligence Technology Analyst, and Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, preview tech earnings this week. This week, Microsoft, Apple, Meta Platforms, and Amazon will report their quarterly earnings in a market concerned about the impact of trade wars and tariffs on the economy. Analysts expect the companies to deliver an average of 15% profit growth in 2025, despite the uncertain market climate.

Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Wall Street investors bracing for a deluge of corporate earnings and key economic data sent stocks falling on Monday as they awaited more insights on the impacts of President Donald Trump’s trade war.

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