Bloomberg Intelligence

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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.

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 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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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: 

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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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: 

-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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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: 

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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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: 

-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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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: 

-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.

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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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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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Hosts: Paul Sweeney and Alix Steel

*Broadcasting Live from the New Jersey Institute of Technology*

On this podcast:

-Wunmi Sadik, NJIT Distinguished Professor, Chemistry and Environmental Science, discusses the development of nano-sized analytical sensors for measuring pain biomarkers in the human body.

-Eric Fortune, NJIT Associate Professor, Biological Sciences, discusses how he recently led a team competing to record the biodiversity in a square kilometer of the Amazon rainforest.

-Chao Yan, NJIT alumnus; co-founder and CEO of Princeton NuEnergy, discusses (PNE), which is a global leader in lithium-ion battery direct recycling.

-Elisa Kallioniemi, Assistant Professor of bio-medical engineering at NJIT, discusses the benefits of brain stimulation.

- Tara Alvarez, NJIT Distinguished Professor, Bio-Medical Engineering, discusses OculoMotor Technologies, a startup developing VR solutions for optometrists to use in diagnosing and treating vision disorders.

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing 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:    

Shawn Donnan, Bloomberg News Senior Economics Writer, discusses the latest tariffs news. China’s government is considering suspending its 125% tariff on some US imports, pe ople familiar with the matter said, as the economic costs of the tit-for-tat trade war weigh heavily on certain industries. Authorities are considering removing the additional levies for medical equipment and some industrial chemicals like ethane, the people said, asking not to be identified discussing private deliberations.

Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich consumer sentiment data. US consumer sentiment fell to one of the lowest readings on record and long-term inflation expectations climbed to the highest since 1991 on fears of the economic fallout from tariffs.

Dan Ives, Global Head of Technology Research at Wedbush Securities, recaps tech earnings. Alphabet reported first-quarter revenue and profit that exceeded analysts' expectations, driven by strength in its search advertising business. Alphabet's cloud business, Google Cloud, brought in operating profit of $2.18 billion, beating analysts' estimates, and the company remains heavily invested in AI, boosting its spending on servers and data centers.

Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses news that Apple is aiming to import most of the iPhones it sells in the US from India by the end of next year.  The goal would require Apple to roughly double its annual iPhone output in India to more than 80 million units.

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Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

Today’s Podcast Features are:    

Nick Wadhams, Bloomberg National Security Team Leader, discusses news the U.S will demand that Russia accept Ukraine’s right to have its own army and defense industry as part of a peace agreement between Moscow and Kyiv.

Joy Yang, Head of Index Product Management at MarketVector Indexes, discusses her outlook for the markets. Wall Street investors weighing the impacts of President Donald Trump’s trade war on Corporate America sent stocks climbing on bets the Federal Reserve could cut rates sooner than anticipated to prevent a recession.

Tyler Kendall, Bloomberg Television Washington Correspondent, discusses the latest on tariffs.  China demanded that the US revoke all unilateral tariffs and denied there were talks on reaching a trade deal, maintaining a defiant stance despite President Donald Trump’s recent easing of criticism of the country.

Damian Garde, Bloomberg Health Reporter, discusses Merck saying it expects to lose $200 million to already-announced tariffs in 2025 amid a roiling trade war between the US and China. The estimate doesn’t account for the possibility that President Donald Trump will fulfill his long-held promise of imposing levies on pharmaceutical imports to the US, which would be on top of existing tariffs.

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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:    

- Stuart Paul, US Economist with Bloomberg Economics, discusses comments from Scott Bessent, U.S treasury Secretary at the Institute of International Finance. Bessent said that the Trump administration is looking at multiple factors with regard to China beyond just tariffs — including non-tariff barriers and government subsidies. He also said that the strongest relationship between Washington and Beijing is at the top, and that there was no timeframe for engagement.

-Craig Trudell, Bloomberg Global Autos Editor, recaps Tesla earnings. Tesla shares rose after CEO Elon Musk pledged to retreat “significantly” from his US government work to concentrate on the electric-vehicle company as his work with DOGE is “mostly done.” This comes after Tesla trimmed its spending plan after its stingiest quarter since 2021.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing earnings. Boeing Co. reported first-quarter results that exceeded Wall Street’s estimates, giving the embattled planemaker a greater degree of stability to navigate dislocations in global trade that have complicated exports. The planemaker used $2.3 billion in free cash in the three months ended March 31 as it ramped up jet production, Boeing said in a statement Wednesday

-Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. The latest equity gyrations signal there’s no let up in Wall Street’s trade war obsession, with volatility-inducing policy pronouncements rocking investors big and small.

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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

*Broadcasting Live from NJIT*

Today’s Podcast Features are:    

Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses the latest from the IMF and World Bank spring meetings.

Wunmi Sadik, NJIT Distinguished Professor, Chemistry and Environmental Science, discusses the development of nano-sized analytical sensors for measuring pain biomarkers in the human body.

Tara Alvarez, NJIT Distinguished Professor, Bio-Medical Engineering, discusses OculoMotor Technologies, a startup developing VR solutions for optometrists to use in diagnosing and treating vision disorders.

Chao Yan, NJIT alumnus; co-founder and CEO of Princeton NuEnergy, discusses (PNE), which is a global leader in lithium-ion battery direct recycling.

Eric Fortune, NJIT Associate Professor, Biological Sciences, talks about how he recently led a team competing to record the biodiversity in a square kilometer of the Amazon rainforest.

Elisa Kallioniemi, Assistant Professor of bio-medical engineering at NJIT, talks about the benefits of brain stimulation.

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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:      

Tom Orlik, Bloomberg Economics Chief Economist, discusses US stocks falling on Monday due to concerns that President Donald Trump will fire Fed Chair Jay Powell and implement policies that could lead to a recession.

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets.  A selloff in US assets deepened as President Donald Trump stepped up criticism of Jerome Powell on social media, with stocks, the dollar and longer-dated Treasuries sliding amid concerns about the Federal Reserve’s future independence.

Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses death of Pope Francis.  Pope Francis, who encouraged Catholics to embrace a more compassionate view on many issues but found it difficult to close the book on past abuses by clergy, died at the age of 88.

Julie Biel, Chief Market Strategist & Portfolio Manager at Kayne Anderson Rudnick, discusses her outlook for the markets. Trump’s assurances that tariff talks were progressing did little to stop a market rout. The S&P 500 and other major stock indexes fell nearly 3% each while the dollar index weakened to a 15-month low.

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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:

Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Pfizer terminating development of its obesity pill.

George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about China ordering its airlines to stop taking deliveries of Boeing jets.

Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses LVMH earnings.

David Welch, Bloomberg Detroit Bureau Chief, discusses the Bloomberg Big Take story: “GM and Its Eight-Year, $35 Billion EV Bet Brace for Tariff Hit.”

Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, talks about news that Elliott Investment Management is said to have built a position in H-P-E worth more than $1.5 billion.

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Intel agreeing to sell a 51% stake in its programmable chips unit ‘Altera’ to Silver Lake Management.

Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the latest news on Apple.

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 Emily Graffeo

Today’s Podcast Features are:      

Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, and
Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses a federal judge finding Google guilty of illegally monopolizing online advertising technology markets for advertising exchanges and ad servers. The judge ruled that Google did not meet the definition of a monopoly for tools used by advertisers to buy display ads.

Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses UnitedHealth Group cutting its annual forecast and reporting its first earnings miss in more than a decade, in a foreboding sign that sent shares across the insurance industry tumbling. The company said it was blindsided by rising medical costs as the first quarter closed, upending a forecast it had affirmed just three months ago.

Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses recent comments from Fed Chair Jay Powell in Chicago. Today, President Donald Trump said Powell’s termination from his position can’t come quickly enough, arguing that the US central bank should have lowered interest rates already this year, and in any case should do so now.

Huw Worthington, Bloomberg Intelligence European Rates Strategist, discusses today’s ECB decision. The European Central Bank lowered interest rates for the seventh time since last June due to global trade tensions threatening the region's economic recovery.

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

Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda 

Today’s Podcast Features are: 

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest on global tech. Technology stocks led losses on Wednesday after Nvidia and Advanced Micro Devices said President Donald Trump’s administration has curbed the export of its chips to China.

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. US retail sales rose substantially in March on a jump in car purchases and other goods such as electronics, suggesting consumers were scrambling to get ahead of tariffs.

Michael Shepard, Bloomberg Senior Editor in Washington, discusses the latest on U.S-China tech. Advanced Micro Devices said it expects to take a charge of as much as $800 million after the Trump administration put new restrictions on semiconductor exports to China. The company came to the conclusion after it completed an initial assessment of a new license requirement for the export of its MI308 products, it said in a filing with the US Securities and Exchange Commission.

David Voreacos, Bloomberg Legal Reporter, discusses Harvard University tapping a white-hot lawyer with conservative bona fides to fight the Trump administration’s threat to withhold billions in funding.

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

Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda 

Today’s Podcast Features are: 

George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses China ordering a halt in Boeing jet deliveries. It’s part of the tit-for-tat trade war that’s seen US President Donald Trump levy tariffs of as high as 145% on 5% on Chinese goods, according to people familiar with the matter.

Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Bank of America Corp.’s stock traders posted a record quarter as the company reaped the benefits of volatile markets and net interest income topped analysts’ estimates. Citigroup Inc. inched closer to a key profitability target in the first quarter as the firm’s traders surpassed expectations and the bank drew a record haul from its wealth and retail businesses.

Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses Harvard University President Alan Garber rejecting the Trump administration's demands to combat antisemitism, citing concerns over academic freedom and government interference in higher education. In response, a government task force on antisemitism plans to freeze $2.2 billion of multiyear grants to Harvard, and President Trump threatens to revoke the university's tax-exempt status.

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

Bloomberg Intelligence hosted by Paul Sweeney and Emily Grafffeo 

Today’s Podcast Features are: 

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Intel agreeing to sell a 51% stake in its programmable chips unit ‘Altera’ to Silver Lake Management, making good on plans to start spinning off non-core assets. Intel will continue to hold a 49% stake in the business. The deal is expected to close in the second half of 2025. Bloomberg reported previously on the talks between the two companies.

Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Manager, discusses earnings from Goldman Sachs. Goldman Sachs’ stock traders posted their highest quarterly revenue haul on record, riding a wave of volatility triggered by an emerging global trade war that’s roiled financial markets.

Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Pfizer halting development of its highest profile experimental drug, an obesity pill aimed at the blockbuster weight-loss market dominated by shots from Novo Nordisk A/S and Eli Lilly & Co., after it was linked to liver damage in a clinical trial. 

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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: George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta airlines earnings. Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Constellation Brands. Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of Washington policy on clean energy. Jim Stratton, Workday’s Chief Technology Officer, will discuss Workday’s approach to AI. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the impact of Washington policy on drugmakers. Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses Wells Fargo’s climate retreat.

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 John Tucker and Emily Grafffeo 

Today’s Podcast Features are: 

Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses today’s slide in U.S Treasuries. The selloff in Treasuries intensified as investors continued to pull back from US assets, sending longer-dated yields toward the biggest weekly surge since the 1980s.

Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday’s data from the University of Michigan. U.S consumer sentiment tumbled the second-weakest reading on record while short- and long-term inflation expectations soared to multi-decade highs on growing tariff concerns. 

Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings. JPMorgan Chase & Co.’s stock traders took in a record haul in the first quarter, boosted by chaotic market moves set off by President Donald Trump’s policy announcements. Morgan Stanley’s stock-traders delivered first-quarter revenue that exceeded analyst predictions, earning a record $4.13 billion from equities trading. Wells Fargo & Co. missed analysts’ estimates for net interest income in the first quarter with soft loan demand hurting the bank’s largest revenue stream as tariff uncertainty clouds the US economic outlook. 

Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses earnings from BlackRock. BlackRock posted mixed results for the quarter preceding President Donald Trump’s sweeping tariffs, pulling in less client money than analysts expected but posting higher-than-anticipated earnings per share.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are:

Dana D'Auria, Co-Chief Investment Officer, at Envestnet, discusses her outlook for the markets. Fear engulfed Wall Street again as US-China trade tensions escalate, sparking a plunge in stocks, the dollar and oil, while bond havens misfire anew in the latest sign of disorder in the financial system.

Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses today’s U.S CPI data. U.S inflation cooled broadly in March, indicating some relief for consumers prior to widespread tariffs that risk contributing to price pressures.

Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Prada agreeing to buy Verace for $1.3 billlion. The Milan-based company, controlled by billionaire designer Miuccia Prada and her husband Patrizio Bertelli, is buying Versace from Capri Holdings Ltd., which paid €1.8 billion ($2 billion) for the brand in 2018.

Lara Castleton, US Head of Portfolio Construction and Strategy at Janus Henderson Investors, discusses tariffs and her market outlook. A day after the biggest stock-buying wave in five years, assets tied to the economic cycle are sinking again. Traders are rushing to game out how the effective freezing of Chinese trade will impact corporate earnings, economic growth and new hiring.

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are:

Spencer Soper, Bloomberg News Technology and E-Commerce Reporter, discusses Amazon cancelling some inventory orders from China and other Asian countries, according to a document reviewed by Bloomberg and people familiar with the matter. This suggests that the company is reducing its exposure to tariffs imposed by President Donald Trump.

Leland Miller, CEO at China Beige Book, discusses the impact of tariffs on U.S, China relations. China retaliated against new tariffs imposed by President Donald Trump by announcing it would raise duties on US goods, roiling markets and deepening a trade war between the world’s largest economies.

Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets and tariffs.
Another chaotic day on Wall Street saw stocks whipsawing as investors tried to price the impacts of President Donald Trump’s trade war, with a slide in bonds stoking fears the US risks losing its haven status.

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