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