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