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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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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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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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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.
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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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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel
Today’s Podcast Features are:
Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the economic impact of tariffs. US Treasuries fell Tuesday after the wildest day for bond traders since the height of the pandemic in March 2020. The decline pushed yields on 10-year US bonds up three basis points to 4.21%, after a volatile start to the week in which early gains gave way to steep losses.
Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the impact of tariffs on the markets.
U.S Stocks headed toward their biggest gain since November and bonds fell after Treasury Secretary Scott Bessent fueled hopes of trade deals, marking a dramatic shift in Wall Street sentiment following a selloff that chopped trillions of dollars off global markets.
Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s historic selloff. Apple's shares dropped 19% after President Donald Trump’s tariffs announcement, erasing over $637 billion in market value, due to investor skepticism about its ability to navigate President Donald Trump's tariffs on China, Vietnam, and India. Recent events also brought a short-term benefit: customers rushing to retail stores to buy iPhones.
Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of tariffs on the green transition. Donald Trump’s so-called reciprocal tariffs will inflate the cost of a vast range of imports. Under his proposal, a 10% universal tariff comes into effect for almost all US imports on April 5, and higher rates for specific countries activate on April 9th.
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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel
Today’s Podcast Features are:
James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, discusses the impact of tariffs on the markets. He talks about his observations from the selloff thus far and whether it has created any opportunities in the markets. James talks about China’s retaliation of tariffs on the US and whether others will follow.
Kevin Tynan, Director of Research at The Presidio Group, discusses the impact of tariffs on autos. Tesla’s stock extended losses Monday, dropping below a price at which Commerce Secretary Howard Lutnick predicted they’d never fall to again.
Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discussed the impact of tariffs on banks and Jamie Dimon’s letter. Wall Street executives, including Bill Ackman, Boaz Weinstein, and Jamie Dimon, are speaking out against President Trump's decision to impose tariffs worldwide, warning of economic consequences.
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