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Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss Fed policy and inflation. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Disney earnings. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” discusses his interview with David Einhorn on ‘Masters in Business.’ Dan Griffith, Senior Vice President and Director of Wealth Strategy, at Huntington Private Bank, joins to discuss his outlook for the markets. Dustin Meyer, Senior VP of Policy, Economics and Regulatory Affairs at the American Petroleum Institute, discusses today’s U.S Senate ENR hearing examining the administration's pause on LNG export approvals.
Hosts: Paul Sweeney and Alix Steel
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Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses why Tesla staff are bracing for potential job cuts. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, joins to discuss New York Community Bank, and how it’s said to be in talks to offload mortgage risk. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses ESPN's joint sports streaming venture, and previews Disney earnings. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets.
Hosts: Paul Sweeney and Alix Steel
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Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, joins to discuss UBS earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses FAA Administrator Mike Whitaker’s Capitol Hill testimony. Wendy Benjaminson, Bloomberg Washington Senior Editor, discusses Trump being denied immunity in a DC election case. David Bahnsen, Chief Investment Officer at the Bahnsen Group, discusses his outlook for the markets. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets in 2024.
Hosts: Paul Sweeney and Alix Steel
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Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks McDonalds earnings. Deborah Aitken, Bloomberg Intelligence Senior Analyst: Global Luxury Goods, Home, Beauty and Personal Care, joins to discuss Estee Lauder’s stock surge and earnings. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM services data. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the latest U.S eco data and her Fed outlook. Ben Gliklich, CEO of Element Solutions, discusses the latest on the tech sector, including semiconductor demand.
Hosts: Paul Sweeney and Alix Steel
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On this week’s podcast, we recap UPS earnings with Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst Lee Klaskow. Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst George Ferguson joins to discuss Boeing earnings. Bloomberg News Editor and Chief Emeritus Matt Winkler joins to discuss his latest column on why Tesla’s profit margins deserve more appreciation. Bloomberg Intelligence Senior Litigation Analyst Jennifer Rie discusses why the Amazon, iRobot deal fell apart. Blake Moret, Rockwell Automation CEO, also discusses earnings.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
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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Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, and Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, Athleisure, Off-Price Retail, discuss positive Meta and Amazon results. Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, discusses U.S tech earnings this week. Joanie Bily, Chief Workforce Analyst at Employbridge, discusses the January jobs report and employment trends. James Demmert, Chief Investment Officer, at Main Street Research, discusses his outlook for the markets. Joanne Hsu, University of Michigan Surveys of Consumers Director, on discusses consumer sentiment data.
Hosts: Paul Sweeney and Alix Steel
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Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, Athleisure, Off-Price Retail, and Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, preview Amazon and Apple earnings. Julia Pollak, Chief Economist at Zip Recruiter previews tomorrow’s U.S jobs report. Timothy Fiore, Chair for the Institute for Supply Management’s Manufacturing Business Survey Committee, discusses today’s ISM manufacturing data. Blake Moret, Rockwell Automation CEO, discusses earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Peloton earnings.
Hosts: Paul Sweeney and Alix Steel
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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision
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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance
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George Ferguson, Bloomberg Intelligence Senior Aerospace and Airlines Analyst, joins to discuss Boeing earnings. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses NY Community Bancorp shares plunging a record. Glen Smith, Chief Investment Officer at GDS Wealth Management, discusses his market outlook, and investment opportunities. Steve Purdy, Co-Head of Global Credit at TCW, joins to discuss the latest from the fixed income space. Kristina Hooper, Chief Global Markets Strategist at Invesco, gives her outlook for today’s Fed meeting.
Hosts: Paul Sweeney and Emily Graffeo
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