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  • BI Weekend: Target, Home Depot, TX Earnings
    2025/05/23

    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.

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    38 分
  • Trump Rattles Markets With Fresh Tariff Threats on EU, Apple
    2025/05/23

    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.

    See omnystudio.com/listener for privacy information.

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    24 分
  • Trump Tax Bill Narrowly Passes House, Overcoming Infighting
    2025/05/22

    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.”

    See omnystudio.com/listener for privacy information.

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    26 分
  • Johnson Says Deal Reached on Raising SALT CAP TO $40,000
    2025/05/21

    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:

    -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.

    See omnystudio.com/listener for privacy information.

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    20 分
  • Musk Commits to Tesla CEO Role and Plans Political Pullback
    2025/05/20

    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:

    -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.”

    See omnystudio.com/listener for privacy information.

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    24 分
  • Treasuries, Dollar Fall as Moody’s Sharpens Focus on US Debt
    2025/05/19

    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:

    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.”

    See omnystudio.com/listener for privacy information.

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    19 分
  • Introducing: Everybody's Business
    2025/05/18

    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.

    See omnystudio.com/listener for privacy information.

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    1 分
  • BI Weekend: Boeing Deal, Microsoft Job Cuts, US Drug Prices
    2025/05/16

    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.

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    36 分