Bloomberg
Bloomberg Intelligence
Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.
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Episodes
BI Weekend: Best of Bloomberg Power Players 06.09.2024 37:08
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *The following interviews were recorded live from the Bloomberg Power Players event at Bloomberg Global Headquarters in New York. The summit brings together industry leaders at the intersection of sports, business and technology* On this week’s podcast: David Rubenstein, Co-Founder & Co-Chairman, The Carlyle Group; Owner, T...
US Hiring Comes up Short in Possible Warning Sign for Fed 06.09.2024 42:01
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Lindsey Piegza, Chief Economist at Stifel, discusses Friday's U.S jobs report. Matt Miskin, Co-Chief Investment Strategist, at John Hancock Investment Management gives market reaction to Friday's jobs report. Dana Wollman, Bloomberg Senior Technology Editor, discusses the latest Broadcom, Intel news and tech selloff. Audrey Chi...
Instant Reaction: US Job Growth Falls Short, Sets Up Fed Pivot 06.09.2024 24:28
The US hiring fell short of forecasts in August after downward revisions to the prior two months. The data are likely to fuel speculation that the Federal Reserve will deploy a big rate cut in September. Bloomberg's Tom Keene and Paul Sweeney get analysis on the numbers from Renaissance Macro Research Head of US Economic Research Neil Dutta, New Century Advisors Chief Economist Claudia Sahm, Moody...
US Services Expands at Modest Pace, Power Players Event 05.09.2024 1:02:59
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Broadcasting live from the Bloomberg Power Players event at Bloomberg Global Headquarters in New York. The summit brings together industry leaders at the intersection of sports, business and technology* Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Randal Williams, Bloomberg U.S Sports Business Repo...
US Job Openings Fall, Nvidia latest 04.09.2024 32:25
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S JOLTS data. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, and Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discuss the latest Nvidia news. Paul Karger, Co-Founder and Managing Partne...
US Manufacturing Activity Contracts, S&P 500 Slides 03.09.2024 40:30
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing data. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Stefan Nicola, Bloomberg European Automotive Editor discusses the Bloomberg Big Tak...
BI Weekend: Nvidia Earnings, Paramount Saga 30.08.2024 37:33
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast: Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Skydance Media, Paramount news. Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, talks about Eli Lilly selling vials of...
PCE Data Sets Stage for Fed Rate Cut 30.08.2024 40:21
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses PCE data. Ryan Gould, Bloomberg Deals Reporter, discusses Intel discussing various scenarios, including a split of its product-design and manufacturing businesses. Ben Emons, Chief Investment Officer & Founder at Fed Watch Advisors, discusses hi...
Dollar General Shares Sink, Nvidia Earnings 29.08.2024 36:50
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Dollar General earnings. Dan Morgan, Senior Portfolio Manager at Synovus Trust, talks Nvidia earnings. Scott Kelley, Founder and CEO at Aetos Capital Real Estate, and Abigail Doolittle, Bloomberg News Markets Reporter, discu...
Bloomberg Technology Special: Nvidia CEO Jensen Huang 28.08.2024 26:34
In a special edition of Bloomberg Technology, host Ed Ludlow speaks with Nvidia CEO Jensen Huang to discuss the company's latest quarterly report that fell short of investor's lofty expectations. See omnystudio.com/listener for privacy information.
Instant Reaction: Nvidia Sales Forecast Falls Short 28.08.2024 21:47
Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant r...
US Mortgage Rates Drop, Nvidia Earnings 28.08.2024 39:31
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Erica Adelberg, Bloomberg Intelligence Chief Mortgage-Backed Securities Strategist, discusses U.S mortgage rates falling again last week to the lowest level since April of 2023. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets and Nvidia. Mary Ross Gilbert, Bloomberg Int...
Instant Reaction: Trump Special Counsel New Indictment 27.08.2024 7:04
The US special counsel investigating former President Donald Trump files an updated indictment that removes several pages of allegations following the Supreme Court's presidential immunity ruling. For instant analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg legal reporter Erik Larson. See omnystudio.com/listener for privacy information.
US Consumer Confidence Rises, Super Micro Slips 27.08.2024 36:57
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Stephanie Guichard, Senior Economist, Global Indicators at the Conference Board, discusses consumer confidence data. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins the program to discuss Hindenburg Research's short position and report on Super Micro. Kathy Entwistle, Managing Director at Morgan Stanley Priv...
Oil Prices Surge, Supply Chain Outlook 26.08.2024 40:21
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Tai Liu, BNEF Global Oil Supply Specialist, on U.S oil production forecasts. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist on the price of crude surging. Brian Platt, Bloomberg News Canadian Government Reporter on Canada hitting China EVs with Tariffs. Sean O'Hara, President of Pacer ETFs, joins the show to t...
US Retail Earnings, Weight Loss Drug 23.08.2024 38:17
On this week’s podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses a three-year study that showed that patients taking Eli Lilly ’s blockbuster weight-loss shot were 94% less likely to develop diabetes. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy’s and TJX earnings. Jenni...
Uber Offers Self-Driving Cars; Gold vs. Crude 23.08.2024 22:20
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Tech Industry Analyst Mandeep Singh discuses Uber's pact with GM on offering autonomous vehicles. Amanda Albright, Bloomberg Muni Finance Reporter, joins the program to discuss the latest on the muni bond market. Bloomberg Intelligence Senior Commodity Strategist Mike McGlone on Gold's relationshi...
A Bloomberg Surveillance Jackson Hole Special 23.08.2024 49:05
Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium. They speak with some of the biggest names in Central Banking, including: Raphael Bostic, Atlanta Fed President Loretta Mester, Former Cleveland Fed President James Bullard, Former St Louis Fed President Thomas Hoenig, Former Kansas City Fed President Patrick Harker, Philadelphia F...
Instant Reaction: Harris Accepts Historic Nomination 23.08.2024 8:47
Vice President Kamala Harris formally accepted the Democratic presidential nomination on Thursday, in a historic step that kicks off a three-month dash to Election Day. Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak to Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for instant reaction and analysis of Kamala Harris' address to close out the Democratic National Co...
Canada’s Railways Lock Out, Jackson Hole 22.08.2024 41:42
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Canada’s two biggest railways shutting down after talks with union leaders failed. Michael McKee, Bloomberg International Economics and Policy Correspondent, talks Jackson Hole and previews Fed Chair Jay Powell’s speech tomorrow. Bri...
US Payrolls Marked Down by Most Since 2009 in Prelim Data 21.08.2024 31:21
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses BLS jobs numbers. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks Target earnings. Emily Leveille, Portfolio Manager at Thornburg Investment Management, discusses her outlook for the markets. Mary...
Lilly’s Zepbound Cuts Risk of Diabetes 20.08.2024 42:44
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses how Eli Lilly’s drug Zepbound, cuts the risk of diabetes. Craig Trudell, Bloomberg Global Autos Editor, discusses the European Union saying it plans to introduce an additional 9% tariff on Teslas imported from Ch...
7-Eleven Owner Gets Buyout Offer 19.08.2024 44:49
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Seven & I getting a buyout offer from Couche-Tard. Crystal Tse, Bloomberg US Deals Reporter, discusses Billionaire Carl Icahn and his investment firm agreeing to pay $2 million to settle a SEC probe. Carol Schleif, CIO at BMO Family Office, joins...
BI Weekend: Mars, Kellanova Deal, New Starbucks CEO 16.08.2024 38:04
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this week’s podcast: Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Mars agreeing to buy Kellanova for nearly $36 billion. Redd Brown, Bloomberg News Earnings Reporter, discusses Home Depot earnings. Jody Lurie, Bloomberg Intelligence Credit Analyst, talks about Starb...
US Consumer Sentiment Rises For First Time in Five Months 16.08.2024 37:26
Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data from the University of Michigan. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, joins to discuss Mpox and latest news in...
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