Bloomberg Talks

San Francisco Mayor Daniel Lurie explains his work with the private sector to use private capital to revitalize downtown San Francisco. Lurie addressed the impact of tariffs, federal funding and his strategy to grow the technology sector in the city of San Francisco. He speaks with Ed Ludlow on Bloomberg Technology. See omnystudio.com/listener for privacy information.

David Kelly, chief global strategist at JPMorgan Asset Management, says this is "the calm before the inflation storm." Kelly says he expects an economic slowdown. “What we’re seeing is a lot of softness in the travel industry, which I think is going to get worse over the course of this year.” He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern. See o...

Torsten Slok, Chief Economist at Apollo, talks about the US economic outlook following extreme market gyrations from President Trump’s tariff reversal. He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern. See omnystudio.com/listener for privacy information.

Air France CEO Ben Smith responds to Delta pulling full-year financial outlook due to tariff uncertainty and how Air France is managing the uncertainty surrounding global trade. Smith spoke with Bloomberg's Matt Miller, Katie Greifeld and Sonali Basak. See omnystudio.com/listener for privacy information.

Richard Bernstein Advisors CEO Richard Bernstein says "the Fed is caught between a rock and a hard place. GDP forecast has been downward, but inflation expectations seem poised to accelerate." Bernstein spoke with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern. See omnystudio.com/listener for privacy information.

Former Treasury Secretary Lawrence Summers warned that the US is now likely headed toward a recession, and two million jobs could be lost due to President Donald Trump's tariffs. He is joined by Bloomberg's David Westin. See omnystudio.com/listener for privacy information.

White House Council of Economic Advisors Chair Stephen Miran says President Doanld Trump’s tariff plan could be “either” a negotiation or the new rules of the game, depending on whether countries “offer the right things to persuade the president.” He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern. See omnystudio.com/listener for privacy...

Paul Krugman, Economist and long time NY Times columnist, discusses tariffs, trade wars, and his take on political influence in the markets. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Peter Oppenheimer, chief global equity strategist at Goldman Sachs, discusses the likelihood of tariffs sparking a US recession. He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern. See omnystudio.com/listener for privacy information.

Senator Elizabeth Warren lashed out at President Donald Trump’s sweeping global tariffs, saying they risk throwing millions of Americans out of work saying, “One person has started the dumbest trade war in the history of America." Warren called tariffs an important tool for bringing key supply chains back to the US but said Trump’s barrage of levies have pushed the country to the...

BlackRock CEO Larry Fink speaks with Bloomberg's Erik Schatzker at the Economic Club of New York. Fink says he wouldn’t rule out another 20% drop in the market, but he views it as another long-term buying opportunity. See omnystudio.com/listener for privacy information.

Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, discusses her note this morning on why full recession pricing could send the S&P to 4,200. She speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

As dozens of countries worldwide have held national elections in the past year, a new global agenda has emerged that is focused more on trade and taxes, and less on environmental and cultural issues. That’s the conclusion of the first edition of the CEO Radar—a new tool that explores the leading topics discussed on almost 4,700 earnings calls worldwide in Q4 2024, enabling chief execut...

Oaktree Capital Management Co-Chairman Howard Marks discusses the present moment, the market selloff, and the changes brought to trade through tariffs. He speaks with Bloomberg's Lisa Abramowicz. See omnystudio.com/listener for privacy information.

US Labor Secretary Lori Chavez-DeRemer, confirmed just last month, speaks to Bloomberg minutes after learning that nonfarm payrolls rose by 228,000 in March easily beating the estimate of 140,000. She says this won't be the last positive jobs report under President Donald Trump and companies are now investing billions of dollars in the economy. She speaks to Bloomberg's Jonathan Ferro. See omnystu...

Former Boston Fed President Eric Rosengren speaks on the impact of the Trump tariffs on Fed rates, trade policy and inflation. He speaks with Bloomberg's Jonathan Ferro.  See omnystudio.com/listener for privacy information.

Stephen Phipson, CEO of Make UK, says Britain should negotiate a trade deal, as the country faces a 10% blanket US tariff, as well as steel and vehicles tariffs. He tells Bloomberg's Caroline Hepker and Valerie Tytel that the Labour government's effort to develop the relationship with the Trump White House has been "impressive" but 45% of all UK exports are manufactured products. See omnystudio.co...

President and Vice-chancellor of London School of Economics Larry Kramer discusses the impact of President Trump on US universities as the "effective dismantling" of American higher education. On the UK university funding crisis, Kramer tells Bloomberg's Caroline Hepker and Stephen Carroll revenue needs to increase from all sources including student fees but what is happening in the US is likely t...

New York Governor Kathy Hochul discusses the economic impact of the Trump administration's tariffs. Speaking to Bloomberg's Joe Mathieu and Kailey Leinz, Hochul calls the tariffs a "tax increase" and an "unforced error." See omnystudio.com/listener for privacy information.

Wall Street economists say the US risks a recession this year and inflation could return to pandemic levels following the Trump administration’s announcement of major tariffs on global trading partners. Bloomberg got reaction from JP Morgan Investment Management Chief Investment Officer Bob Michele, Principal Global Investors Chief Global Strategist Seema Shah, Dartmouth University Professor...

US Commerce Secretary Howard Lutnick said that foreign nations will need to address a host of regulatory and other policies limiting imports of American products in order to secure relief from President Donald Trump’s new reciprocal levies. He is joined by Bloomberg's Jonathan Ferro and Annmarie Hordern. See omnystudio.com/listener for privacy information.

Apollo Global Management President Jim Zelter says tariffs announced by President Donald Trump should not come as a surprise and sees US recession odds at “50% or higher depending what happens on the ninth.” He is joined by Bloomberg's Jonathan Ferro and Lisa Abramowicz. See omnystudio.com/listener for privacy information.

This is a special edition of the Bloomberg Daybreak: US Edition podcast.      Subscribe to the show:      on Apple: http://bit.ly/3DWYoAN       on Spotify: http://bit.ly/3jGRYiB       Anywhere: http://bit.ly/3J1bct9 On today's episode:      President Donald Trump imposed the steepest American tariffs in a century as he step...

Treasury Secretary Scott Bessent urged US trading partners against taking retaliatory steps against President Donald Trump’s new set of retaliatory tariffs. “I wouldn’t try to retaliate,” Bessent said in an interview Wednesday with Bloomberg Television. “As long as you don’t retaliate this is the high end of the number.” Bessent spoke shortly after Trump u...

Former US Treasury Secretary Lawrence H. Summers sits down with Bloomberg's David Westin to discuss the impending tariffs, what's at stake and what to expect. They also cover the actions taken against certain universities. See omnystudio.com/listener for privacy information.