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Bloomberg Intelligence

Bloombergwww.bloomberg.com

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

Instant Reaction: US Dockworkers Suspend Strike

Dockworkers at US East and Gulf coast ports agreed to start moving cargo again while they continue collective bargaining with their employers on a new contract. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg managing editor for US economic policy Kate Davidson. See omnystudio.com/listener for privacy information.

Oct 03, 20245 min

Oil Soars on Biden Comments, US Services Activity Expands

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Devika Krishna Kumar, Bloomberg Oil Markets Reporter, discusses oil soaring on President Biden’s remarks about possible Israeli retaliation against Iran. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Jessica Kriegel, Chief Scientist of Workplace Culture, at Culture Partners, discusses the ...

Oct 03, 202438 min

Israel Vows Retaliation, VP Debate

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, discusses the latest news out of the Mideast. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to recap Tuesday's U.S Vice Presidential debate. Mary Ann Bartels, Chief Investment Strategist, at Sanctuary Wealth, discusses her market outlook. Keith Naughton, Bloomberg Auto Reporter, talks about Tesla posting...

Oct 02, 202443 min

Instant Reaction: Vice Presidential Debate

Ohio Senator and Trump running mate JD Vance faced off with Minnesota Governor and Harris VP pick Tim Walz for the first Vice Presidential debate - and possibly the last debate of the 2024 election cycle. The candidates touched on key topics such as foreign policy, climate change, and immigration. Walz opened with sharp criticism toward Donald Trump, noting that many of the former president’s own aides had questioned the Republican presidential candidate’s suitability for office. Vance repeatedl...

Oct 02, 202419 min

Strike Shuts US Ports, Mideast Latest

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mario Cordero, CEO of Port of Long Beach, discusses the latest on U.S port strikes. Mick Mulroy, Co Founder of Lobo Institute, discusses the latest news out of Israel. Jonathan Panikoff, Director at Scowcroft Middle East Security Initiative at Atlantic Council, discusses the latest news out of the Mideast. Tim Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Ma...

Oct 01, 202430 min

DirecTV, Dish to Merge, Potential Port Strike

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses DirecTV and Dish agreeing to merge. Dani Burger, Bloomberg Television Anchor, and Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discuss looming port strikes. Jerry Cudzil, Generalist Portfolio Manager in Fixed Income Group at TCW, discusses the latest on the markets. Craig Trudell, Bloomberg Global Autos Editor, t...

Sep 30, 202441 min

BI Weekend: Visa Lawsuit, Climate Week

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this week’s podcast: Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses the DOJ suing ‘Visa’ over an antitrust matter. Francesca Maglione, Bloomberg Personal Finance and Higher Education Reporter talks about the Bloomberg Big Take story: “A College Taps Wall Street Playbook to Rival Ivies on Admissions.” David Doherty, Head of Oil and Renewable Fuels Research, joins to discuss how oi...

Sep 27, 202437 min

Promising PCE Data, Morning Consult Poll

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. Laura Davison, Bloomberg Politics Editor, discusses the latest Bloomberg morning consult poll. Nadia Lovell, Senior U.S. Equity Strategist, Global Wealth Management at UBS, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Arm being rebuffed by Intel after inquiring about...

Sep 27, 202441 min

NYC Mayor Eric Adams Indicted on Bribery Fraud Charges

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Scott Stringer, Former New York City Comptroller, discusses NYC Mayor Eric Adams’ indictment. Dr. Basil Smikle, Professor of Practice in Columbia University’s School of Professional Studies; and Former Executive Director of the New York State Democratic Party, talks Eric Adams’ indictment. Tom Orlik, Bloomberg Economics Chief Economist, talks about China’s top leaders ramping up efforts to revive growth. Mandeep Singh, Bloomb...

Sep 26, 202430 min

US Mortgage Rates Fall Again, Israel Widens War

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Stuart Paul, US Economist with Bloomberg Economics, discusses US mortgage rates falling again. Bobby Ghosh, Bloomberg News Senior Editor, talks about the latest Mideast tensions. Nancy Daoud, Private Wealth Advisor at Ameriprise Financial, and CEO of Opus: Advice First, discusses her outlook for the markets. Daniel McGahn, Chairman, President, and CEO of AMSC, discusses company news. Michael Cuggino, President and Portfolio M...

Sep 25, 202437 min

US Consumer Confidence Falls, Biden UN Speech

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . *Broadcasted live from the Earthshot Summit at the Plaza Hotel in NYC* Dana Peterson, Chief Economist at the Conference Board, discusses today’s consumer confidence data. Nick Wadhams, Bloomberg US National Security Team Leader, discusses President Biden’s UN speech. Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, joins to discuss her outlook on the markets. Nadia Calvino, President of the European Investme...

Sep 24, 202440 min

Intel's Offer from Apollo, Energy Demand on the Rise

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Liana Baker, Bloomberg News Managing Editor of the Deal Team, on Apollo Is Said to Offer Multibillion-Dollar Intel Investment. Gina Drosos, CEO of Signet, joins to discuss company earnings and outlook for diamond jewelry market. Toby Rice, CEO of independent natural gas producer EQT, on the natural gas space and companies operations across the US. Andres Gluski, CEO of AES, on power demand for AI. David Doherty, BNEF Head of ...

Sep 23, 202441 min

Instant Reaction: Qualcomm Approached Intel About A Takeover Deal

Intel shares soared after the Wall Street Journal reported that Qualcomm approached the company about a takeover, a potential record-setting deal for the chip industry. For instant reaction and analysis, hosts Carol Massar and Matt Miller speak with Bloomberg Technology co-host Ed Ludlow. See omnystudio.com/listener for privacy information.

Sep 20, 20249 min

BI Weekend: Airline Mergers, TikTok Scrutiny, Auto-Dealer Sentiment

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this week's podcast: Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, George Ferguson explains Alaska Airlines' acquisition of Hawaiian Airlines. Bloomberg Intelligence Global Director of Credit Research, Joel Levington, discusses the latest stress in the auto sector as auto-dealer sentiment begins to wane. Bloomberg Intelligence Senior Technology Analyst, Mandeep Singh, offers an update on Intel's...

Sep 20, 202437 min

Nike's CEO Switch, Beverage M&A, and the Markets

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Poonam Goyal, Bloomberg Intelligence Senior US E-Commerce and Retail Analyst, talks about Nike's CEO change and what it means for the company. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, gives her investment outlook. Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, joins to discuss M&A in the beverage space. And we get a check on the markets with James Abate, Managing Director ...

Sep 20, 202430 min

Sustainability, Markets, and the Fed in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Tracey Campbell, Executive Vice President of Sustainability and Corporate Affairs at LyondellBasell, discusses the current market conditions in petrochemicals and the company's sustainability ambitions. Emily Roland, Co-Chief Investment Strategist for John Hancock Investment Management, gives her outlook on the markets. Geetha Ranganathan, Bloomberg Intelligence US Media Analyst, breaks down the latest on the Warner Bros. Dis...

Sep 19, 202444 min

Instant Reaction: Powell Defends 50 Point Rate Cut

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's decision to cut rates 50-basis-points on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.

Sep 18, 202426 min

Instant Reaction: The Fed Cuts Rates 50-Basis-Points

Bloomberg’s Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve’s decision to cut rates 50-basis-points on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.

Sep 18, 202430 min

Wall Street Awaits Fed, Multiple Mergers Get Green Light in Court

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Dennis Lockhart, Former Atlanta Fed President, gives his expectations for today's Fed decision. Olaolu Aganga, U.S. Chief Investment Officer at Mercer, discusses the markets and her take on what's to come from the Fed. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses the Alaska-Hawaiian merger. Jon Caplis, CEO at PivotalPath, talks hedge funds and where he sees opportunities...

Sep 18, 202445 min

Retail Sales, Fed Expectations, and TikTok on Trial

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, joins to discuss the latest U.S. retail sales. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, breaks down expectations ahead of this weeks Fed decision. Bloomberg Intelligence Media Litigation Analyst, Matthew Schettenhelm, explains the outcomes of TikTok's court hearing on Monday and what it could mean for the fate of the ap...

Sep 17, 202439 min

Exploring Industry City, Copper Trends, and the Markets

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Jim Somoza, Managing Director of Industry City, talks about commercial real estate and how Brooklyn’s Industry City is positioned in NYC’s real estate market. Brian Levitt, Global Market Strategist at Invesco, gives his outlook on the markets ahead of the Fed decision this week. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, joins to discuss the latest from the commodity space. Uma Moriarity, Senior Investm...

Sep 16, 202438 min

BI Weekend: Commerzbank Move, Apple’s Rise

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week's podcast: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the most recent deep dive on the impact of the US elections. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Brian Niccol starting his new role as Starbucks CEO. Philip Richards, Bloomberg Intelligence Senior Analyst for European Banks, discusses UniCredit’s shock move on Commerzbank catching ...

Sep 13, 202438 min

US Consumer Sentiment Rises, Boeing Strike

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, joins to discuss the latest consumer sentiment data from UMich. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing workers striking. Mo Haghbin, Head of Solutions and Multi-Asset Strategies at Invesco, discusses his outlook for the markets. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Sec...

Sep 13, 202440 min

ECB Cuts Rates Again, US Producer Prices Pick Up Slightly

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Huw Worthington, Bloomberg Intelligence European Rate Strategist, discusses today’s ECB decision. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S PPI data. Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses her outlook for the markets. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, talks about JPMorgan limiting junior banker hours and Bank o...

Sep 12, 202443 min

Core US Inflation Picks Up, Presidential Debate

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses U.S CPI data. Nicole Webb, Senior Vice President, Financial Advisor at Wealth Enhancement Group, discusses her market outlook. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to recap the U.S Presidential debate. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the market. P...

Sep 11, 202440 min

Instant Reaction: Trump and Harris Debate

Democrat Kamala Harris and Republican Donald Trump sparred through their first debate, with the former president often on the defensive over abortion rights, the January 6 insurrection and on foreign policy. The debate also saw Harris draw from her past as a prosecutor, while peppering in lines that appeared designed to needle Trump, including taunting the size of his rally crowds. For instant reaction and analysis, Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak with Bloo...

Sep 11, 202421 min

Fed to Cut Biggest Banks' Capital Hike by Half in Overhaul

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses Fed Vice Chair for Supervision Michael Barr saying US regulators will make sweeping changes to their bank-capital rules proposal. Tamlin Bason, Bloomberg Intelligence Technology Analyst, discusses Apple and Google losing multibillion dollar court fights with the EU. Micheal Dean, Bloomberg Intelligence Head of Global Autos, discusses the lates...

Sep 10, 202443 min

Security, Bookmarked: Gaming (Sponsored Content)

When a team of video game developers notice that their files have been moved, they find themselves in a race against time to save the company from ransomware. Adam Marrè, CISO at Arctic Wolf, explains how this cyberattack traced back to a single phishing email and unpacks the ramifications for gaming companies. Then David Adrian from Chrome lays out how leaders can use unphishable authentication methods to protect their teams. This episode is sponsored by Chrome Enterprise. See omnystudio.com/li...

Sep 09, 202417 min

Apple Product Launch, HSBC Mulls Merging Divisions

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Apple’s product launch. Austin Carr, Bloomberg News Technology Reporter, discusses the Bloomberg Big Take story:” Apple’s Rise from rebel to $3.4 Trillion World Power.” Tomasz Noetzel, Bloomberg Intelligence Senior EU banks Analyst, discusses HSBC weighing combining its commercial and investment bank divisions. Chuck Lieberman, Co-Founder and Chief Inve...

Sep 09, 202448 min

BI Weekend: Best of Bloomberg Power Players

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, The Baltimore Orioles, and Cal Ripken, Jr., Baseball Hall of Famer; Founder & Partner, Ripken Base...

Sep 06, 202437 min
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