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: Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses President Trump's Liberation Day. This includes retaliatory tariffs, bailouts for farmers, and Senate Republicans being hopeful that they will get a final answer from the Parliamentarian either tomorrow or Wednesday as to whether they can write...
Apr 01, 2025•27 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF .Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee Today’s Podcast Features are: - Paige Smith, Bloomberg News Consumer Finance Reporter, on Rocket to Buy Mortgage Firm Mr. Cooper in $9.4 Billion Deal. The online mortgage provider Rocket Cos. is acquiring Mr. Cooper Group Inc. in an all-stock deal valued at $9.4 billion that will create a mortgage behemoth that handles one in every six mortgages in the US. The comb...
Mar 31, 2025•18 min
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 Dollar Tree’s offloading of its Family Dollar chain for about $1 billion to Brigade Capital Management and Macellum Capital Management a decade after buying the business. The deal, which is expected to close next quarter, marks a disappointing end to Dollar Tree’s bid to es...
Mar 29, 2025•39 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda Today’s Podcast Features are: - Michael McKee, Bloomberg International Economics and Policy Correspondent, on Friday's PCE data. Consumer spending was weaker than expected again in February while a key inflation metric picked up, in a double whammy for the economy before the brunt of tariffs. Inflation-adjusted consumer spending edged up 0.1%, on the low end of e...
Mar 28, 2025•23 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda Today’s Podcast Features are: -Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, on how One of American banks’ fastest-growing businesses is lending to the very companies trying to grab their market share. Traditional bank lending to non-bank financial institutions like private equity firms, hedge funds and private credit shops more than do...
Mar 27, 2025•18 min
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: Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses how US tariffs on copper imports could be imposed within several weeks, earlier than expected. US President Donald Trump in February directed the Commerce Department to open an investigation into potential copper tariffs and submit a report within 270 days, thoug...
Mar 26, 2025•18 min
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: Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. US consumer confidence fell in March to the lowest level in four years on concerns about higher prices and the economic outlook amid the Trump administration’s escalating tariffs. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst...
Mar 25, 2025•22 min
Stock Movers is a new, five-minute report on today's winners and losers in the stock market. Listen for analysis on the companies making news in markets. Listen on Apple : https://podcasts.apple.com/us/podcast/stock-movers/id1803209456 Listen on Spotify : https://open.spotify.com/show/1LhpIazkwQ9bSkxHsjknI8?si=1233c9c58f1e4e16&nd=1&dlsi=b25af9cebbca4895 Listen Anywhere : https://link.podtrac.com/h0zn7xir See omnystudio.com/listener for privacy information....
Mar 24, 2025•30 sec
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: Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses US Treasuries falling. It’s a sign that investors are favoring riskier assets, after reports that the tariffs President Donald Trump is set to announce next month will be more targeted than he has indicated. Dana D’Auria, Co-Chief Investment Officer, at Enves...
Mar 24, 2025•25 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel On this podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the measles outbreak. John Tozzi, Bloomberg Health Care Reporter, discusses the Bloomberg Big Take story: “Cancer Patient's $100,000 Bill Shows Chaos Rocking Health Care.” Liam Denning, Bloomberg Opinion Columnist Covering Energy, discusses his Opinion column “...
Mar 21, 2025•37 min
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: Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Nike Inc.’s turnaround effort is hitting snags as the company tries to clear out old inventory while feeling the effects of a growing trade war. Shares fell in trading Friday as the sportswear maker signaled further declines in reven...
Mar 21, 2025•18 min
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: Scott Sosnick, Editor in Chief at Sportico, discusses how a consortium that includes tech and real estate investors, alongside a private equity firm, reaching a deal to buy the National Basketball Association ’s Boston Celtics for $6.1 billion. The takeover is not only the biggest NBA deal ever, surpassing the $4 billion valuation hit w...
Mar 20, 2025•19 min
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials held their benchmark interest rate steady for a second straight meeting, caught between mounting concerns that the economy is slowing and inflation could remain stubbornly high. Chair Jerome Powell acknowledged the high degree of uncertainty from President Donald Trump’s...
Mar 19, 2025•27 min
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: Claire Ruckin, Bloomberg News Senior Reporter, discusses her story Private Equity Firms Are Getting Rid of Their Equity . Already this year, more than 20 businesses in the US and Europe have borrowed to make payouts to their owners, according to Bloomberg-compiled data, meaning they’ve less financial “skin in the game” if things ever go...
Mar 19, 2025•19 min
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: Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. A selloff in Wall Street’s largest technology companies dragged down the stock market, with investors gearing up for Wednesday’s Federal Reserve decision that will likely bring an assessment of how President Donald Trump’s trade po...
Mar 18, 2025•20 min
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: Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. Disappointing retail sales last month added to concerns of a pullback in consumer spending in the US, while a pair of business surveys suggested growing caution. Phil Orlando, Chief Equity Market Strategist and Head of Client Port...
Mar 17, 2025•18 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps Kohl's earnings. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Novo Nordisk shares dropping the most since December on CagriSema Data. CERAWeek Interviews: Bloomberg Intelligence Co-Host Al...
Mar 14, 2025•37 min
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: Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. US consumer sentiment fell to a more than two-year low and long-term inflation expectations jumped by the most since 1993, illustrating growing apprehension about the economic impact from tariffs. Kathy Entwistle, Managing Director at Morgan Stan...
Mar 14, 2025•21 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Albertina Torsoli, European Transport and Industrials Reporter, discusses President Donald Trump threatening to impose a 200% tariff on wine, champagne, and other alcoholic beverages from France and the European Union. The president in a social media post on Thursday said that he would move forward with the import duties if Brussels follows through with a tax on Amer...
Mar 13, 2025•27 min
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: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump’s tariffs. President Donald Trump’s 25% tariffs on steel and aluminum imports came into force Wednesday, triggering concern across export-reliant Asia and immediate reprisals from the European Union and Canada as the global trade war enters a rocky ph...
Mar 12, 2025•39 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee Joe Deaux, Bloomberg Mining Reporter and Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discuss tariffs. President Donald Trump announced he would increase steel and aluminum tariffs on Canada to 50% in response to Ontario's move to raise taxes on electricity sent to the US. The U.S president said he would also “substantially increase” tari...
Mar 11, 2025•49 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee Today's Podcast Features: Tyler Kendall, Bloomberg News Reporter, discusses President Donald Trump saying the US economy faces “a period of transition,” deflecting concerns about the risks of a slowdown as his early focus on tariffs and federal job cuts causes market turmoil. Trump’s on-again, off-again tariff policies have rattled investors, triggering a selloff i...
Mar 10, 2025•24 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Interviews from live Bloomberg Invest Broadcast* On this podcast: Mark Mahaney, Senior Managing Director at Evercore ISI, discusses the state of the tech sector and how Artificial intelligence is reshaping the industry. Katie Fogertey, Chief Financial Officer at Shake Shack. discusses the company’s growth strategy, pricing dynamics, and expansion plans. Marc Lipschultz, Co-CEO at Blue Owl Capital, discusses the growing domina...
Mar 07, 2025•39 min
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: Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses Russia being willing to discuss a temporary truce in Ukraine, according to people familiar with the matter in Moscow. In the first signal of a positive response from President Vladimir Putin to US counterpart Donald Trump’s call for a ceasefire, the offe...
Mar 07, 2025•21 min
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: Mark Niquette, Bloomberg Real Economy Reporter, discusses US employers in February announcing plans to reduce headcount at the fastest pace since early in the pandemic, led by cuts in the government sector. Job-cut announcements totaled 172,017 in February, a 103% increase from last year and the most since July 2020, according to data releas...
Mar 06, 2025•18 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel *Broadcasting live from Bloomberg Invest* Today's Podcast Features: Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses ISM services and ADP data, along with tariffs. Hiring at US companies slowed in February to the lowest pace since July, led by job cuts in the service sector and in regions of the US that were hit by severe weather. ...
Mar 05, 2025•45 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel *Broadcasting live from Bloomberg Invest* Today's Podcast Features: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump’s tariffs taking effect. Donald Trump delivered on his threat to hit Canada and Mexico with sweeping import levies and doubled an existing charge on China, spurring swift reprisals that plunged the world econo...
Mar 04, 2025•44 min
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: Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. US factory activity edged closer to stagnation in February, with orders and employment contracting, while a gauge of prices paid for materials surged to the highest since June 2022. Josh Wingrove...
Mar 03, 2025•21 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Gene Munster, Managing Partner at Deepwater Asset Management, recaps Nvidia earnings. Daniel McGahn, AMSC CEO, discusses the energy sector. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about Starbucks cutting 1,100 corporate jobs. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, talks about Apple saying it will add 20,000 U.S jobs. Drew Reading, Bloombe...
Feb 28, 2025•38 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses the latest US economic data and the markets. Dr Ariel Cohen, Senior Fellow at the Atlantic Council, joins to discuss today’s Trump, Zelenskiy meeting. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Hosts: Paul Sweeney and John Tucker See omnystudio.com/listener for privacy information....
Feb 28, 2025•21 min
