Bloomberg's Tom Keene, Lisa Abramowicz and Michael McKee discuss remarks from Fed Chair Jay Powell following his speech at the Jackson Hole Symposium on a special edition of Bloomberg Surveillance. They speak with: Jim Bullard, Former St. Louis Fed President Kate Moore, Citi Wealth CIO Rich Clarida, Former Fed Vice Chair Federal Reserve Chair Jerome Powell carefully opened the door to an interest-rate cut in September, pointing to rising risks for the labor market even as worries over inflation ...
Aug 22, 2025•36 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Walmart Inc. shares fell after profit missed expectations for the first time in three years, due to a rise in insurance claims, legal charges and restructuring costs. -Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Thoma Bravo ag...
Aug 21, 2025•18 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous - Todd Gillespie, Bloomberg Finance Reporter, discusses Citigroup hiring law firm Paul Weiss to investigate complaints about the behavior of Andy Sieg, the bank's wealth-management chief, according to people with direct knowledge of the matter. - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target Corp. na...
Aug 20, 2025•23 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the Trump administration being in discussions to take a stake of about 10% in Intel Corp. by converting grants made under the US Chips and Science Act into equity. -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Home Depot Inc. sales returned to growt...
Aug 19, 2025•20 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Madison Muller, Bloomberg Health Reporter, discusses Novo Nordisk A/S slashing the cost of Ozempic for cash-paying patients to $499 a month. - Novo Nordisk A/S shares also advanced after the drugmaker’s blockbuster weight-loss drug Wegovy received US approval to treat a serious form of liver disease. -Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Th...
Aug 18, 2025•20 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa Mateo On this podcast: - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. - Sagit Manor, Nayfax Chief Financial Officer, discusses Nayax earnings. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount buying UFC rights for $7.7 billion. - Abigail Gilmartin, Bloomberg Intelligence Footwear and Athleisure Analyst, discusses Gild...
Aug 15, 2025•37 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo - Ryan Gould, Bloomberg Deals Reporter, discusses The Trump administration considering using funds from the US Chips Act to take a stake in Intel Corp., according to people familiar with the discussions, as part of efforts to rescue the embattled chipmaker and shore up domestic semiconductor manufacturing. -Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discuss...
Aug 15, 2025•20 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere shares tumbling the most in over three years as the world’s biggest farm machinery maker pared its annual earnings outlook with lower grain prices curbing growers’ spending. -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Cisco Systems giving a cautious forecas...
Aug 14, 2025•21 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses CoreWeave shares falling after the company reported a wider quarterly loss and gave a disappointing earnings outlook, raising concerns about its rapid AI data center expansion pressuring profit margins. -Abigail Gilmartin, Bloomberg Intelligence Footwear and Athleisure Analyst, discusses Gildan Activewear ...
Aug 13, 2025•22 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda - Ed Ludlow, Bloomberg Technology Co-Host, discusses Beijing urging local companies to avoid using Nvidia Corp.'s H20 processors, particularly for government-related purposes. Chinese authorities have sent notices to firms discouraging use of the H20 processors for government or national security-related work, but the notices did not constitute an outright ban. - Kenneth ...
Aug 12, 2025•25 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo Ed Ludlow, Bloomberg Technology Co-Host, discusses Nvidia and Advanced Micro Devices agreeing to pay 15% of their revenues from Chinese AI chip sales to the US government to secure export licenses. Brendan Murray, Bloomberg Global Trade Editor, discusses tariffs. Small US companies are struggling to comply with President Donald Trump's new tariffs and cope with growing finan...
Aug 11, 2025•23 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa Mateo On this podcast: - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings. - Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Molson Coors Earnings - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Palantir earnings. - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Cate...
Aug 08, 2025•38 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Lisa Mateo and Isabelle Lee -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour earnings. Under Armour forecasted worse-than-expected sales and profit for the current quarter, stalling a turnaround plan that was taking hold. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Wendy’s earnings. Wendy’s Co. cut...
Aug 08, 2025•26 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo - Damian Garde, Bloomberg News Health Reporter, discusses the latest on Eli Lilly. Eli Lilly shares tumbled as disappointing data on its new weight-loss pill overshadowed strong growth from the company’s current obesity medicine, which helped drive it to raise its yearly profit and sales outlook. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses ear...
Aug 07, 2025•22 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. Walt Disney Co. gave a mixed earnings report, highlighting strength in its streaming and parks business in the fiscal third quarter, while giving a tepid outlook for profit this year. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps McDonal...
Aug 06, 2025•21 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Palantir earnings. Palantir Technologies Inc. reported its biggest-ever quarterly sales growth, citing the "astonishing impact" of artificial intelligence technology on its business. - Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Molson Coors. Mol...
Aug 05, 2025•21 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla approving an interim stock award worth about $30 billion for Chief Executive Officer Elon Musk to keep his attention on the automaker. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, recaps Berkshire Hathaway earnings. BI also says that Warren Buff...
Aug 04, 2025•20 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Norah Mulinda On this podcast: - Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses the deal between Union Pacific and Norfolk Southern. - Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk earnings. - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing and JetBlue earnings...
Aug 01, 2025•37 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Amazon earnings. Amazon.com Inc. projected weaker-than-expected operating income and trailed the sales growth of its cloud rivals. -Angelo Zino, Senior Vice President and Equity Analyst, at CFRA Research, recaps Apple earnings. Apple Inc. reported its fastest quarterly revenue ...
Aug 01, 2025•21 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Kurt Wagner, Bloomberg Tech Reporter, discusses Meta earnings. Meta Platforms Inc. is increasing spending next year, with executives saying now is the time to seize on investment opportunities in artificial intelligence. -Damian Garde, Bloomberg News Health Reporter, discusses how a trial of Eli Lilly & Co.'s diabetes drug Mounjaro fell short of expectations that it ...
Jul 31, 2025•22 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and John Tucker -Joel Levington, Bloomberg Intelligence Global Director of Credit Research, discusses Harley Davidson earnings. Harley-Davidson shares rose after the sale of a minority stake in its captive-finance unit to KKR and Pimco. -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz earnings. Kraft Heinz Co. used price ...
Jul 30, 2025•24 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee -Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk shares falling by a record. The company named Maziar Mike Doustdar as chief executive officer after a profit warning due to slumping weight-loss drug sales. -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Union Pacific agreeing to acq...
Jul 29, 2025•21 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and John Tucker -Craig Trudell, Bloomberg Global Autos Editor, discusses Samsung making Tesla AI chips in a multiyear Texas deal. Samsung Electronics will produce AI semiconductors for Tesla in a new $16.5 billion pact that marks a win for its underperforming foundry division. -Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Heineken earnings. Heineken saw a d...
Jul 28, 2025•20 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa Mateo On this podcast: - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings. - Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola and Philip Morris earnings. - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon earnings. - Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discu...
Jul 25, 2025•38 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Lisa Mateo and Isabelle Lee Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Charter Communications losing 111,000 residential high-speed internet customers in the period ending June 30, more than analysts had predicted. She also discusses the US Federal Communications Commission approving Paramount Global's merger with Skydance Media after the Trump administration extracted co...
Jul 25, 2025•24 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Union Pacific being in advanced discussions with Norfolk Southern Corp. about a potential tie-up that would be the industry's largest deal ever. -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, recaps Tesla earnings. Elon Musk warned of difficult ...
Jul 24, 2025•27 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings. AT&T reported second-quarter results that mostly exceeded Wall Street estimates, including faster-than-expected growth in wireless phone subscribers. - Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings. Hasbro is raising its full-ye...
Jul 23, 2025•22 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s shares surging as much as 105%, a record move for the department store operator. The stock was halted for volatility after paring its gain to 62%. -David Welch, Bloomberg Detroit Bureau Chief, discusses GM earnings. General Motors said it suffered a $1.1 billion profit hit fr...
Jul 22, 2025•24 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft warning that hackers are actively targeting customers of its document management software SharePoint, with security researchers flagging the risk of potentially widespread breaches around the world. -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon earnings. Verizon Comm...
Jul 21, 2025•23 min
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa Mateo On this podcast: - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Nvidia and AMD resuming some AI chip sales to China. - Michelle Davis, Bloomberg Senior Deals Reporter, discusses the BN story: “Stealth Stake Sales Helped UnitedHealth Beat Wall Street Targets.” - Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses a recent pact between Hewlett Packard...
Jul 18, 2025•35 min
