Instant Reaction: Will the Fed Cut Quicker After This Selloff?

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst discusses Lennar Corp.'s forecast for quarterly home orders missing analysts' estimates due to affordability concerns and the wavering job market. The company projected 20,000 to 21,000 contracts for its fiscal fourth quarter, with analysts expecting 21,047. -Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, on Nexstar and Sinclair likely keeping their critical push for deregulation on track at the Federal Communications Commission after they promptly followed FCC Chair Brendan Carr's prodding to stop carrying "Jimmy Kimmel Live" on their local broadcast TV stations in response to comments the late-night host made about Charlie Kirk's death.- James Walker, CEO and Board Member at Nano Nuclear Energy, on adopting nuclear reactors in the UKSee omnystudio.com/listener for privacy information.

19 Syys 20min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous- Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia. - Gene Seroka, CEO at Port of LA, joins to discuss the US supply chain, shipping, tariff impact. August trade volumes at the busiest container gateway in the US held near an all-time record set in July but are set to drop by 10% this month as President Donald Trump’s tariffs bite and trade war uncertainty continues to mount.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses on earnings from Cracker Barrel and Darden Restaurants. Cracker Barrel Old Country Store Inc. slumped after its sales guidance missed expectations, showing the brand is still dealing with the fallout from its controversial and short-lived logo change. Darden Restaurants Inc. rolled out smaller-portioned, lower-priced entrées at select Olive Garden locations during the quarter, part of its strategy to make menus more affordable and boost sales, Chief Executive Officer Rick Cardenas said on an earnings call.See omnystudio.com/listener for privacy information.

18 Syys 18min

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous- Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia. China’s internet watchdog has instructed companies including Alibaba Group Holding Ltd. and ByteDance Ltd. to terminate orders for Nvidia Corp.’s RTX Pro 6000D, the Financial Times reported.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills recent earnings. General Mills Inc. posted a solid quarter, but kept its outlook in place as the maker of Cheerios cereal called out consumers being cautious from economic uncertainty. - Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, on latest news from TikTok. After more than a year of negotiations, the US and China have struck a framework agreement to hive off the US operations of social media platform TikTok to a consortium that includes software giant Oracle Corp.See omnystudio.com/listener for privacy information.

17 Syys 19min

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Stacey Vanek Smith- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst discusses US auto safety regulators opening an investigation into whether some Tesla vehicle doors are defective, citing incidents in which exterior handles stopped working and trapped children inside. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses the latest tech companies' moves to power their AI infrastructure-Jeff Brown, Founder and CEO of T2 Capital Management, discusses his outlook for commercial real estate for 2205 and 2026See omnystudio.com/listener for privacy information.

16 Syys 19min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Isabelle Lee- Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research discusses China ruling that Nvidia violated anti-monopoly laws with a 2020 deal, increasing pressure on Washington during trade negotiations. -Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses President Trump's comments signaling a deal was reached with China on TikTok, giving at least some reason to believe the popular video-sharing app's extended US legal limbo will end.-Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk buying about $1 billion worth of shares, sending the carmaker’s stock soaring into positive territory for the year.See omnystudio.com/listener for privacy information.

15 Syys 18min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Scarlet Fu and Norah MulindaOn this podcast:- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to buy EchoStar Spectrum for $17 billion.- Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to buy Teck in a deal reshaping mining.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk cutting 11% of its staff.- Eric Roston, Bloomberg Climate Reporter, discusses the Bloomberg Big Take story: “Trump Is Unwinding Climate Science at a Dangerous Pace.”- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses PNC agreeing to buy Colorado’s FirstBank for about $4.1 billion.- Craig Trudell, Bloomberg Global Autos Editor, discusses the Bloomberg Big Take story: “Tesla's Dangerous Door Design Can Trap People Inside.”Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

12 Syys 38min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous-Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses the US Federal Trade Commission investigating whether Amazon and Google misled advertisers about the terms and pricing for ads on their websites.-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Adobe earnings and latest tech news. Adobe gave a strong quarterly revenue outlook, suggesting a payoff from its investment in AI features, with sales expected to be about $6.08 billion to $6.13 billion.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance preparing a bid for rival Warner Bros. Discovery, according to people with knowledge of the matter.See omnystudio.com/listener for privacy information.

12 Syys 19min

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Norah Mulinda-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kroger earnings. Kroger raised its full-year sales forecast on food spending that’s remained stable even as consumers seek out bargains. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses how CVS Health, Ulta Beauty and Walmart are among retailers that have the potential to spur growth by connecting wellness and beauty.-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Air Lines doubling down on its premium offerings and planning to provide a record number of more expensive seats next year as filling economy class continues to be challenging.-Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the latest in real estate.See omnystudio.com/listener for privacy information.

11 Syys 22min