Bloomberg Intelligence17 Maalis 2025

Disappointing Retail Sales Add to Concerns About US Outlook

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 Portfolio Management at Federates Hermes, discusses his outlook on the markets. He discusses why the Trump administration is concerned a trade war could encourage foreign companies to bypass the U.S market. He’ll also discuss why it’s been a brutal month for equity investors.

Steve Purdy, Co-head of Global Credit at TCW, discusses corporate credit markets. He’ll discuss the biggest concerns facing credit investors today. He’ll talk about how you protect or profit from tariffs in portfolios. Steve also discusses how DOGE and Elon Musk are impacting credit markets.

See omnystudio.com/listener for privacy information.

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