US Consumer Confidence Tumbles Again to Lowest Since Early 2021

US Consumer Confidence Tumbles Again to Lowest Since Early 2021

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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, discusses new home sales. Sales of new homes in the US bounced back slightly last month from a rocky start to 2025 as homebuilders benefited from better weather while leaning on generous sales incentives to stoke demand.

Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Grace discusses recent eco data and the impact of tariffs on investment outlook. She’s hopeful that April 2nd will provide companies with greater certainty, but most companies have been game-planning for a while, and have offered frameworks to think about impacts. Grace expects some tariff uncertainty will continue even after 4/2 (eg autos, pharma, semiconductors, etc.)

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses senior foreign officials and major tech companies pushing the Trump administration to rethink the country’s global semiconductor strategy. This comes as the US prepares a controversial framework for controlling artificial intelligence development around the world.

See omnystudio.com/listener for privacy information.

Jaksot(3291)

Pacific Heights' Cuggino Sees Global Growth Long Term (Audio)

Pacific Heights' Cuggino Sees Global Growth Long Term (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Michael Cuggino, President of Pacific Heights Asset Management and portfolio manager at Permanent Portfolio Family of Funds, for a look at the markets and where he sees opportunities.See omnystudio.com/listener for privacy information.

3 Touko 201611min

Fed's Fernald on Changing Nature of Productivity in U.S.(Audio)

Fed's Fernald on Changing Nature of Productivity in U.S.(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Fernald, Senior Research Advisor at the San Francisco Fed, discusses productivity and the economy.See omnystudio.com/listener for privacy information.

3 Touko 20168min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: P.H. Glatfelter (GLT).See omnystudio.com/listener for privacy information.

3 Touko 201612min

Auto Analyst Alan Baum: Auto Sales To Plateau This Year (Audio)

Auto Analyst Alan Baum: Auto Sales To Plateau This Year (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Alan Baum, Principal at Baum and Associates, a West Bloomfield, Michigan based research firm focused on automotive, for analysis of April auto sales.See omnystudio.com/listener for privacy information.

3 Touko 201611min

San Fran Fed's Williams, Daly, on Wage Growth and Labor (Audio)

San Fran Fed's Williams, Daly, on Wage Growth and Labor (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mary Daly, Senior Vice President and Associate Director of Research at the Federal Reserve Bank of San Francisco, joins Fed President John Williams to discuss wage growth and the labor market.See omnystudio.com/listener for privacy information.

3 Touko 201611min

Lountzis Says Buffett Remains Overwhelmingly Positive (Audio)

Lountzis Says Buffett Remains Overwhelmingly Positive (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Paul Lountzis, Founder of Lountzis Asset Management, on Berkshire Hathaway's annual shareholders’ meeting in Omaha, Nebraska.See omnystudio.com/listener for privacy information.

2 Touko 20168min

Noal Goldfarb Doesn't See Much Upside Left to Bonds (Audio)

Noal Goldfarb Doesn't See Much Upside Left to Bonds (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Noel Goldfarb, Financial Advisor with National Financial Network, LLC, on investing for individuals, maximizing wealth, and impact of fiduciary rules.See omnystudio.com/listener for privacy information.

2 Touko 201611min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Haemonetics (HAE).See omnystudio.com/listener for privacy information.

2 Touko 201612min

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