PCE Inflation Picks Up Ahead of Tariffs

PCE Inflation Picks Up Ahead of Tariffs

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 economists’ estimates, after a slump January that analysts mostly blamed on bad weather. Notably in February, Americans reduced spending on services for the first time in three years in the face of higher prices — including on dining out.

- Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, on tariffs, DOGE, and the Senate voting on a budget resolution.

- Kirsten Fontenrose, President of Red Six International, speaks on Europe's defense spending. The European Commission is urging members to raise military budgets to 3% of gross domestic product and issue joint debt to fund weapons purchases — moves that could unlock more than €800 billion ($867 billion) in additional spending over four years. Plus Gazans protesting against Hamas.

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Musk’s X in Talks to Raise Money at a $44 Billion Valuation

Musk’s X in Talks to Raise Money at a $44 Billion Valuation

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, discusses Elon Musk's X being in talks to raise money from investors at a $44 billion valuation. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Wednesday’s Apple product launch. Jessica Kriegel, Chief Strategy Officer at Culture Partners, talks about how the federal workforce is reacting to more mass layoffs. Mary Ann Bartels, Chief Investment Strategist, at Sanctuary Wealth, discusses her market outlook.Hosts: Paul Sweeney and Matt MillerSee omnystudio.com/listener for privacy information.

19 Helmi 26min

US, Russia Talks on Ukraine

US, Russia Talks on Ukraine

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses U.S, Russia talks on Ukraine. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Ian Balina, Founder and CEO of Token Metrics, discusses how AI is transforming the retail investment landscape, and Trump crypto developments.Hosts: Paul SweeneySee omnystudio.com/listener for privacy information.

18 Helmi 20min

BI Weekend: Deere, McDonalds Earnings

BI Weekend: Deere, McDonalds Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Will Hares, Bloomberg Intelligence Global Energy Analyst, talks about Elliott Investment building a stake in BP. Jody Lurie, Bloomberg Intelligence Credit Analyst, gives her cruise and theme park outlook. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses TD Bank exiting its stake in Charles Schwab. Zack Wasserman, Chief Financial Officer at Huntington National Bank, discusses his firm’s outlook. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks McDonalds earnings. Derrick Flakoll, BNEF Lead US Policy Analyst, discusses where we stand in the energy transition evolution.Hosts: Alix Steel and Norah MulindaBloomberg 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.

14 Helmi 36min

Trump Widens Trade Fight, Meta Robot Investment

Trump Widens Trade Fight, Meta Robot Investment

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Shawn Donnan, Bloomberg News Senior Economics Writer, discusses Donald Trump’s widening trade fight to include global taxes and regulation. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Meta planning to work on its own humanoid robot hardware. Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, discusses the state of commercial real estate. Rania Sedhom, Managing Partner at Sedom Law Group, discusses the impact of tariffs on the luxury sector. Hosts: Paul Sweeney, Isabelle Lee, and Matt MillerSee omnystudio.com/listener for privacy information.

14 Helmi 26min

SailPoint IPO, Deere Earnings

SailPoint IPO, Deere Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark McClain, CEO of Sailpoint Technologies, discusses SailPoint’s IPO. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Dan Pickering, Chief Investment Officer at Pickering Energy Partners (PEP,) discusses the energy sector. Ellen Hazen, Chief Market Strategist & Portfolio Manager, at F.L.Putnam Investment Management, discusses her outlook on the markets.Hosts: Alix Steel and Norah MulindaSee omnystudio.com/listener for privacy information.

13 Helmi 25min

More Trump Tariffs, McDonald's Strong Report

More Trump Tariffs, McDonald's Strong Report

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Enda Curran, Bloomberg Global Economy Reporter, on How Trump's Tariffs Could Undercut Growth. Marc Morial, CEO, National Urban League, on the Trump administration's federal funding freeze, the War on DEI and its impact, and what DEI rollbacks means for workers. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on McDonalds earnings.Hosts: Alix Steel and Norah MulindaSee omnystudio.com/listener for privacy information.

10 Helmi 21min

BI Weekend: Disney, Alphabet Earnings, Energy Outlook

BI Weekend: Disney, Alphabet Earnings, Energy Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Disney earnings. David Havens, Bloomberg Intelligence Senior Credit Analyst, discusses Apollo Global Management raising record capital from private wealth. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Alphabet and Uber earnings. Antoine Vagneur Jones, BloombergNEF, Head of Trade & Supply Chains, gives reaction to Donald Trump’s U.S tariffs. Ernie Miller, Verde Clean Fuels CEO, gives his outlook for oil and gas. Madison Muller, Bloomberg Health Reporter, discusses earnings from Novo Nordisk.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.

7 Helmi 23min

US Consumer Sentiment Drops to Seven Month Low

US Consumer Sentiment Drops to Seven Month Low

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Lindsey Piegza, Chief Economist at Stifel, discusses the January jobs report. Zach Wasserman, Chief Financial Officer at Huntington National Bank, talks about the firm's investor day and year ahead for regional banks. Kate Duchene, CEO of RGP, discusses the January jobs report.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

7 Helmi 23min

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