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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US CPI Eases, Bank Earnings

US CPI Eases, Bank Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.William Lee, Chief Economist at the Milken Institute, discusses U.S CPI data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Lauren Saidel-Baker, Economist at ITR Economics and Michael McKee, Bloomberg International Economics and Policy Correspondent, discuss U.S CPI data. Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss TikTok.Hosts: John Tucker, Norah Mulinda, and Matthew MillerSee omnystudio.com/listener for privacy information.

15 Tammi 36min

Senate Confirmation Hearings

Senate Confirmation Hearings

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025Featuring:Terry Haines, Founder at Pangea PolicyGautam Mukunda, professor at Yale School of ManagementChristopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International EconomicsSee omnystudio.com/listener for privacy information.

14 Tammi 26min

Los Angeles Braces for More Firestorms

Los Angeles Braces for More Firestorms

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Guarav Mallik, Chief Investment Officer at Pallas Capital Advisors, discusses his outlook for the markets.Hosts: John Tucker, Emily Graffeo, and Matthew MillerSee omnystudio.com/listener for privacy information.

13 Tammi 21min

Bonus In the City: Why Are UK Assets Spiraling Now?

Bonus In the City: Why Are UK Assets Spiraling Now?

It’s been a rough week for UK assets. The pound fell to its lowest level in a year, gilt yields surged and investors are losing confidence in the government’s ability to control the nation’s deficit and high borrowing costs. Why are things spiraling now? Senior reporter Phil Aldrick joins this week’s In the City to explain. See omnystudio.com/listener for privacy information.

12 Tammi 21min

BI Weekend: Healthcare, Energy, and Bank Outlook

BI Weekend: Healthcare, Energy, and Bank Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Jonathan Palmer, Bloomberg Intelligence Senior Healthcare Analyst, gives his 2025 Outlook for North America Health-Care Tech. Simon Casey, Bloomberg Managing Editor for Energy and Commodities, talks about Biden Barring offshore drilling in US Atlantic and Pacific. Mike Sommers, API President & CEO, talks about the energy sector under Donald Trump. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses global market themes for 2025. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, gives her asset manager outlook for 2025. Michael Moore, Bloomberg Managing Editor for Finance in the Americas, discusses JPMorgan and Bridgewater staffing moves.Hosts: Paul Sweeney, Alix SteelBloomberg 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.

10 Tammi 38min

Trump Gets No Jail Time or Probation in NY Hush Money Case

Trump Gets No Jail Time or Probation in NY Hush Money Case

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses Donald Trump’s NY hush money sentencing. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses his outlook for the U.S economy and the December jobs report. Kate Duchene, CEO of RGP, discusses the December jobs report. Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.

10 Tammi 23min

Instant Reaction: Supreme Court Allows Trump Sentencing

Instant Reaction: Supreme Court Allows Trump Sentencing

A divided US Supreme Court cleared the way for President-elect Donald Trump’s sentencing in his hush money criminal case, dealing him a setback as he prepares to begin his second term in office. For reaction and perspective, host Doug Krizner speaks with Bloomberg legal analyst and host of Bloomberg Law, June Grasso.See omnystudio.com/listener for privacy information.

10 Tammi 9min

Trump Takes Hush Money Sentencing to Supreme Court

Trump Takes Hush Money Sentencing to Supreme Court

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Greg Stohr, Bloomberg Supreme Court Reporter, discusses President-elect Donald Trump asking the US Supreme Court to intervene in his hush money criminal case. Francisco Leon, CEO of California Resources, discusses recent carbon capture news. Dave Aspell, Co-CIO of Mount Lucas Management, discusses his outlook for managed futures, bonds, currencies and commodity markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

8 Tammi 19min

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