PCE Inflation Picks Up Ahead of Tariffs

PCE Inflation Picks Up Ahead of Tariffs

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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.

See omnystudio.com/listener for privacy information.

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Atalanta's Solomon on Real Estate Markets: Very Robust (Audio)

Atalanta's Solomon on Real Estate Markets: Very Robust (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Rachel Gilbert Solomon, Co-Founder and Managing Partner of Atalanta Advisors, on pending home sales and the landscape of commercial and residential real estate.See omnystudio.com/listener for privacy information.

26 Touko 201611min

S&P's Glickman on Oil Supply, Sees Crude Dipping to $39 (Audio)

S&P's Glickman on Oil Supply, Sees Crude Dipping to $39 (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Stewart Glickman, Equity Analyst and Group Head of Energy and Materials from S&P Capital, on oil hitting above $50 for the first time in six months, and outlook for energy stocks.See omnystudio.com/listener for privacy information.

26 Touko 20168min

FBI's Hart on Cyber Threats: Companies Are Not Prepared (Audio)

FBI's Hart on Cyber Threats: Companies Are Not Prepared (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Arlette Hart, Federal Bureau of Investigation’s Chief Information Security Officer, on how companies can protect themselves from data breaches. Broadcasting Live from the Bloomberg Breakaway Summit in NYC.See omnystudio.com/listener for privacy information.

25 Touko 20168min

Schwab's Kleintop: Avoiding Japan, Likes Europe Banks (Audio)

Schwab's Kleintop: Avoiding Japan, Likes Europe Banks (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jeff Kleintop, Chief Global Investment Strategist for Charles Schwab on the global markets, Europe, and Japan.See omnystudio.com/listener for privacy information.

25 Touko 201611min

Bloomberg's Condon on China Asking Timing of Fed Hikes (Audio)

Bloomberg's Condon on China Asking Timing of Fed Hikes (Audio)

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25 Touko 201611min

Beatrice Mitchell on Lack of Supply in the M&A Space (Audio)

Beatrice Mitchell on Lack of Supply in the M&A Space (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Beatrice Mitchell, Co-Founder and Managing Director of Sperry, Mitchell & Co., on the landscape for mergers and acquisitions.See omnystudio.com/listener for privacy information.

25 Touko 20168min

USG CEO Metcalf on Innovation of Bubbles in Wallboard (Audio)

USG CEO Metcalf on Innovation of Bubbles in Wallboard (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jim Metcalf, Chairman, President and CEO of USG Corporation, on the housing cycle, the company's innovative products, and current outlook. Broadcasting Live from the Bloomberg Breakaway Summit in NYC.See omnystudio.com/listener for privacy information.

25 Touko 201611min

ConnectOne's Sorrentino Says Fed Should Not Raise Rates (Audio)

ConnectOne's Sorrentino Says Fed Should Not Raise Rates (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Frank Sorrentino CEO of ConnectOne Bank, on the outlook for banking and rates, and the regulatory environment for fintech.See omnystudio.com/listener for privacy information.

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