Trump Tariffs Shock Supply Chains

Far-right leader Marine Le Pen teamed up with a left-wing coalition to topple the French government, pitching the country into a prolonged period of turbulence that’s likely to further unsettle investors. For reaction and analysis, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Daybreak Europe host Stephen Carroll, reporting live from our Paris bureau and Steven Englander, global head of G10 FX Research at Standard Chartered Bank.See omnystudio.com/listener for privacy information.

4 Joulu 202418min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Myles Miller, Managing Editor at Bloomberg News, gives reaction to the NYPD’s press conference after Brian Thompson, a longtime executive, was fatally shot in midtown Manhattan. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Salesforce earnings. Liz Hart, Newmark President of North America Leasing, and Abigail Doolittle, Bloomberg Chief Markets Correspondent, discuss the state of commercial real estate.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

4 Joulu 202424min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Daniel Ten Kate, Bloomberg Asia EcoGov Executive Editor, discusses South Korean President Yoon Suk Yeol declaring martial law. Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses her outlook for the markets. Sarah Samuels, Head of Investment Manager Research, at NEPC, discusses her outlook for the private marketplace in 2025.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

3 Joulu 202420min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Intel’s management changes. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro saying it will name a new CEO. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. David Waddell, CEO and Chief Investment Strategist at Waddell & Associates, discusses his outlook for the markets. Ben Sills, Bloomberg Managing Editor for European Economy and Government, discusses France’s Prime Minster failing to agree to all of the party’s demands on next year’s budget. Peter Andersen, Chief Investment Officer and Founder at Anderson Capital Management, discusses his outlook for the markets. Enrique Gonzalez, BNEF Head of US Gas Research discusses winter gas demand.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

2 Joulu 202448min

On this special Black Friday program, hosts Paul Sweeney and Caroline Hyde speak with Telsey Advisory Group CEO Dana Telsey for her outlook on spending this holiday season, National Tree Company CEO Chris Butler on Christmas tree sales, The Boxoffice Company senior vice president of content strategy and editorial director Daniel Loria on Wicked, Gladiator II, Moana 2 and Hollywood's forecast heading into 2025, and Bloomberg News Deputy Team Leader for US Equities Jess Menton on markets.See omnystudio.com/listener for privacy information.

29 Marras 202434min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, joins to discuss FCC policy against big tech. Matt Day, Bloomberg Technology Reporter, discusses the Bloomberg Big Take story: “Amazon Prepares to Go ‘Toe to Toe’ With Nvidia in AI Hardware.” Katherine Doherty, Bloomberg Finance Reporter, discusses how Citigroup bonuses are being used to prevent bankers from departing. KR Sridhar, CEO of Bloom Energy, discusses the company’s recent deal with AEP. Ana Davies, BNEF's Head of Renewable Fuels, gives a renewable fuels update. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Best Buy and Dick's sporting goods earnings.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays at 1pm on Bloomberg’s flagship station WBBR (1130 AM) in New York, 92.9 in Boston, 99.1 FM in Washington, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. 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.

29 Marras 202436min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses recent eco data. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Ned Lazarus, Associate Professor of International Affairs at George Washington University, discusses Lebanon, Israel cease fire. Bryan Whalen, CIO and Generalist Portfolio Manager at TCW's Fixed Income Group, discusses the latest on the markets. Peter Jeffrey, Bloomberg News Legal Editor, discusses BlackRock and Vanguard being accused of antitrust violations.Hosts: Paul Sweeney, John Tucker, and Matt MillerSee omnystudio.com/listener for privacy information.

27 Marras 202442min

Israel reached a deal for a 60-day cease-fire with the Lebanese militant group Hezbollah after weeks of talks mediated by the US, a first step toward ending a conflict that’s killed thousands of people. For reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg National Security Team Leader Nick Wadhams and Bloomberg News Economy and Government reporter Galit Altstein.See omnystudio.com/listener for privacy information.

26 Marras 202413min