Trump Tariffs Shock Supply Chains

Trump Tariffs Shock Supply Chains

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are:

Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses how tech companies are being impacted by Trump's tariffs. Apple is being heavily impacted by President Trump's new tariffs, which will affect its supply chain and manufacturing centers in several countries, including China, India, Vietnam, Malaysia, Thailand, and Ireland.

Steve Man, Bloomberg Intelligence Global Autos and Research Analyst, discusses the impact of tariffs on autos companies. President Donald Trump's 25% tariffs on imported cars have taken effect, causing immediate fallout in the global auto industry, with companies like Stellantis, Ford, and Volkswagen taking measures to mitigate the impact.

Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses how shipping companies are being impacted by tariffs. Tariffs may push the truckload-rate recovery further out and earnings expectations lower for the year. Levies will disrupt freight demand, rates and the financial performance of truckload carriers like Knight-Swift, Werner and J.B. Hunt.

Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses tariff impact on retail companies. Efforts to keep costs low by diversifying out of China over the last decade will no longer insulate US retailers from higher tariffs, raising expenses and crimping margin. Sales could suffer, too, as higher prices soften demand.

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Cory Booker on 'Cutting Thru Red Tape' on Tunnel Project(Audio)

Cory Booker on 'Cutting Thru Red Tape' on Tunnel Project(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Senator Cory Booker to discuss the status of the Gateway Rail Tunnel project: his views on the project, potential funding from the government, and cutting through the red tape.See omnystudio.com/listener for privacy information.

11 Touko 20168min

Bloomberg's Colitt on Impeachment of Brazil's Rousseff(Audio)

Bloomberg's Colitt on Impeachment of Brazil's Rousseff(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Raymond Colitt, Bloomberg Bureau Chief in Brasilia, on Brazil's looming impeachment of President Dilma Rousseff.See omnystudio.com/listener for privacy information.

11 Touko 20165min

Bloomberg's Cirilli on Trump and the GOP Establishment (Audio)

Bloomberg's Cirilli on Trump and the GOP Establishment (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Kevin Cirilli, Bloomberg Politics reporter, on the latest news surrounding Trump and his need to embrace the GOP establishment.See omnystudio.com/listener for privacy information.

11 Touko 20165min

Diane Swonk Sees U.S. Election Driving Bond Prices Lower(Audio)

Diane Swonk Sees U.S. Election Driving Bond Prices Lower(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Diane Swonk, Founder of Diane Swonk Economics, on the latest economic data, bond prices, and what she forecasts for the next rate hike.See omnystudio.com/listener for privacy information.

11 Touko 201619min

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: PRA Group (PRAA).See omnystudio.com/listener for privacy information.

10 Touko 201612min

Miller Tabak's Maley: Fed Continues To Bail Out Congress(Audio)

Miller Tabak's Maley: Fed Continues To Bail Out Congress(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Matt Maley, Equity Strategist at Miller Tabak, with a macro look at the equity markets and monetary policy. Broadcasting live from the Boston Convention and Exhibition Center.See omnystudio.com/listener for privacy information.

10 Touko 201611min

Boston Ballet's Nissinen on William Forsythe Partnership(Audio)

Boston Ballet's Nissinen on William Forsythe Partnership(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mikko Nissinen, Artistic Director at the Boston Ballet, on their new partnership with internationally renowned Choreographer William Forsythe. Broadcasting live from the Boston Convention and Exhibition Center.See omnystudio.com/listener for privacy information.

10 Touko 20168min

Margaret Marshall: Bathrooms Are Focus of Segregation (Audio)

Margaret Marshall: Bathrooms Are Focus of Segregation (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Margaret Marshall, Former Chief Justice of the Supreme Court of Massachusetts and senior counsel at Choate Hall & Stewart LLP in Boston, discusses her career, her landmark decision legalizing gay marriage, and the U.S. Justice Department suing North Carolina over its bathroom law. Broadcasting live from the Boston Convention and Exhibition Center.See omnystudio.com/listener for privacy information.

10 Touko 201611min

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