China Orders Boeing Jet Delivery Halt

China Orders Boeing Jet Delivery Halt

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:

George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses China ordering a halt in Boeing jet deliveries. It’s part of the tit-for-tat trade war that’s seen US President Donald Trump levy tariffs of as high as 145% on 5% on Chinese goods, according to people familiar with the matter.

Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Bank of America Corp.’s stock traders posted a record quarter as the company reaped the benefits of volatile markets and net interest income topped analysts’ estimates. Citigroup Inc. inched closer to a key profitability target in the first quarter as the firm’s traders surpassed expectations and the bank drew a record haul from its wealth and retail businesses.

Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses Harvard University President Alan Garber rejecting the Trump administration's demands to combat antisemitism, citing concerns over academic freedom and government interference in higher education. In response, a government task force on antisemitism plans to freeze $2.2 billion of multiyear grants to Harvard, and President Trump threatens to revoke the university's tax-exempt status.

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ASML Guidance Cut, US Bank Earnings

ASML Guidance Cut, US Bank Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses ASML lowering lowering guidance for 2025. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about Boeing planning to raise as much as $25 billion to boost liquidity. Dan Pickering, Chief Investment Officer at Pickering Energy Partners, discusses the latest on the energy sector. David Auerbach, Chief Investment Officer at Hoya Capital, discusses the state of commercial real estate. Oliver Crook, Bloomberg Europe Correspondent, discusses the Bloomberg Big Take story: "VW and Mercedes Are Getting Left in the Dust by China’s EVs."Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

15 Loka 202444min

S&P 500 Earnings Outlook

S&P 500 Earnings Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, gives her outlook for U.S earnings season. Crystal Tse, Bloomberg US Deals Reporter, talks about Elliott Investment Management calling for a special shareholder meeting at Southwest Airlines. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets. Rich Greenfield, Partner and Co-Founder at LightShed Partners discusses recent media news. Gautam Naik, Bloomberg ESG Editor, discusses the Bloomberg Big Take story: “Catastrophe Bonds Will Help Florida But Failed Jamaica.” Kyle Harrison, BNEF's Head of Sustainability Research, talks about the latest sustainable finance trends.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

14 Loka 202450min

Consumer Sentiment, Bank Earnings, Litigation Latest

Consumer Sentiment, Bank Earnings, Litigation Latest

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data from UMich.  Alison Williams, Bloomberg Intelligence Senior Analyst,  on U.S bank earnings. Elliot Stein, Bloomberg Intelligence Litigation Analyst, and Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, on  TD Bank being Hit With $450 Million OCC Penalty  Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, on markets/Fed.   Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, on Google Breakup Probably Won't Be Search Remedy Hosts: Alix Steel and Paul Sweeney See omnystudio.com/listener for privacy information.

13 Loka 202435min

Instant Reaction: Boeing Cuts Workforce By 10%

Instant Reaction: Boeing Cuts Workforce By 10%

Boeing plans to cut its workforce by about 10%, as the planemaker faces a drawn-out strike by workers and a worsening cash crunch. Hosts Matt Miller and Katie Greifeld discuss with Bloomberg Intelligence senior aerospace and airlines analyst George Ferguson. See omnystudio.com/listener for privacy information.

11 Loka 202410min

BI Weekend: Google Breakup, 10 Companies to Watch

BI Weekend: Google Breakup, 10 Companies to Watch

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses a potential Google breakup. Dasha Afanasieva, Bloomberg Consumer Goods Reporter, talks about the Bloomberg Big Take story: “Perrier Contamination Woes Add to $300 Billion Sector’s Hurdles.” George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about Boeing negotiations with striking workers. Anna Davies, BNEF Head of Renewable Fuels, talks about sustainable aviation fuel. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses research about 10 companies to watch in 4Q. Karen Ubelhart, Bloomberg Intelligence Senior Industrials Analyst, discusses Honeywell’s planned spin off.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, 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.

11 Loka 202438min

US CPI Rises, Hurricane Milton

US CPI Rises, Hurricane Milton

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Lindsey Piegza, Chief Economist at Stifel, discusses U.S CPI data. Ken Johnson, Walker Family Chair of Real Estate at the University of Mississippi, talks about Hurricane Milton's impact on Florida housing. Kara Murphy, CIO at Kestra Investment Management, discusses U.S CPI data and the markets. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, talks about Hurricane Milton’s impact on insurers. Max Chafkin, Bloomberg Businessweek Senior Reporter, talks about the Bloomberg Big Take piece: “Lina Khan Has Plenty More Targets—If She Gets Another Term.” Tim Craighead, Bloomberg Intelligence Global Chief Content Officer,  discusses research about 10 companies to watch in 4Q.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

10 Loka 202445min

US Weighs Google Breakup, Hurricane Milton

US Weighs Google Breakup, Hurricane Milton

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the U.S weighing a potential Google breakup. Mike Sullivan, Energy and Utilities Consultant, at PA Consulting, talks about Florida utility resiliency and preparations for Hurricane Milton. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney taking a hit financially after Hurricane Milton. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Ana Davies, BNEF Head of Renewable Fuels, discusses sustainable aviation fuel.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

9 Loka 202451min

Israel Talks, China Markets

Israel Talks, China Markets

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Broadcasting Live from Commonwealth's National Conference for Financial Advisors in Orlando, Florida*Dan Williams, Reporter for Bloomberg News Based in Jerusalem, discusses Israel holding talks in the U.S as the country weighs how to respond to an Iranian missile attack. Enda Curran, Bloomberg Global Economy Reporter, discusses China market disappointment over a lack of fresh stimulus measures from China. Brad McMillan, Managing Principal, Wealth and Investment Management and CIO, at Commonwealth Financial Network, joins to discuss general market commentary and ways Commonwealth guides advisors during market fluctuations. Rob Kane, Director, Alternative Investments, at Commonwealth Financial Network, joins to discuss Commonwealth’s alternative investments offering. Peter Essele, SVP, Head of Advisory Solutions, at Commonwealth Financial Network, joins to discuss the evolution of Commonwealth’s discretionary portfolio management platform. Chris Fasciano, Senior Portfolio Manager at Commonwealth Financial Network, joins to discuss equity earnings, stock outlook, and ways Commonwealth guides advisors during market fluctuations.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

8 Loka 202445min

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