BI Weekend: China Boeing Halt, LVMH Earnings

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: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses President Trump attempting to slash drug prices for Americans by more closely aligning their costs to lower prices paid abroad, renewing and expanding upon a failed push from his first term.Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses talks between Washington and Beijing to temporarily lower tariffs and de-escalate the trade war. The tariff arrangement will see the combined 145% US levies on most Chinese imports reduced to 30% and the 125% Chinese duties on US goods will drop to 10% for three months to give the countries time to negotiate a broader agreement on trade. James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, discusses the latest on the markets. Investors betting the US-China trade reprieve marks the end to an all-out tariff war that had threatened to tip the world into a recession sent stocks rallying, while spurring a slide in defensive corners of the market from bonds to gold and haven currencies.Brant Standridge, President, Consumer and Business Banking at Huntington Bank, discusss Huntington's expansion as banks pull back, and overall growth story. Huntington is a top-10 U.S. regional bank and a Fortune 500 company with $204 billion in assets. It’s one of the only regional banks to post growth in the first quarter of 2025, driven by increased loans and deposits, expanded net interest margin, growth of fee revenues, and rigorous expense management.See omnystudio.com/listener for privacy information.

12 Touko 23min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast: - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings.- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Tyson Foods earnings.- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Marriott earnings.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses BioNTech earnings.- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Ford earnings.- Pol Lezcano, BloombergBNEF Senior Associate, discusses U.S clean power.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.

9 Touko 36min

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: -Shawn Donnan, Bloomberg News Senior Economics Writer, discusses President Donald Trump floating an 80% tariff on China ahead of negotiations due to begin Saturday as he urged Beijing to do more to open their markets to US goods.-Josh Pantony, Co-founder and CEO of Boosted.AI, discusses AI spending, arms race, and how investors are using AI. Recent earnings reports from the largest companies in the world -- Meta, Microsoft and Amazon -- underscore that spending on AI continues to grow exponentially.-Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses U.S-China talks and President Trump’s tax plan. Veda Partners' forecast says there is growing optimism, particularly as business leaders at the Milken conference posited that 50-60% tariff rate reductions could come soon, and that this week's first meeting between the US and China will lead to a sharp reduction in tariffs in the very near term, perhaps immediately. -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses US prosecutors and regulators investigating a $32 million deal between CrowdStrike and Carahsoft Technology. They are probing what senior company executives may have known about it and are examining other transactions made by the cybersecurity firm, according to two people familiar with the matter.See omnystudio.com/listener for privacy information.

9 Touko 23min

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: Enda Curran, Bloomberg Global Economy Reporter, and Joe Mayes, UK Government Reporter, discuss US President Donald Trump announcing a trade framework with the UK, which will bring down barriers and expand market access for American goods, including beef and ethanol.See omnystudio.com/listener for privacy information.

8 Touko 6min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings. Walt Disney Co. reported fiscal second-quarter results that beat Wall Street estimates and raised its outlook for the full year, citing strong performances from theme parks and streaming TV.See omnystudio.com/listener for privacy information.

7 Touko 6min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: -Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses German Parliament backing Friedrich Merz as German Chancellor.-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses DoorDash announcing two multibillion-dollar acquisitions: buying London-based delivery company Deliveroo Plc for £2.9 billion and hospitality tech company SevenRooms Inc. for $1.2 billion.-Bess Freedman, Chief Executive Officer at Brown Harris Stevens, discusses the state of commercial real estate. Topics include: CRE Lending Rebound Amid Lingering Uncertainty, Retail Sector Faces Ongoing Challenges, and Retail Sector Faces Ongoing Challenge.-Pol Lezcano, BloombergBNEF Senior Associate, gives his outlook for clean energy. BNEF says clean energy buildout (solar, onshore wind and energy storage) in the US won't slow down despite Trump's efforts to build more fossil fuel power generation and nuclear.See omnystudio.com/listener for privacy information.

6 Touko 23min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire CEO Warren Buffet retiring. Berkshire Hathaway Inc. followed Warren Buffett’s recommendation, naming Vice Chairman Greg Abel to replace the billionaire as CEO, effective Jan. 1.Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Tyson Foods earnings. Tyson Foods' shares dropped after the company reported stronger-than-expected quarterly earnings, as investors focused on the company's deepening losses in its beef business.Enda Curran, Bloomberg Global Economy Reporter, discusses President Donald Trump suggesting that his administration could strike trade deals with some countries as soon as this week, offering the prospect of relief for trading partners seeking to avoid higher US import duties.Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. The ISM survey prices paid jumped to 65.1, far higher than the 61.4 expected by economists. It’s the highest print since early 2023, when inflation was slowing after the pandemic supply shock.See omnystudio.com/listener for privacy information.

5 Touko 24min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast: -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro Computer preliminary results.- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings.- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence and Elliot Stein, Bloomberg Intelligence Litigation Analyst, discuss BI’s new Tariff research. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses cruise-line earnings.- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Microsoft earnings.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings.- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings.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.

2 Touko 37min