Disney Shares Slide as Profit Outlook Overshadows Streaming Wins

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Jennifer Bartashus, Bloomberg Intelligence senior analyst covering retail discusses holiday consumer spending and looks ahead to the retail space in 2025, Drew Reading, Bloomberg Intelligence home builders analysts breaks down what’s next for the home builders in the new year, Julia Coronado, founder and president of Macropolicy Perspectives reacts to the Fed’s policy meeting in December and discusses how economic policy might be shaped by Trump in the new year, and Tim Craighead, Bloomberg Intelligence Research Director for Content discusses the 50 companies to watch in 2025. Also featuring guest host Caroline Hyde. 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.

27 Joulu 202438min

On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney and Caroline Hyde speak with Katerina Simonetti, senior portfolio manager at Morgan Stanley for her perspective on markets heading into 2025, Bloomberg LA Bureau chief John Gittelsohn about the latest Big Take on how the globe is bracing itself for Trump tariffs, Dr. Ellen Wald, senior fellow at the Atlantic Council for her outlook on oil and energy, and The Boxoffice Company senior vice president for content strategy and editorial director Daniel Loria on the holiday box office and what to expect from Hollywood in 2025.See omnystudio.com/listener for privacy information.

27 Joulu 202433min

On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney and David Gura check in on the latest with Starbucks workers striking and take a look at how consumers are feeling toward the end of the holiday shopping season with Bloomberg's Emily Cohn, preview the economy for the new year with Lauren Saidel-Baker, an economist with the Institute for Trend Research, and talk real estate with Russel William Galbut, managing principle at Crescent Heights.See omnystudio.com/listener for privacy information.

26 Joulu 202433min

On a special edition of Bloomberg Intelligence, Bloomberg's Emily Cohn joins to discuss the Nordstrom family's plan to take the chain private, Bloomberg Intelligence's Jennifer Bartashus shares her outlook for the retail space in 2025, Julia Coronado, founder and president of Macropolicy Perspectives, discusses her outlook for 2025 and Bloomberg's Craig Trudell talks the auto space and the potential Honda-Nissan merger. Paul Sweeney and Caroline Hyde host. See omnystudio.com/listener for privacy information.

23 Joulu 202427min

The House passed funding to keep the US government operating until mid-March just hours before a midnight shutdown deadline, capping off a tumultuous two days in which two earlier plans pursued by Speaker Mike Johnson collapsed. For instant reaction and analysis, host Kailey Leinz speaks with Lester Munson, Principal of the International Practice at BGR Group and Republican Strategist, Jeanne Sheehan Zaino, Senior Democracy Fellow with the Center for the Study of the Presidency & Congress and Bloomberg Politics Contributor and Megan Scully, Bloomberg Capitol Influence team leader.See omnystudio.com/listener for privacy information.

20 Joulu 20248min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Pfizer earnings. Patrick Clark, Bloomberg Real Estate Reporter, talks about why real estate may be facing a reckoning in 2025. Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses her travel research for 2025. Suzanne Woolley, Bloomberg Personal Finance Reporter, discusses the Bloomberg Big Take story: 'Need to Grind’: Retirement Crunch Haunts Americans Nearing 60.” Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, discusses Micron earnings. Viktoria Dendidrou, Bloomberg US Treasury Reporter, discusses the Bloomberg Big Take story: “Debt Risks That Lured Bessent to US Treasury Now Loom Large.” Andrew Silverman, Bloomberg Intelligence Senior Policy Analyst, discusses M&A research.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.

20 Joulu 202436min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Wendy Schiller, Professor at Brown University, joins to discuss the latest on the potential for a government shutdown. Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics, discusses the impact of a potential government shutdown. Sandi Bragar, Chief Client Officer at Aspiriant, discusses her outlook for the markets.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.

20 Joulu 202423min

The Republican-led House rejected a temporary funding plan backed by President-elect Donald Trump on Thursday with just over 24 hours to go before a US government shutdown, capping an extraordinary two days in Washington that tested the limits of the incoming president’s power. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg Capitol Influence deputy team leader Mike Dorning.See omnystudio.com/listener for privacy information.

20 Joulu 20247min