U.S Retail Sales Beat Forecasts, Walmart Earnings

U.S Retail Sales Beat Forecasts, Walmart Earnings

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

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Vineer Bhansali, Founder and Chief Investment Officer of LongTail Alpha, discusses the carry trade, fixed income, and hedging strategies. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Episoder(3210)

Unilever Split, Boeing Latest, Intel Grant

Unilever Split, Boeing Latest, Intel Grant

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Bloomberg Intelligence analysts Deborah Aitken and Duncan Fox, discuss Unilever separating ice cream business. Madison Muller, Bloomberg News Health Reporter, talks about Oprah’s role with Eli Lilly and Novo Nordisk. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing predicting a massive cash drain. Mackenzie Hawkins, Bloomberg News US Industrial Reporter, talks about Intel’s grant from the U.S government. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses a potential TikTok ban in the U.S. Jim Fitterling, CEO of the Dow chemical company, discusses high power prices in Europe.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.

22 Mar 202439min

Nike Sales Warning, U.S House Passes Spending Bill

Nike Sales Warning, U.S House Passes Spending Bill

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFPoonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, joins to break down Nike and Lululemon earnings. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses FedEx earnings. Steve Man, Global Autos and Industrials Research Analyst, discusses Tesla cutting output at its plant in China. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Reddit's first day of U.S trading. Jeanne Sheehan Zaino, Professor, Bloomberg Politics Contributor, and author of "American Democracy in Crisis, discusses the U.S House passing a $1.2 trillion government funding bill.Hosts: Paul Sweeney and Michael ReganSee omnystudio.com/listener for privacy information.

22 Mar 202446min

DOJ Sues Apple, Reddit IPO

DOJ Sues Apple, Reddit IPO

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses the US Justice Department suing Apple. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Reddit's U.S IPO. Chris Williamson, Chief Business Economist, at S&P Global Market Intelligence, discusses S&P Manufacturing/Service/Composite PMI data. Nicole Webb, Senior Vice President, Financial Advisor at Wealth Enhancement Group, discusses her market outlook. Eric Hansotia, AGCO CEO, discusses the strategic reasons behind AGCO’s pursuit of the largest ag tech deal ever. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

21 Mar 202434min

Instant Reaction: Jay Powell on Fed Policy

Instant Reaction: Jay Powell on Fed Policy

Bloomberg's Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decisionSee omnystudio.com/listener for privacy information.

20 Mar 202427min

Instant Reaction: The Fed Decides

Instant Reaction: The Fed Decides

Bloomberg's Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

20 Mar 202431min

Reddit IPO, Intel Chips, Boeing's Cash Drain, Gucci Sales Fall

Reddit IPO, Intel Chips, Boeing's Cash Drain, Gucci Sales Fall

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF Today's episode features: Bailey Lipschultz, Bloomberg News IPO Reporter, on the Reddit IPO   Mackenzie Hawkins, Bloomberg News US industrial reporter on Intel and Huawei  George Ferguson, Bloomberg Intelligence Airline analyst on Boeing's Cash Drain   Deborah Aitken, Bloomberg Intelligence Luxury Goods analyst, on Gucci  See omnystudio.com/listener for privacy information.

20 Mar 202436min

Dow Chemical, Fed Decision, Oprah

Dow Chemical, Fed Decision, Oprah

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Featuring: Dow CEO Jim Fitterling  Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss his latest Fed commentary, preview Fed day.  Phil Orlando, Chief Equity Strategist with Federates Hermes on the markets    Madison Muller, Bloomberg News health reporter, on how Oprah became weight-loss drugs unoffcial spokeswoman  Hosted by Paul Sweeney and Molly SmithSee omnystudio.com/listener for privacy information.

19 Mar 202440min

Apple, Google AI Talks, TikTok Bill Latest, Market Outlook

Apple, Google AI Talks, TikTok Bill Latest, Market Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast, Tom Giles, Bloomberg News Senior Executive Editor for Global Technology, discusses the latest with the potential Apple-Google gen-AI pact. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, talks the latest on the bond market. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, explains the latest with TikTok and the potential for a ban in the US. Michael Cuggino, President and Portfolio Manager at the Permanent Portfolio Family of Funds, discusses the latest on the markets. And we get the latest on regional banks with Bloomberg Intelligence Senior Analyst for US Regional Banks, Herman Chan.  Hosts: Paul Sweeney and John Tucker 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.

18 Mar 202441min

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