Bloomberg Intelligence25 Mar 2025

US Consumer Confidence Tumbles Again to Lowest Since Early 2021

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:

Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. US consumer confidence fell in March to the lowest level in four years on concerns about higher prices and the economic outlook amid the Trump administration’s escalating tariffs.

Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses new home sales. Sales of new homes in the US bounced back slightly last month from a rocky start to 2025 as homebuilders benefited from better weather while leaning on generous sales incentives to stoke demand.

Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Grace discusses recent eco data and the impact of tariffs on investment outlook. She’s hopeful that April 2nd will provide companies with greater certainty, but most companies have been game-planning for a while, and have offered frameworks to think about impacts. Grace expects some tariff uncertainty will continue even after 4/2 (eg autos, pharma, semiconductors, etc.)

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses senior foreign officials and major tech companies pushing the Trump administration to rethink the country’s global semiconductor strategy. This comes as the US prepares a controversial framework for controlling artificial intelligence development around the world.

See omnystudio.com/listener for privacy information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(3524)

Apple Is Ready to Make Long-Awaited Push Into Smart-Home Market

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analy...

30 Sep 21min

Smart Ring Maker Oura Delays IPO

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discu...

29 Sep 22min

Nvidia Boosts Share Buyback Program by $150 Billion

28 Sep 27min

What The Bond Selloff Means For Your Wallet & Simplifying Finance For Your Family

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Mexico Secretary of Foreign Affairs Roberto Velasco Alvarez, BlackRock Portfoli...

26 Sep 47min

Muse Powers Meta to Cusp of $2 Trillion in Best Month Since 2013

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, Meta ...

25 Sep 18min

Meta Introduces Palm-Sized Device to Use Muse AI

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Mandeep Singh, Global Head of Tech Research for Bloomberg Intellig...

24 Sep 19min

Disney+ Price to Jump 13% to $21.49 Per Month

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on...

23 Sep 22min

Meta’s New Muse AI App Makes Shopping Easier

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Mandeep Singh, Bloomberg Intelligence Global Head: Technology Res...

22 Sep 16min