Stocks Rally, Bonds Slip on Trade Deal Hopes

Stocks Rally, Bonds Slip on Trade Deal Hopes

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:

Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the economic impact of tariffs. US Treasuries fell Tuesday after the wildest day for bond traders since the height of the pandemic in March 2020. The decline pushed yields on 10-year US bonds up three basis points to 4.21%, after a volatile start to the week in which early gains gave way to steep losses.

Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the impact of tariffs on the markets.
U.S Stocks headed toward their biggest gain since November and bonds fell after Treasury Secretary Scott Bessent fueled hopes of trade deals, marking a dramatic shift in Wall Street sentiment following a selloff that chopped trillions of dollars off global markets.

Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s historic selloff. Apple's shares dropped 19% after President Donald Trump’s tariffs announcement, erasing over $637 billion in market value, due to investor skepticism about its ability to navigate President Donald Trump's tariffs on China, Vietnam, and India. Recent events also brought a short-term benefit: customers rushing to retail stores to buy iPhones.

Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of tariffs on the green transition. Donald Trump’s so-called reciprocal tariffs will inflate the cost of a vast range of imports. Under his proposal, a 10% universal tariff comes into effect for almost all US imports on April 5, and higher rates for specific countries activate on April 9th.

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Episoder(3302)

House GOP Leaders Ready Funding Plan

House GOP Leaders Ready Funding Plan

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 Des 202423min

Instant Reaction: Trump-Backed Funding Plan Fails

Instant Reaction: Trump-Backed Funding Plan Fails

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 Des 20247min

US Government Shutdown Looms

US Government Shutdown Looms

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the possibility of a government shutdown. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the potential for a government shutdown.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

19 Des 202423min

Evolving Money: Rebuilding the Creator Economy (Sponsored Content)

Evolving Money: Rebuilding the Creator Economy (Sponsored Content)

What does it mean for content creators to “go onchain?” We’ll learn how this movement to take financial power back from closed-off social media platforms could give creators a kind of freedom that they’ve struggled to hold onto for centuries. This episode is sponsored by Coinbase.See omnystudio.com/listener for privacy information.

19 Des 202418min

Instant Reaction: Jay Powell on Fed Policy

Instant Reaction: Jay Powell on Fed Policy

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance as the Fed lowered interest rates for a third time, but reined in the number of cuts they expect in 2025.See omnystudio.com/listener for privacy information.

18 Des 202423min

Instant Reaction: The Fed Decides

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene, 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.

18 Des 202430min

Supreme Court to Hear TikTok Challenge

Supreme Court to Hear TikTok Challenge

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the Supreme Court saying it will hear TikTok’s challenge to a U.S ban. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the latest on the markets and the Fed. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Honda and Nissan exploring a merger with Foxconn. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

18 Des 202424min

US Retail Sales Strengthen

US Retail Sales Strengthen

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. James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, discusses the latest on the markets. Brian Gilvary, Chairman of INEOS Energy, discusses the acquisition by INEOS of CNOOC Gulf of Mexico Assets. Dana D'Auria, Co-Chief Investment Officer, at Envestnet, discusses her outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

17 Des 202424min

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