BI Weekend: A Preview of 2025

BI Weekend: A Preview of 2025

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.

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Sanford's Oxgaard: Not Optimistic on Bayer-Monsanto Deal(Audio)

Sanford's Oxgaard: Not Optimistic on Bayer-Monsanto Deal(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jonas Oxgaard, Chemicals Equity Analyst at Sanford Bernstein, weighs in on Bayer AG's bid for Monsanto: he's not optimistic the deal...

19 Maj 20168min

Bloomberg's Micklethwait: Merkel Is Europe's Best Hope (Audio)

Bloomberg's Micklethwait: Merkel Is Europe's Best Hope (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Micklethwait, Editor-In-Chief for Bloomberg Editorial, on Europe, Germany's "fatigue", and Brexit.See omnystudio.com/listener f...

19 Maj 201611min

Wolfe's Mushkin Sees AMZN Becoming Horizontal Monopoly (Audio)

Wolfe's Mushkin Sees AMZN Becoming Horizontal Monopoly (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on Walmart earnings, Amazon and the retail space.See omnystudio.com/...

19 Maj 201611min

Conference Board's Goldstein on the April LEI Index (Audio)

Conference Board's Goldstein on the April LEI Index (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ken Goldstein, Economist with the Conference Board, on the April LEI index.See omnystudio.com/listener for privacy information.

19 Maj 20168min

Beaconcrest's Divney Is Avoiding Retail, But Likes Coach(Audio)

Beaconcrest's Divney Is Avoiding Retail, But Likes Coach(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Kevin Divney, Chief Investment Officer and Founder of Beaconcrest Capital, for a look at the market reaction to the Fed minutes, and...

18 Maj 201611min

Bloomberg's Boesler Confirms Fed Open to June Rate Hike (Audio)

Bloomberg's Boesler Confirms Fed Open to June Rate Hike (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Bloomberg Fed reporter Matthew Boesler breaks down the April FOMC minutes. Joined by Bloomberg stocks editor David W...

18 Maj 20166min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, Stock of the Day: Castlight Health (CSLT).See omnystudio.com...

18 Maj 201612min

UMB's Kemper, Hagedorn: Reserves Protect Energy Exposure(Audio)

UMB's Kemper, Hagedorn: Reserves Protect Energy Exposure(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mariner Kemper, Chairman and CEO of UMB Financial, and Michael Hagedorn, President & CEO of UMB Bank, on their outlook for the banki...

18 Maj 201611min

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