PCE Inflation Picks Up Ahead of Tariffs

PCE Inflation Picks Up Ahead of Tariffs

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

Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

Today’s Podcast Features are:

- Michael McKee, Bloomberg International Economics and Policy Correspondent, on Friday's PCE data. Consumer spending was weaker than expected again in February while a key inflation metric picked up, in a double whammy for the economy before the brunt of tariffs. Inflation-adjusted consumer spending edged up 0.1%, on the low end of economists’ estimates, after a slump January that analysts mostly blamed on bad weather. Notably in February, Americans reduced spending on services for the first time in three years in the face of higher prices — including on dining out.

- Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, on tariffs, DOGE, and the Senate voting on a budget resolution.

- Kirsten Fontenrose, President of Red Six International, speaks on Europe's defense spending. The European Commission is urging members to raise military budgets to 3% of gross domestic product and issue joint debt to fund weapons purchases — moves that could unlock more than €800 billion ($867 billion) in additional spending over four years. Plus Gazans protesting against Hamas.

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UnitedHealth Executive Fatally Shot

UnitedHealth Executive Fatally Shot

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Myles Miller, Managing Editor at Bloomberg News, gives reaction to the NYPD’s press conference after Brian Thompson, a longtime executive, was fatally shot in midtown Manhattan. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Salesforce earnings. Liz Hart, Newmark President of North America Leasing, and Abigail Doolittle, Bloomberg Chief Markets Correspondent, discuss the state of commercial real estate.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

4 Dec 202424min

Martial Law Declared in South Korea

Martial Law Declared in South Korea

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Daniel Ten Kate, Bloomberg Asia EcoGov Executive Editor, discusses South Korean President Yoon Suk Yeol declaring martial law. Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses her outlook for the markets. Sarah Samuels, Head of Investment Manager Research, at NEPC, discusses her outlook for the private marketplace in 2025.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

3 Dec 202420min

Intel CEO Forced Out, France Turmoil

Intel CEO Forced Out, France Turmoil

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Intel’s management changes. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro saying it will name a new CEO. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. David Waddell, CEO and Chief Investment Strategist at Waddell & Associates, discusses his outlook for the markets. Ben Sills, Bloomberg Managing Editor for European Economy and Government, discusses France’s Prime Minster failing to agree to all of the party’s demands on next year’s budget. Peter Andersen, Chief Investment Officer and Founder at Anderson Capital Management, discusses his outlook for the markets. Enrique Gonzalez, BNEF Head of US Gas Research discusses winter gas demand.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

2 Dec 202448min

Bloomberg Intelligence: Black Friday Special

Bloomberg Intelligence: Black Friday Special

On this special Black Friday program, hosts Paul Sweeney and Caroline Hyde speak with Telsey Advisory Group CEO Dana Telsey for her outlook on spending this holiday season, National Tree Company CEO Chris Butler on Christmas tree sales, The Boxoffice Company senior vice president of content strategy and editorial director Daniel Loria on Wicked, Gladiator II, Moana 2 and Hollywood's forecast heading into 2025, and Bloomberg News Deputy Team Leader for US Equities Jess Menton on markets.See omnystudio.com/listener for privacy information.

29 Nov 202434min

BI Weekend: FCC Policy, Citi Bonuses, US Earnings

BI Weekend: FCC Policy, Citi Bonuses, US Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, joins to discuss FCC policy against big tech. Matt Day, Bloomberg Technology Reporter, discusses the Bloomberg Big Take story: “Amazon Prepares to Go ‘Toe to Toe’ With Nvidia in AI Hardware.” Katherine Doherty, Bloomberg Finance Reporter, discusses how Citigroup bonuses are being used to prevent bankers from departing. KR Sridhar, CEO of Bloom Energy, discusses the company’s recent deal with AEP. Ana Davies, BNEF's Head of Renewable Fuels, gives a renewable fuels update. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Best Buy and Dick's sporting goods earnings.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.

29 Nov 202436min

Fed’s Favored Inflation Gauge Rises

Fed’s Favored Inflation Gauge Rises

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses recent eco data. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Ned Lazarus, Associate Professor of International Affairs at George Washington University, discusses Lebanon, Israel cease fire. Bryan Whalen, CIO and Generalist Portfolio Manager at TCW's Fixed Income Group, discusses the latest on the markets. Peter Jeffrey, Bloomberg News Legal Editor, discusses BlackRock and Vanguard being accused of antitrust violations.Hosts: Paul Sweeney, John Tucker, and Matt MillerSee omnystudio.com/listener for privacy information.

27 Nov 202442min

SPECIAL COVERAGE: Israel and Hezbollah Reach Ceasefire

SPECIAL COVERAGE: Israel and Hezbollah Reach Ceasefire

Israel reached a deal for a 60-day cease-fire with the Lebanese militant group Hezbollah after weeks of talks mediated by the US, a first step toward ending a conflict that’s killed thousands of people. For reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg National Security Team Leader Nick Wadhams and Bloomberg News Economy and Government reporter Galit Altstein.See omnystudio.com/listener for privacy information.

26 Nov 202413min

Trump Tariff Threat, Retail Earnings

Trump Tariff Threat, Retail Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Brendan Murray, Bloomberg Global Trade Editor, discusses Donald Trump’s tariff threat. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses retail earnings. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the Biden administration proposing a rule to require the US government to cover weight-loss drugs. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Best Buy and Dick’s Sporting Goods.Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

26 Nov 202435min

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