Trump Tariffs Shock Supply Chains

Trump Tariffs Shock Supply Chains

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:

Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses how tech companies are being impacted by Trump's tariffs. Apple is being heavily impacted by President Trump's new tariffs, which will affect its supply chain and manufacturing centers in several countries, including China, India, Vietnam, Malaysia, Thailand, and Ireland.

Steve Man, Bloomberg Intelligence Global Autos and Research Analyst, discusses the impact of tariffs on autos companies. President Donald Trump's 25% tariffs on imported cars have taken effect, causing immediate fallout in the global auto industry, with companies like Stellantis, Ford, and Volkswagen taking measures to mitigate the impact.

Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses how shipping companies are being impacted by tariffs. Tariffs may push the truckload-rate recovery further out and earnings expectations lower for the year. Levies will disrupt freight demand, rates and the financial performance of truckload carriers like Knight-Swift, Werner and J.B. Hunt.

Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses tariff impact on retail companies. Efforts to keep costs low by diversifying out of China over the last decade will no longer insulate US retailers from higher tariffs, raising expenses and crimping margin. Sales could suffer, too, as higher prices soften demand.

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Trump Takes Hush Money Sentencing to Supreme Court

Trump Takes Hush Money Sentencing to Supreme Court

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Greg Stohr, Bloomberg Supreme Court Reporter, discusses President-elect Donald Trump asking the US Supreme Court to intervene in his hush money criminal case. Francisco Leon, CEO of California Resources, discusses recent carbon capture news. Dave Aspell, Co-CIO of Mount Lucas Management, discusses his outlook for managed futures, bonds, currencies and commodity markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

8 Jan 19min

JP Morgan Staffing, Bridgewater Cuts

JP Morgan Staffing, Bridgewater Cuts

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael Moore, Managing Editor for Finance in the Americas, discusses JPMorgan planning to bring staff back to office 5 days a week, and staff cuts at Bridgewater. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Mike Sommers, API President & CEO, discusses expectations for Day 1 energy action from the new Trump administration. Enda Curran, Bloomberg Global Economy Reporter, talks about a U.S blacklist of China’s tech giants.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

7 Jan 25min

Trudeau Resigns, Barr to Step Down

Trudeau Resigns, Barr to Step Down

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Laura Kane, Ottawa Bureau Chief, discusses Canadian Prime Minister Justin Trudeau resigning. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses Federal Reserve Vice Chair for Supervision Michael Barr planning to step down. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Brian Vendig, Chief Investment Officer, at MJP Wealth Advisors, discusses his outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

6 Jan 25min

Special Coverage: Mike Johnson Wins House Speaker Vote

Special Coverage: Mike Johnson Wins House Speaker Vote

Republican Mike Johnson won reelection as House speaker, overcoming resistance from a small but pivotal group of conservative hardliners after a flurry of last-minute talks and with the help of a critical endorsement from President-elect Donald Trump. For analysis of the moment Johnson reclaimed the gavel, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Balance of Power host Joe Mathieu. They also speak with Bloomberg's Tyler Kendall from Capitol Hill and get insight from Bloomberg politics editor Laura Davison.See omnystudio.com/listener for privacy information.

3 Jan 18min

BI Weekend: Tesla Deliveries, Luxury Sales

BI Weekend: Tesla Deliveries, Luxury Sales

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla deliveries. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, gives her luxury outlook. Sridhar Natarajan, Bloomberg Senior Finance Reporter, gives his 2025 outlook for Wall Street. Alex Harris, Bloomberg Bond Reporter, discusses the Bloomberg Big Take story: “Treasury's $50 Trillion Deluge Will Test Strained Dealer Pipes.” Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, gives his outlook for chips. Brendan Murray, Bloomberg Global Trade Editor, discusses what to expect from looming U.S tariffs.Hosts: Paul Sweeney, Alix Steel, Matt Miller, and Sonali BasakThe 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.

3 Jan 38min

Nippon Steel Takeover of US Steel Blocked

Nippon Steel Takeover of US Steel Blocked

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael Shepard, Bloomberg Senior Editor in Washington, discusses President Biden blocking the $14.1 billion sale of United States Steel to Nippon Steel. Walter Todd, President, Chief Investment Officer, and Managing Director at Greenwood Capital, discusses his market outlook. Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses the U.S Surgeon General calling for cancer warnings on alcohol labels. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

3 Jan 18min

Instant Reaction: Cybertruck Blast Suspect Identified

Instant Reaction: Cybertruck Blast Suspect Identified

The suspect who died in a Cybertruck explosion outside the Trump Las Vegas hotel on Wednesday was identified as Matthew Alan Livelsberger, according to people familiar with the matter. Hosts Carol Massar and Tim Stenvoec discuss the latest following a press conference with Clark County sheriff Kevin McMahill with Bloomberg News National Security Team Leader Nick Wadhams and Bloomberg News Auto Reporter Keith Naughton for reaction and analysis.See omnystudio.com/listener for privacy information.

2 Jan 10min

Tesla’s Annual EV Sales Drop

Tesla’s Annual EV Sales Drop

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla deliveries. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, discusses her outlook for the markets. Mark Douglas, President and CEO of MNTN, discusses what he expects in media and streaming in 2025.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

2 Jan 23min

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