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.

See omnystudio.com/listener for privacy information.

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Berkshire Earnings, US Election Preview

Berkshire Earnings, US Election Preview

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway earnings. Maya Wiley, President and CEO, at the Leadership Conference on Civil and Human Rights, discusses the U.S election. Katy Kaminski, Chief Research Strategist and Portfolio Manager at AlphaSimplex, discusses her outlook for the markets. Katherine Burton, Bloomberg Senior Reporter, discusses the Bloomberg Big Take story: “Traders Gear Up to Capture Swings in Volatile Election Night.” Ruben Hovhannisyan, Managing Director, Generalist Portfolio Manager in the Fixed Income group at TCW, discusses the latest on the markets. Yayoi Sekine, BloombergNEF Head of Energy Storage, discusses her outlook for wind, solar and storage over the next 10 years.Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.

4 Nov 202440min

Listen Now: US Election Coverage on Bloomberg Podcasts

Listen Now: US Election Coverage on Bloomberg Podcasts

Be in the know this election with Bloomberg Podcasts. Follow Bloomberg News Now for up-to-the minute election results, all night long. And go deeper with The Big Take podcast, featuring in-depth global analysis of the US election every day this week. See omnystudio.com/listener for privacy information.

4 Nov 20241min

US Tech Earnings,  Commercial MBS Bonds Go Bust

US Tech Earnings, Commercial MBS Bonds Go Bust

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast:  Mandeep Singh, Bloomberg Intelligence Senior Technology Analyst, recaps Alphabet and META earnings. Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, on Eli Lilly earnings. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, on Tesla, the overall EV market, and the sway US Presidents have on fuel economy standards for cars. Steve Man, Bloomberg Intelligence Senior Auto Analyst on BYD Sales Beat Tesla for First Time.  Carmen Arroyo, Bloomberg Credit Reporter, on Big Take story: AAA Bonds Go Bust and Reveal Depths of US Office-Market Crash.  Alison Williams, Bloomberg Intelligence Senior Analyst for Global Banks on UBS Earnings. And Rhett Buttle, CEO, Public Private Strategies, to discuss the impact that business leaders can make by advocating for safe and secure elections. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, 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.

1 Nov 202437min

Boeing Union Endorses Offer, America's Oil Resurgence

Boeing Union Endorses Offer, America's Oil Resurgence

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Thomas Black, Bloomberg Opinion columnist, on latest Boeing news and his Opinion piece: Boeing Strikers Should Accept Its Latest Offer. Joanie Bily, Division President at Employbridge, and Chair of American Staffing Association, on October U.S jobs report and employment trends. Allan Schweyer, Principal Researcher of Human Capital at The Conference Board on DEI work survey.  David Wethe, Bloomberg News Energy Reporter, on Big Take story: Most Productive US Industry is One that Wall Street Wrote Off.  Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, to discuss her outlook for the markets. And  Nathan Dean , Bloomberg Intelligence Senior Policy Analyst, on his Harris vs. Trump Policy Scenario Analysis  Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.

1 Nov 202436min

Bloomberg Technology Special: Intel CEO Pat Gelsinger

Bloomberg Technology Special: Intel CEO Pat Gelsinger

On a special edition of Bloomberg Technology, host Ed Ludlow speaks with Intel CEO Pat Gelsinger after the company gave a fourth-quarter revenue forecast slight above estimates, leading to a spike in shares after hours. See omnystudio.com/listener for privacy information.

31 Okt 202427min

Instant Reaction: Intel and Apple Earnings Results

Instant Reaction: Intel and Apple Earnings Results

Intel shares surged after the company gave a fourth-quarter revenue forecast slightly above estimates, sparking optimism that it’s capable of reclaiming some lost market share. Apple reported weaker sales in China than anticipated last quarter, raising fresh concerns about one of its most important regions. For instant reaction and analysis to the latest big tech earnings drop, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Technology co-host Ed Ludlow. See omnystudio.com/listener for privacy information.

31 Okt 202421min

US Core PCE Rises, Estée Lauder Pulls Guidance

US Core PCE Rises, Estée Lauder Pulls Guidance

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, on latest PCE data. Geeetha Ranganathan, Bloomberg Intelligence US Media Analyst, on Comcast Weighing Spinoff of Cable Networks  & Pelton naming new CEO. Olaolu Aganga, U.S. Chief Investment Officer at Mercer, to discuss her market outlook.  Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, on Estee Lauder cutting guidelines amid weak demand in China. Mandeep Singh, Bloomberg Intelligence Senior Technology Analyst, recapping META and Door Dash earnings. Rania Sedhom, Managing Partner at Sedom Law Group, on how group of music label heavy hitters have come together to sue AI music platforms for copyright infringement. Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.

31 Okt 202441min

Instant Reaction: Microsoft, Meta Earnings Results

Instant Reaction: Microsoft, Meta Earnings Results

Microsoft's cloud-computing and Office software businesses fueled stronger-than-projected quarterly revenue growth, a sign that the company’s hefty investments in artificial intelligence are starting to pay off. Meanwhile, Meta Platforms projected stronger-than-expected holiday quarter sales, and touted AI improvements to its core advertising business. But it wasn’t enough to satisfy Wall Street. For instant reaction and analysis to these results, plus other tech earnings, hosts Tim Stenovec and Katie Greifeld speak with Bloomberg Intelligence senior technology analysts Mandeep Singh and Anurag Rana.  See omnystudio.com/listener for privacy information.

30 Okt 202416min

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