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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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

Super Micro Auditor Resigns, Eli Lilly Cuts Outlook

Super Micro Auditor Resigns, Eli Lilly Cuts Outlook

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.Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst on SMCI Auditor Resigning. Alison Williams, Bloomberg Intelligence Senior Analyst for Global Banks on UBS Earnings. Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, on Eli Lilly earnings. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, to recap Alphabet earnings.  Laura Davison, Bloomberg News Politics Editor, on How Puerto Rico Became a US Election Issue on the Supreme Court Lets Virginia Purge Voter Rolls for Election. Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.

30 Okt 202432min

Instant Reaction: Alphabet Beats Sales Estimates

Instant Reaction: Alphabet Beats Sales Estimates

Google parent Alphabet reported third-quarter sales that climbed more than analysts expected, helped by the growth of its cloud computing business. For instant reaction and analysis, hosts Carol Massar and Tim Stenovec spoke with Bloomberg Intelligence senior tech industry analyst Mandeep Singh and Bloomberg Technology co-host Caroline Hyde. See omnystudio.com/listener for privacy information.

29 Okt 202416min

McDonalds Sales Fall, US Tech Earnings

McDonalds Sales Fall, US Tech Earnings

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.Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings. Gene Munster, Managing Partner at Deepwater Asset Management, joins to talk U.S tech earnings this week. Dana Peterson, Chief Economist at the Conference Board, discusses consumer confidence data. Neil Grossman, Co-Founder & Former CIO at KNG Capital, discusses his outlook on the markets. Ellen Wald, President of Transversal Consulting, joins to discuss oil prices. Carmen Arroyo, Bloomberg Credit Reporter, discusses the Bloomberg Big Take story: “AAA Bonds Go Bust and Reveal Depths of US Office-Market Crash.”Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.

29 Okt 202446min

Boeing Share Sale, VW Seeks Plant Closings

Boeing Share Sale, VW Seeks Plant Closings

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.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing launching a nearly $19 billion share sale to address liquidity needs. Steve Man, Bloomberg Intelligence Senior Auto Analyst, discusses Volkswagen saying it will close three German factories. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Kirsten Fontenrose, President of Red Six International, joins to discuss weekend news out of the Mideast. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the fixed income space. Rhett Buttle, CEO at Public Private Strategies, discusses the impact that business leaders can make by advocating for safe and secure elections. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, discusses the EV market.Hosts: Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.

28 Okt 202449min

BI Weekend: US Earnings, Disney’s Succession

BI Weekend: US Earnings, Disney’s Succession

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: Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Craig Trudell, Bloomberg Global Autos Editor, recaps Tesla earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, talks about Disney’s succession plans. Kiel Porter, Bloomberg Industrials Reporter, discusses the Bloomberg Big Take story: “Cracked Skull, Broken Bones Show Rivian Plant's Danger.“ John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T and Verizon earnings. Chris Gadomski, BNEF Lead Nuclear Analyst, talks about nuclear reactor technology.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.

25 Okt 202437min

US Consumer Sentiment Rises to Six Month High

US Consumer Sentiment Rises to Six Month High

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.Joanne Hsu, University of Michigan Surveys of Consumers Director, joins to discuss today's UMich consumer sentiment data. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses key industries impacted by the U.S election. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses the latest on the markets. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses news that a federal judge blocked Tapestry's planned $8.5 billion acquisition of Capri Holdings. Justina Lee, Bloomberg Cross-Asset Markets Reporter, discusses the Bloomberg Big Take story: “Wall Street Takes Tax-Loss Harvesting to Next Level.”Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.

25 Okt 202429min

Tesla Shares Surge After Blowout Quarter

Tesla Shares Surge After Blowout Quarter

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.Craig Trudell, Bloomberg Global Autos Editor, recaps Tesla earnings. Jessica Kriegel, Chief Scientist of Workplace Culture, at Culture Partners, discusses Boeing factory workers rejecting a new labor contract. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, talks UPS earnings. Jodi Schneider, Political News Director for Bloomberg TV and Radio, discusses the latest Bloomberg Morning Consult poll. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses new home sales data. Terence Kawaja, Founder and CEO at LUMA Partners, discusses digital ad tech.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.

24 Okt 202445min

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