Stocks Rally, Bonds Slip on Trade Deal Hopes

Stocks Rally, Bonds Slip on Trade Deal Hopes

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:

Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the economic impact of tariffs. US Treasuries fell Tuesday after the wildest day for bond traders since the height of the pandemic in March 2020. The decline pushed yields on 10-year US bonds up three basis points to 4.21%, after a volatile start to the week in which early gains gave way to steep losses.

Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the impact of tariffs on the markets.
U.S Stocks headed toward their biggest gain since November and bonds fell after Treasury Secretary Scott Bessent fueled hopes of trade deals, marking a dramatic shift in Wall Street sentiment following a selloff that chopped trillions of dollars off global markets.

Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s historic selloff. Apple's shares dropped 19% after President Donald Trump’s tariffs announcement, erasing over $637 billion in market value, due to investor skepticism about its ability to navigate President Donald Trump's tariffs on China, Vietnam, and India. Recent events also brought a short-term benefit: customers rushing to retail stores to buy iPhones.

Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of tariffs on the green transition. Donald Trump’s so-called reciprocal tariffs will inflate the cost of a vast range of imports. Under his proposal, a 10% universal tariff comes into effect for almost all US imports on April 5, and higher rates for specific countries activate on April 9th.

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US CPI Eases, Bank Earnings

US CPI Eases, Bank Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.William Lee, Chief Economist at the Milken Institute, discusses U.S CPI data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Lauren Saidel-Baker, Economist at ITR Economics and Michael McKee, Bloomberg International Economics and Policy Correspondent, discuss U.S CPI data. Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss TikTok.Hosts: John Tucker, Norah Mulinda, and Matthew MillerSee omnystudio.com/listener for privacy information.

15 Jan 202536min

Senate Confirmation Hearings

Senate Confirmation Hearings

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025Featuring:Terry Haines, Founder at Pangea PolicyGautam Mukunda, professor at Yale School of ManagementChristopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International EconomicsSee omnystudio.com/listener for privacy information.

14 Jan 202526min

Los Angeles Braces for More Firestorms

Los Angeles Braces for More Firestorms

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Guarav Mallik, Chief Investment Officer at Pallas Capital Advisors, discusses his outlook for the markets.Hosts: John Tucker, Emily Graffeo, and Matthew MillerSee omnystudio.com/listener for privacy information.

13 Jan 202521min

Bonus In the City: Why Are UK Assets Spiraling Now?

Bonus In the City: Why Are UK Assets Spiraling Now?

It’s been a rough week for UK assets. The pound fell to its lowest level in a year, gilt yields surged and investors are losing confidence in the government’s ability to control the nation’s deficit and high borrowing costs. Why are things spiraling now? Senior reporter Phil Aldrick joins this week’s In the City to explain. See omnystudio.com/listener for privacy information.

12 Jan 202521min

BI Weekend: Healthcare, Energy, and Bank Outlook

BI Weekend: Healthcare, Energy, and Bank Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Jonathan Palmer, Bloomberg Intelligence Senior Healthcare Analyst, gives his 2025 Outlook for North America Health-Care Tech. Simon Casey, Bloomberg Managing Editor for Energy and Commodities, talks about Biden Barring offshore drilling in US Atlantic and Pacific. Mike Sommers, API President & CEO, talks about the energy sector under Donald Trump. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses global market themes for 2025. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, gives her asset manager outlook for 2025. Michael Moore, Bloomberg Managing Editor for Finance in the Americas, discusses JPMorgan and Bridgewater staffing moves.Hosts: Paul Sweeney, Alix SteelBloomberg 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.

10 Jan 202538min

Trump Gets No Jail Time or Probation in NY Hush Money Case

Trump Gets No Jail Time or Probation in NY Hush Money Case

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses Donald Trump’s NY hush money sentencing. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses his outlook for the U.S economy and the December jobs report. Kate Duchene, CEO of RGP, discusses the December jobs report. Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.

10 Jan 202523min

Instant Reaction: Supreme Court Allows Trump Sentencing

Instant Reaction: Supreme Court Allows Trump Sentencing

A divided US Supreme Court cleared the way for President-elect Donald Trump’s sentencing in his hush money criminal case, dealing him a setback as he prepares to begin his second term in office. For reaction and perspective, host Doug Krizner speaks with Bloomberg legal analyst and host of Bloomberg Law, June Grasso.See omnystudio.com/listener for privacy information.

10 Jan 20259min

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 202519min

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