Keurig Dr Pepper to Buy Peet’s Coffee Owner for $18 Billion in Revamp

Keurig Dr Pepper to Buy Peet’s Coffee Owner for $18 Billion in Revamp

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Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous

-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s NV for €15.7 billion to bolster its struggling coffee business. The company plans to separate its coffee and soft drinks units into two independent, US-listed companies next year once the deal is completed, according to a statement.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the Pinault family reaching out to potential buyers of Puma SE after the company lost about half of its market value in the past year, according to people familiar with the matter.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple kicking off a bold three year plan for its’ iPhone redesign push.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a potential acquisition of Tegna by Nextar Media Group for $6.2 billion. The merger awaits approval by the FCC and will require navigating antitrust regulations.

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FedEx Warns of Pain Ahead With Tariffs Weighing on Demand

FedEx Warns of Pain Ahead With Tariffs Weighing on Demand

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx warns that its profit will be worse than expected this quarter and declines to offer guidance for the rest of the year due to the uncertain global demand environment.-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. General Mills projects a lower adjusted profit for the fiscal year ahead due to cautious consumers limiting their grocery expenses.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his outlook for the restaurant industry. Bloomberg Intelligence says restaurant valuations may diverge between market-share winners and losers in 2H, with casual dining outpacing quick service.See omnystudio.com/listener for privacy information.

25 Juni 18min

Iran Pledges ‘Decisive’ Reply to US Strikes as Israel War Rages

Iran Pledges ‘Decisive’ Reply to US Strikes as Israel War Rages

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelAriel Cohen, Senior Fellow at Atlantic Council discusses the latest from the Middle East. Iran pledged to respond “proportionately and decisively” to US strikes at the weekend and Qatar suspended traffic over its airspace as the conflict between the Islamic Republic and Israel showed signs of boiling over. Emily Leveille, Chief Investment Officer at New Mexico Climate Investment Center joins to discuss the markets reaction to geopolitical tensions. A rebound in stocks sputtered as oil rose, with investors concerned about a potential Iranian response to US attacks on its nuclear sites. Amrita Sen, Founder and Director of Market Intelligence at Energy Aspects, discusses the oil reaction to the recent tension in the Middle East. Oil fluctuated as traders wrestled with US President Donald Trump’s call for lower prices amid signs of further escalation in the conflict with Iran. Terry Haines, founder, Pangaea Policy on the markets joins to discuss market reaction to the middle east and a preview of Fed Chair Jerome Powell testimony before the House Committee on Financial Services.See omnystudio.com/listener for privacy information.

23 Juni 23min

BI Weekend: Nuclear Outlook, Satellite Data, Equality

BI Weekend: Nuclear Outlook, Satellite Data, Equality

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast:- Michael Polsky, Founder and CEO of Invenergy, discusses the fate of solar and wind in the U.S.- Chris Gadomski, BNEF Lead Nuclear Analyst, discusses BNEF’s outlook for nuclear development.- Theresa Condor, Spire Global CEO, discusses how AI and satellite data are redefining weather forecasting.- John Boyd, Founder & President of the National Black Farmers Association, discusses challenges faced by U.S farmers.- Laura Modi, (Pronounced: "Mow-di") CEO and Co-Founder of Bobbie, discusses the infant formula Made in America Act.- Cid Wilson, CEO of Hispanic Association on Corporate Responsibility, discusses advancement programs, conferences, research initiatives, and the importance of DEI.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.

21 Juni 38min

Trump Hints He’ll Hold Off Iran Strike, Give Diplomacy Time

Trump Hints He’ll Hold Off Iran Strike, Give Diplomacy Time

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Mike Regan Cliff Kupchan, Chairman at Eurasia Group, discusses the latest out of Mideast US President Donald Trump signals he will give diplomacy a chance before deciding whether to strike Iran, saying he will make his decision within the next two weeks. Liz Hart, President of Leasing for North America, joins to discuss the latest in the commercial real estate sector. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the latest Fed Meeting as well as Fed Reserve Governor Wallers recent comments. Federal Reserve Governor Christopher Waller said the central bank can lower interest rates as soon as next month.See omnystudio.com/listener for privacy information.

20 Juni 19min

Supreme Court Upholds Curbs on Care for Transgender Minors

Supreme Court Upholds Curbs on Care for Transgender Minors

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelBloomberg Law Host June Grasso discusses the recent Supreme Court decision to curb care for transgender minors. A divided US Supreme Court upheld a Tennessee law that outlaws certain medical treatments for transgender children, preserving similar measures in two dozen states.Daniel Byman, Director of the Warfare, Irregular Threats, and Terrorism Program at the Center for Strategic and International Studies, and a Professor at Georgetown University, joins to discuss the latest on the middle east conflict. The US is considering joining Israel in the war, which could improve the chances of permanently ending Iran's path to a nuclear weapon but risks throwing the oil-rich region into widespread conflict.Joe Deaux, Bloomberg Economic Statecraft Reporter, on the deal between Nippon Steel and US Steel. Nippon Steel Corp. has closed its $14.1 billion takeover of United States Steel Corp., creating the world's second-largest steelmaker and giving Nippon Steel a foothold in the US.Kevin Teasley, Founder and CEO of GEO Academies, discussed how his organization is focused on breaking the cycle of poverty by providing access to exceptional, non-traditional educational opportunities to all families.See omnystudio.com/listener for privacy information.

18 Juni 24min

Trump Says He Wants a ‘Real End,’ Between Israel and Iran

Trump Says He Wants a ‘Real End,’ Between Israel and Iran

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses the latest out of Mideast. President Trump said his early departure from the G7 meeting has "nothing to do" with working on a ceasefire between Israel and Iran, adding that his reason is "much bigger than that. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the latest on the tax bill. Republican leaders aim to quickly negotiate changes to the Senate tax bill, which lacks the votes to pass in both chambers as written. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets amid global tensions and economic data concerns. Stocks fell and bonds rose as traders prepared for the Federal Reserve's decision, driven by concerns about the Middle East and weak economic data.See omnystudio.com/listener for privacy information.

17 Juni 21min

Oil Turns Lower With Iran-Israel Attacks

Oil Turns Lower With Iran-Israel Attacks

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelEllen Wald, President of Transversal Consulting, joins to discuss impact of Mideast conflict on commodities. Oil prices fell as the conflict in the Middle East has not disrupted crude production, and Iran has privately expressed willingness to deescalate hostilities with Israel. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook for the markets. Global markets calmed down as fears of a wider conflict between Israel and Iran subsided, with stocks rising and oil and gold prices falling.Ned Lazarus, Associate Professor of International Affairs at George Washington University, discusses the latest out of the Mideast. Israel and Iran have exchanged fire for the fourth consecutive day, stoking fears of an all-out war that could drag in other countries in the oil-rich region and force the US into a more hands-on stance. Kate Duffy, Bloomberg News Aviation Reporter, joins to discuss the Paris Air Show and how Airbus has received orders from Saudi Arabian customers valued at up to $17 billion, including 77 freighter and passenger aircraft from AviLease and 50 A350-1000 widebody jets from Riyadh Air.See omnystudio.com/listener for privacy information.

16 Juni 25min

BI Weekend: Warner Discovery Splits, Walmart Credit Cards

BI Weekend: Warner Discovery Splits, Walmart Credit Cards

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast:- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Brothers Discovery splitting into two independent companies.- Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses Walmart ’s credit cards once again being issued by Synchrony Financial.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech space.- Scott Levine Bloomberg Intelligence Senior Energy & Industrial Services Analyst, discusses the White House’s goals for nuclear energy.- Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses her Bloomberg story: “Oil Rich University of Texas Cashes In on AI, Crypto, and Power.”- Oliver Metcalfe, BNEF Head of Wind Research, discusses BNEF’s outlook for offshore wind.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.

13 Juni 38min

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