US Consumer Confidence Rises, Super Micro Slips
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Stephanie Guichard, Senior Economist, Global Indicators at the Conference Board, discusses consumer confidence data. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins the program to discuss Hindenburg Research's short position and report on Super Micro. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, discusses her outlook for the markets. Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Eli Lilly selling its’ weight loss Zepbound drug vials at a discount. Ruben Hovhannisyan, Generalist Portfolio Manager with TCW’s Fixed Income Group, discusses fixed-income markets. Rania Sedhom, Managing Partner at Sedom Law Group, talks about the struggle of luxury brands, and how price cuts have spread beyond the luxury world.Hosts: Alix Steel and Bailey LipschultzSee omnystudio.com/listener for privacy information.
27 Aug 202436min
Oil Prices Surge, Supply Chain Outlook
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Tai Liu, BNEF Global Oil Supply Specialist, on U.S oil production forecasts. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist on the price of crude surging. Brian Platt, Bloomberg News Canadian Government Reporter on Canada hitting China EVs with Tariffs. Sean O'Hara, President of Pacer ETFs, joins the show to talk about ETF investing and current flows. And Gene Seroka, Executive Director of the Port of Los Angeles, on cargo volume/supply chain outlook moving forward Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
26 Aug 202440min
US Retail Earnings, Weight Loss Drug
On this week’s podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses a three-year study that showed that patients taking Eli Lilly ’s blockbuster weight-loss shot were 94% less likely to develop diabetes. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy’s and TJX earnings. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks Target earnings. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Ford Motor saying it’s canceling plans for a fully electric sport utility vehicle. Brendan Murray, Bloomberg Global Trade Editor, discusses his Bloomberg Big Take story: “A $2 Trillion Reckoning Looms as Ports Become Pawns in Geopolitics.” Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, talks about Circle K operator Couche-Tard making a proposal to take over 7-Eleven owner ‘Seven & i Holdings.’ Redd Brown, Bloomberg News Earnings Reporter, discusses earnings from Estee Lauder.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.
23 Aug 202438min
Uber Offers Self-Driving Cars; Gold vs. Crude
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Tech Industry Analyst Mandeep Singh discuses Uber's pact with GM on offering autonomous vehicles. Amanda Albright, Bloomberg Muni Finance Reporter, joins the program to discuss the latest on the muni bond market. Bloomberg Intelligence Senior Commodity Strategist Mike McGlone on Gold's relationship with crude oil. and Dana D'Auria, Co-Chief Investment Officer, at Evestnet, discusses her outlook for the markets. Hosts: Paul Sweeney and Alix Steel. Producer: Sebastian EscobarSee omnystudio.com/listener for privacy information.
23 Aug 202422min
A Bloomberg Surveillance Jackson Hole Special
Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium.They speak with some of the biggest names in Central Banking, including: Raphael Bostic, Atlanta Fed President Loretta Mester, Former Cleveland Fed President James Bullard, Former St Louis Fed President Thomas Hoenig, Former Kansas City Fed President Patrick Harker, Philadelphia Fed President See omnystudio.com/listener for privacy information.
23 Aug 202449min
Instant Reaction: Harris Accepts Historic Nomination
Vice President Kamala Harris formally accepted the Democratic presidential nomination on Thursday, in a historic step that kicks off a three-month dash to Election Day. Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak to Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for instant reaction and analysis of Kamala Harris' address to close out the Democratic National Convention in Chicago. See omnystudio.com/listener for privacy information.
23 Aug 20248min
Canada’s Railways Lock Out, Jackson Hole
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Canada’s two biggest railways shutting down after talks with union leaders failed. Michael McKee, Bloomberg International Economics and Policy Correspondent, talks Jackson Hole and previews Fed Chair Jay Powell’s speech tomorrow. Brian Jacobsen, Chief Economist at Annex Wealth Management, discusses his outlook for the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, talks Peloton earnings and the latest in the media space. Ben Miller, CEO of Fundrise, discusses the state of commercial real estate.Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.
22 Aug 202441min
US Payrolls Marked Down by Most Since 2009 in Prelim Data
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses BLS jobs numbers. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks Target earnings. Emily Leveille, Portfolio Manager at Thornburg Investment Management, discusses her outlook for the markets. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's and TJX earnings. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Ford Motor recalibrating its electrification strategy yet again.Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.
21 Aug 202431min
