
Bloomberg Intelligence by Bloomberg
Bloomberg
Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company and industry research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.
Categories: News & Politics
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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel
Today’s Podcast Features are:
-Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Rate Strategist, discusses U.S CPI data. US inflation rose by less than forecast in April amid tame prices for clothing and new cars, suggesting little urgency so far by companies to pass along the cost of higher tariffs to consumers.
-Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. The stock market rallied, wiping out losses for the year, on speculation that trade war tensions are cooling, with the S&P 500 rising 0.9% and the Nasdaq 100 climbing 1.7%.
-Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses UnitedHealth earnings. UnitedHealth Group Inc. unexpectedly replaced its chief executive and suspended earnings guidance, raising increasing questions over how the company once regarded as a safe bet by investors has got its cost predictions so wrong.
-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft saying it will cut thousands of workers with a focus on reducing layers of management. The planned terminations will amount to less than 3% of total headcount, a spokesperson said. They will occur across geographies, employee levels and include LinkedIn, the spokesperson added.
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Previous episodes
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5151 - Softer Than Expected Inflation Points to Muted Tariff Fallout Tue, 13 May 2025
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5150 - Trump Aims to Cut US Drug Costs by Pegging to Prices Abroad Mon, 12 May 2025
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5149 - BI Weekend: Walt Disney, Ford Earnings Fri, 09 May 2025
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5148 - Trump Says 80% China Tariff ‘Seems Right,’ Ahead of Talks Fri, 09 May 2025
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5147 - Trump Hails UK Trade Framework as First of Many Tariff Deals Thu, 08 May 2025
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5145 - Disney Shares Surge as Strength in Parks, Streaming Lift Outlook Wed, 07 May 2025
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5144 - Merz Confirmed as German Chancellor After Second Parliament Vote Tue, 06 May 2025
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5143 - Warren Buffet to Retire, Tyson Earnings Mon, 05 May 2025
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5142 - BI Weekend: UPS, McDonalds, Microsoft Earnings Fri, 02 May 2025
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5141 - US Employers Add 177,000 Jobs, Solid Pace in Face of Uncertainty Fri, 02 May 2025
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5139 - GM Slashes Guidance, Kohl’s Fires CEO Thu, 01 May 2025
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5137 - Stocks Sink as Data Sparks Economic Concern Wed, 30 Apr 2025
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5136 - GM Suspends Guidance, Carney Wins Canada Election Tue, 29 Apr 2025
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5135 - Trump China Tariffs Set to Unleash Supply Jolt on US Economy Mon, 28 Apr 2025
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5134 - BI Weekend: NJIT Science & Tech, Boeing Earnings Fri, 25 Apr 2025
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5133 - China May Exempt Some US Goods From Tariffs as Costs Rise Fri, 25 Apr 2025
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5132 - US to Demand Putin Accept Ukraine’s Right to Military Force Thu, 24 Apr 2025
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5131 - Bessent Says No Unilateral US Offer to Cut Tariffs on China Wed, 23 Apr 2025
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5130 - IMF Slashes Growth Forecasts, Warns Trade War Risks Worsening Outlook Tue, 22 Apr 2025
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5129 - US Stocks Slump as Trump’s Threat to Fire Powell Adds Pressure Mon, 21 Apr 2025
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5128 - BI Weekend: China Boeing Halt, LVMH Earnings Thu, 17 Apr 2025
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5127 - Google Partially Loses Advertising Tech Antitrust Case Thu, 17 Apr 2025
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5126 - Chipmakers Lead Tech Stock Rout as Trump Curbs Exports to China Wed, 16 Apr 2025
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5125 - China Orders Boeing Jet Delivery Halt Tue, 15 Apr 2025
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5124 - Intel to Sell 51% Altera Stake to Silverlake Mon, 14 Apr 2025
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5123 - BI Weekend: Delta, Constellation Brands Earnings Fri, 11 Apr 2025
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5122 - US Treasuries Slide in Worst Selloff Since 2019 Fri, 11 Apr 2025
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5121 - Stocks Slide as Trump’s Tariff Reprieve Proves Fleeting Thu, 10 Apr 2025
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5120 - Amazon Cancels Some Inventory Orders from China Wed, 09 Apr 2025
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5119 - Introducing: Stock Movers Podcast Wed, 09 Apr 2025
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5118 - Stocks Rally, Bonds Slip on Trade Deal Hopes Tue, 08 Apr 2025
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5117 - Trump Tariffs Spark Market Volatility Mon, 07 Apr 2025
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5116 - BI Weekend: Rocket Deal, Restaurant Spending, Gen AI Fri, 04 Apr 2025
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5115 - Tesla Estimates Cut Further, Trump Tariffs Fri, 04 Apr 2025
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5114 - Trump Tariffs Shock Supply Chains Thu, 03 Apr 2025
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5113 - Trump Tariffs: Everything You Need to Know Thu, 03 Apr 2025
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5112 - Tesla Sales Drop, TikTok Bid Wed, 02 Apr 2025
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5110 - Trump Tariffs, ISM Data, Auto Tue, 01 Apr 2025
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5109 - Rocket to Buy Mr. Cooper, Gold Surges Amid Tariff Fears Mon, 31 Mar 2025
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5108 - BI Weekend: Dollar Tree Dumps Family Dollar, Google's New AI Push Sat, 29 Mar 2025
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5107 - PCE Inflation Picks Up Ahead of Tariffs Fri, 28 Mar 2025
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5106 - US Banks Finance Their Own Competition, 25% Auto Tariffs Thu, 27 Mar 2025
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5105 - Trump Weighs Imposing Copper Import Tariffs in Weeks, Not Months Wed, 26 Mar 2025
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5104 - US Consumer Confidence Tumbles Again to Lowest Since Early 2021 Tue, 25 Mar 2025
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5103 - Introducing: Stock Movers Mon, 24 Mar 2025
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5102 - US Treasuries Fall on Tariff Signs Mon, 24 Mar 2025
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5101 - BI Weekend: Measles Outbreak, US Clean Tech Fri, 21 Mar 2025
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5100 - Nike, FedEx Latest to Pull Back Forecasts on Trump's Tariffs Fri, 21 Mar 2025
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5099 - Bill Chisholm Group Reaches $6.1 Billion Deal to Buy Boston Celtics Thu, 20 Mar 2025
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5098 - Instant Reaction: Jay Powell on the Fed Decision Wed, 19 Mar 2025