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: 

-Garrett Watson, Director of Policy Analysis at the Tax Foundation, discusses President Trump’s economic bill. House Speaker Mike Johnson said Republicans have reached an agreement to increase the state and local tax deduction to $40,000. 

-Karen Manna, Investment Director and Portfolio Manager at Federated Hermes, discusses her outlook for the markets. Stocks rebounding in some of the world’s largest technology companies pushed stocks away from session lows, though concerns about the US fiscal footing still lurked in the background - driving bonds and the dollar down. 

-Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses commodities. Bitcoin hit an all-time high after the advancement of stablecoin legislation in the US stoked hopes of regulatory clarity under President Donald Trump. Oil prices rose after a CNN report suggested Israel is preparing for a potential strike on Iranian nuclear facilities.

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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: 

-Mishal Husain, Editor-at-Large for Bloomberg Weekend, discusses her conversation with Tesla CEO Elon Musk.  Elon Musk said he’s committed to still leading Tesla Inc. in five years and expects to pare back his political spending, assuaging some investors’ concerns about the future of his most valuable company.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings.  Home Depot maintained its guidance for the fiscal year as US sales ticked up, a sign that consumer spending has held up despite economic turbulence.

-John Creekmur, Chief Investment Officer at Creekmur Wealth Advisors, discusses his outlook for the markets. Wall Street's rally took a breather on Tuesday, with stocks falling as traders awaited fresh catalysts after a six-day run that put the S&P 500 up almost 20% from its April lows.

-Anna Edney, Bloomberg National Health Care Reporter, discusses the Bloomberg Big Take story: “Possible Cancer, Health Risks Lurk in Popular OTC Drug.”

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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: 

Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Stocks rebounded from session lows after a US downgrade by Moody's Ratings, with traders looking past the downgrade and focusing on bullish momentum fueled by the US-China tariff truce.

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. Phil discusses how solid US economic data helps as equities reverse their April freefall.

Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the Bloomberg Big take story: “Apple Is Spending Billions and Still Hasn't Managed to Crack AI.”

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A smart and fun chat show about all things business. Hosted by award-winning business and economics journalists Max Chafkin (author of The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power) and Stacey Vanek-Smith (former co-host of NPR’s Planet Money and reporter for Marketplace), Everybody's Business is powered by the unparalleled sources and reporters who bring you Businessweek magazine’s headlines and the stories behind them. The show gives listeners a window into the discussions happening in boardrooms, Zooms and group chats in power centers around the world. From interpreting Fed meetings to the business of wolf cloning, each week Max, Stacey and their friends at Bloomberg Businessweek guide listeners through what really went on during the last week from Wall Street and Main Street. Because what’s happening with money and markets is everybody’s business.

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Paul Sweeney and Alix Steel

On this podcast:

- Elliott Stein, Bloomberg Intelligence Litigation Analyst, discusses his research titled “SCOTUS Would Likely Let Trump Fire Powell Even If Markets Don’t.”

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses China removing a ban on Boeing deliveries.

- Sid Philip, Deputy Team leader for Global Aviation, discusses Boeing landing its biggest-ever aircraft order, with Qatar Airways agreeing to purchase up to 210 widebody aircraft.

- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft job cuts.

- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses President Donald Trump attempting to lower U.S drug prices.

- Austin Carr, Bloomberg Technology Reporter, discusses the Bloomberg Big Take story titled “DeepSeek’s ‘Tech Madman’ Threatens US Dominance of AI.”


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.

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

Today’s Podcast Features are: 

Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses consumer sentiment data. US consumer sentiment fell to the second-lowest level on record, with nearly three-fourths of respondents mentioning tariffs as a concern.

Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk  replacing CEO Lars Fruergaard Jorgensen. It’s due to increased competition for its Wegovy obesity shots and a 53% decline in its share price over the past 12 months.

Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Charter Communications agreeing to combine with closely held Cox Communications in a cash-and-stock deal that would unite two of the biggest US cable providers.

George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing reaching a tentative non-prosecution agreement with the US Justice Department in a fraud case stemming from two fatal 737 Max plane crashes. That’s according to Reuters.

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

Today’s Podcast Features are: 

Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Walmart delivered solid sales and earnings growth, but cautioned that tariffs and economic turbulence will lead to price increases.

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. US retail sales rose 1.4% in March, the most in over two years, driven by a jump in car purchases and other goods such as electronics.

Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses President Donald Trump saying he’s asked Apple’s Tim Cook to stop building plants in India to make devices for the US, pushing the iPhone maker to add domestic production as it pivots away from China.

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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: 

Sid Philip, Deputy Team Leader for Global Aviation, discusses Boeing signing an accord with Qatar Airways for up to 210 widebody aircraft, including the 787 Dreamliner and 777X model, in a deal valued at $96 billion. The agreement is a major win for Boeing, Qatar Airways, and President Donald Trump, who witnessed the signing ceremony and congratulated Boeing CEO Kelly Ortberg on the record-breaking order.

Sean O'Hara, President of Pacer ETFs, joins the show to talk about ETF investing, markets, and current flows. Sean says three key headwinds have been pressuring markets: tariffs, tax policy, and Federal Reserve uncertainty.
Recent progress in U.S-China tariff negotiations removes a major source of uncertainty.


Joe Mastrangelo, CEO of Eos Energy Enterprises, discusses energy storage systems. He discusses American energy policy, energy innovation, and company performance and growth.

Austin Carr, Bloomberg Technology Reporter, discusses the Bloomberg Big Take story: DeepSeek’s ‘Tech Madman’ Threatens US Dominance of AI.”
Description: DeepSeek’s sudden emergence illustrates how China’s industry is thriving despite Washington’s efforts to slow it down.

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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 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.

See omnystudio.com/listener for privacy information.

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: 

Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses President Trump attempting to slash drug prices for Americans by more closely aligning their costs to lower prices paid abroad, renewing and expanding upon a failed push from his first term.

Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses talks between Washington and Beijing to temporarily lower tariffs and de-escalate the trade war. The tariff arrangement will see the combined 145% US levies on most Chinese imports reduced to 30% and the 125% Chinese duties on US goods will drop to 10% for three months to give the countries time to negotiate a broader agreement on trade.

James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, discusses the latest on the markets. Investors betting the US-China trade reprieve marks the end to an all-out tariff war that had threatened to tip the world into a recession sent stocks rallying, while spurring a slide in defensive corners of the market from bonds to gold and haven currencies.

Brant Standridge, President, Consumer and Business Banking at Huntington Bank, discusss Huntington's expansion as banks pull back, and overall growth story. Huntington is a top-10 U.S. regional bank and a Fortune 500 company with $204 billion in assets. It’s one of the only regional banks to post growth in the first quarter of 2025, driven by increased loans and deposits, expanded net interest margin, growth of fee revenues, and rigorous expense management.

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