Bloomberg Intelligence

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

Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, on North America Consumer Hardlines 2026 Outlook
- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, on homebuilder sentiment in 2026
- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on 2026 Outlook: US Natural Gas E&Ps
- Calvin Butler, CEO of Excelon, on data center boom/challenge of managing an energy grid.
- Beth Kowitt, Bloomberg Opinion Columnist, on Inside Walmart’s Masterclass in Reputation Rehab
-  Connie Chung, award-winning journalist and news anchor, recent author of her memoir "Connie" on the changing media/news landscape

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

On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde.

Oil slumped in muted post-Christmas trading as investors assessed a step forward in long-stalled Ukraine peace talks which could lead to a deal that allows more Russian oil into global markets grappling with oversupply.

West Texas Intermediate edged down on Friday to trade near $58 a barrel, though still on track for the biggest weekly gain since late October, while Brent was below $62. Ukrainian President Volodymyr Zelenskiy said he expects to meet with US President Donald Trump in Florida on Sunday about ending Russia’s war, adding that his country’s framework deal with the US was “almost ready” and signing it will depend on the upcoming meeting.

Paul and Caroline speak with:

- Dr. Ellen Wald, Atlantic Council Senior Fellow discusses oil amid geopolitical unrest
- Mishel Alon, Chief Business Officer at Verve discusses consumer sentiment and spending
- Carol Pepper, CEO at Pepper International discusses markets

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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino (in for Scarlet Fu)

• Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets and Intel shares taking a hit after a report said that Nvidia halted a test to use Intel’s production process to make advanced chips. Nvidia recently tested the so-called 18A process but stopped moving forward, Reuters reported, citing two unidentified people familiar with the matter. Spokespeople for Nvidia and Intel didn’t immediately respond to requests for comment. An Intel spokesperson told Reuters that the company’s 18A manufacturing technologies are “progressing well.”
• Erik Larson, Bloomberg News US Legal Reporter, on a federal judge’s decision to allow the Trump administration to put a $100,000 fee on new H-1B visa applications. The ruling is seen a setback for US technology companies that rely on hiring skilled foreign workers. US District Judge Beryl Howell said in a ruling Tuesday that President Donald Trump’s effort to radically increase the cost of the popular visa is lawful. The decision gives a boost to the administration’s campaign to restrict immigration and push demand for US workers. The US Chamber of Commerce, which sued to block the proposal, can appeal.
• Seema Shah, Vice President of Research and Insights at Sensor Tower, delves into the latest in the battle to acquire Warner Bros Discovery. Ross Gerber, co-founder and CEO of Gerber Kawasaki Wealth and Investment Management, said in a Bloomberg TV interview that the fight is more about power than financial sense. Paramount Skydance sees the deal as its chance to become a Hollywood powerhouse as fast as possible. A victory for Netflix, on the other hand, would be a crowning achievement, making it possibly the most dominant player ever in entertainment history.
• Liz Hart, President of Leasing for North America at Newmark, discusses the health of the US commercial real estate heading into 2026. As an example, Bloomberg Intelligence notes that real estate services provider Mid-America's moderate leverage and expanded liquidity support its ability to fund development and manage debt maturities. Though refinancing is expected to increase interest expense, the company's leverage and maturity profile remain manageable. Expanded borrowing capacity provides flexibility to support investment while maintaining balance-sheet stability.

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- John Tozzi, Bloomberg Health Care Reporter, discusses Novo Nordisk winning approval to sell a pill version of its obesity shot Wegovy in the US, to help people lose weight or maintain previous weight loss over the long term.

- Reshmi Basu, Bloomberg News Credit Reporter, discusses Saks Global Enterprises, facing limited options ahead of a more than $100 million debt payment due at the end of this month, considering Chapter 11 bankruptcy.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about his outlook for North Americans airlines in 2026.
 
- Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, breaks down the 2025 "Winners & Losers"

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses Larry Ellison throwing his personal fortune behind Paramount Skydance Corp.’s bid for Warner Bros. Discovery Inc., raising the stakes in a fiercely contested battle with Netflix Inc.

-Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, says that heading into the new year, the Federal Reserve may be about to pause interest-rate reductions to give it more time to assess additional data and to determine the next policy path now that rates are "within a range of plausible estimates of neutral" as Chair Jerome Powell said. 

-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses why cruise lines may edge out theme parks on 2026 cash-flow growth

-Brian Campbell, Leader of The Conference Board’s Governance & Sustainability Center discusses on new research on CEO turnover/firings, along with activist campaigns targeting CEOs 

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

Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 50 companies to watch in 2026.
- Devon Pendelton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: “Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.”
- Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses ‘Ford’ announcing it will take $19.5 billion in charges tied to an overhaul of its electric vehicle business.
- Kristina Peterson,  Bloomberg News Food Industry Reporter, discusses Kraft Heinz tapping a new CEO.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses myeloma research.
- Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey job cuts.
-  Zeke Faux, Bloomberg Investigative Reporter, discusses the Bloomberg Big Take story: “A Shadowy Global Network Helped Trump Make Millions in Memecoins.”

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.

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings.  Nike Inc. shares fell after the company warned that sales will decline this quarter amid persistent weakness in China and at its Converse brand. The world’s largest sportswear company expects revenue to be down in the low-single digits in the three months that started Dec. 1, a surprising turn after two straight periods of growth.

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx Corp. offered investors a sign that Chief Executive Officer Raj Subramaniam’s turnaround plan may be worth the wait. The shipping titan raised the low end of its profit outlook for the year and reported earnings for the most recent quarter that topped Wall Street estimates, helped by volume and pricing gains in the US.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, recaps Carnival earnings. Carnival Corp. gave a better-than-expected profit outlook for next year and reinstated dividend payments, sending shares higher. The Miami-based company expects adjusted net income to rise about 12% in 2026, higher than the average analyst estimate of an 8.7% increase. Carnival also announced a quarterly dividend of 15 cents a share after payouts were discontinued in 2020.  

- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TikTok being bought by a group of buyers led by Oracle Corp, with the company and ByteDance signing binding agreements to create a US joint venture.

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Simon Casey, Managing Editor for Energy and Commodities, discusses Trump Media & Technology Group announcing that it agreed to merge with clean fusion energy company TAE Technologies in an all-stock transaction valued at more than $6 billion.

-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron gave an upbeat forecast for the current quarter, signaling that surging demand and supply shortages are allowing the company to charge more for products.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses  activist investor Elliott Investment Management building a stake of more than $1 billion in Lululemon Athletica, according to a person familiar with the matter. This comes as the struggling retailer faces a strategic overhaul amid its chief executive officer’s exit.

-Rachel Phua, Bloomberg Earnings Specialist, discusses earnings from Darden Restaurants. Darden raised its comparable sales forecast, citing better-than-expected growth fueled by affordable meal options and strong spending from higher-income diners.

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Warner Bros Discovery. Warner Bros. advised its shareholders to reject a hostile takeover bid by Paramount Skydance Corp. in favor of its original agreement with Netflix Inc.

--George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses bankrupt Spirit Aviation Holdings being in revived discussions to merge with Frontier Group Holdings. That’s according to people familiar with the matter. It’s deal that could rescue the deep-discount airline from insolvency.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lennar earnings. Builder Lennar Corp.’s forecast for quarterly home orders missed analysts’ estimates as affordability pressures and the weakening job market pushes buyers to the sidelines. The company projected 18,000 to 19,000 signed contracts for its fiscal first quarter, according to a statement Tuesday. Analysts expected 20,297, the average in a survey compiled by Bloomberg.

-Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses Medline’s IPO. Medline raised $6.26 billion in the year’s biggest initial public offering, upsizing the deal and pricing the shares near the top of the marketed range. The company sold 216 million shares for $29 each, giving it a market value of about $39 billion based on the number of shares listed in its filings with the US Securities and Exchange Commission.

See omnystudio.com/listener for privacy information.

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses news that Ford Motor will take $19.5 billion in charges tied to a sweeping overhaul of its electric vehicle business after struggling for years to make it profitable.

-Kristina Peterson, Bloomberg News Food Industry Reporter, discusses  Kraft Heinz naming a new chief executive officer, with former Kellanova CEO Steve Cahillane set to take over from Carlos Abrams-Rivera on Jan. 1.

-Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses Businessweek’s list of 50 companies to watch in 2026. Analysts at Bloomberg Intelligence track thousands of companies in industries ranging from computers and cars to finance and food.

-Devon Pendleton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: “Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.” The Olayan Group, a Saudi empire led by sisters Lubna and Hutham, has grown in influence, with a nearly $13 billion stock portfolio in the US and stakes in companies like BlackRock and JPMorgan Chase.

See omnystudio.com/listener for privacy information.