Bloomberg Intelligence

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Bloomberg Intelligence hosted by Paul Sweeney, Lisa Mateo, and Matt Miller

Today’s Podcast Features are:    

Brendan Murray, Bloomberg Global Trade Editor, discusses how cargo shipments from China to the US have plummeted by as much as 60% since the US raised tariffs to 145% in early April, and thousands of companies will need to replenish inventories by mid-May.

Anurag Rana, Bloomberg Intelligence Technology Analyst, and Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, preview tech earnings this week. This week, Microsoft, Apple, Meta Platforms, and Amazon will report their quarterly earnings in a market concerned about the impact of trade wars and tariffs on the economy. Analysts expect the companies to deliver an average of 15% profit growth in 2025, despite the uncertain market climate.

Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Wall Street investors bracing for a deluge of corporate earnings and key economic data sent stocks falling on Monday as they awaited more insights on the impacts of President Donald Trump’s trade war.

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Hosts: Paul Sweeney and Alix Steel

*Broadcasting Live from the New Jersey Institute of Technology*

On this podcast:

-Wunmi Sadik, NJIT Distinguished Professor, Chemistry and Environmental Science, discusses the development of nano-sized analytical sensors for measuring pain biomarkers in the human body.

-Eric Fortune, NJIT Associate Professor, Biological Sciences, discusses how he recently led a team competing to record the biodiversity in a square kilometer of the Amazon rainforest.

-Chao Yan, NJIT alumnus; co-founder and CEO of Princeton NuEnergy, discusses (PNE), which is a global leader in lithium-ion battery direct recycling.

-Elisa Kallioniemi, Assistant Professor of bio-medical engineering at NJIT, discusses the benefits of brain stimulation.

- Tara Alvarez, NJIT Distinguished Professor, Bio-Medical Engineering, discusses OculoMotor Technologies, a startup developing VR solutions for optometrists to use in diagnosing and treating vision disorders.

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing earnings.

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 Alix Steel

Today’s Podcast Features are:    

Shawn Donnan, Bloomberg News Senior Economics Writer, discusses the latest tariffs news. China’s government is considering suspending its 125% tariff on some US imports, pe ople familiar with the matter said, as the economic costs of the tit-for-tat trade war weigh heavily on certain industries. Authorities are considering removing the additional levies for medical equipment and some industrial chemicals like ethane, the people said, asking not to be identified discussing private deliberations.

Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich consumer sentiment data. US consumer sentiment fell to one of the lowest readings on record and long-term inflation expectations climbed to the highest since 1991 on fears of the economic fallout from tariffs.

Dan Ives, Global Head of Technology Research at Wedbush Securities, recaps tech earnings. Alphabet reported first-quarter revenue and profit that exceeded analysts' expectations, driven by strength in its search advertising business. Alphabet's cloud business, Google Cloud, brought in operating profit of $2.18 billion, beating analysts' estimates, and the company remains heavily invested in AI, boosting its spending on servers and data centers.

Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses news that Apple is aiming to import most of the iPhones it sells in the US from India by the end of next year.  The goal would require Apple to roughly double its annual iPhone output in India to more than 80 million units.

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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:    

Nick Wadhams, Bloomberg National Security Team Leader, discusses news the U.S will demand that Russia accept Ukraine’s right to have its own army and defense industry as part of a peace agreement between Moscow and Kyiv.

Joy Yang, Head of Index Product Management at MarketVector Indexes, discusses her outlook for the markets. Wall Street investors weighing the impacts of President Donald Trump’s trade war on Corporate America sent stocks climbing on bets the Federal Reserve could cut rates sooner than anticipated to prevent a recession.

Tyler Kendall, Bloomberg Television Washington Correspondent, discusses the latest on tariffs.  China demanded that the US revoke all unilateral tariffs and denied there were talks on reaching a trade deal, maintaining a defiant stance despite President Donald Trump’s recent easing of criticism of the country.

Damian Garde, Bloomberg Health Reporter, discusses Merck saying it expects to lose $200 million to already-announced tariffs in 2025 amid a roiling trade war between the US and China. The estimate doesn’t account for the possibility that President Donald Trump will fulfill his long-held promise of imposing levies on pharmaceutical imports to the US, which would be on top of existing tariffs.

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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:    

- Stuart Paul, US Economist with Bloomberg Economics, discusses comments from Scott Bessent, U.S treasury Secretary at the Institute of International Finance. Bessent said that the Trump administration is looking at multiple factors with regard to China beyond just tariffs — including non-tariff barriers and government subsidies. He also said that the strongest relationship between Washington and Beijing is at the top, and that there was no timeframe for engagement.

-Craig Trudell, Bloomberg Global Autos Editor, recaps Tesla earnings. Tesla shares rose after CEO Elon Musk pledged to retreat “significantly” from his US government work to concentrate on the electric-vehicle company as his work with DOGE is “mostly done.” This comes after Tesla trimmed its spending plan after its stingiest quarter since 2021.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing earnings. Boeing Co. reported first-quarter results that exceeded Wall Street’s estimates, giving the embattled planemaker a greater degree of stability to navigate dislocations in global trade that have complicated exports. The planemaker used $2.3 billion in free cash in the three months ended March 31 as it ramped up jet production, Boeing said in a statement Wednesday

-Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. The latest equity gyrations signal there’s no let up in Wall Street’s trade war obsession, with volatility-inducing policy pronouncements rocking investors big and small.

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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

*Broadcasting Live from NJIT*

Today’s Podcast Features are:    

Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses the latest from the IMF and World Bank spring meetings.

Wunmi Sadik, NJIT Distinguished Professor, Chemistry and Environmental Science, discusses the development of nano-sized analytical sensors for measuring pain biomarkers in the human body.

Tara Alvarez, NJIT Distinguished Professor, Bio-Medical Engineering, discusses OculoMotor Technologies, a startup developing VR solutions for optometrists to use in diagnosing and treating vision disorders.

Chao Yan, NJIT alumnus; co-founder and CEO of Princeton NuEnergy, discusses (PNE), which is a global leader in lithium-ion battery direct recycling.

Eric Fortune, NJIT Associate Professor, Biological Sciences, talks about how he recently led a team competing to record the biodiversity in a square kilometer of the Amazon rainforest.

Elisa Kallioniemi, Assistant Professor of bio-medical engineering at NJIT, talks about the benefits of brain stimulation.

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:      

Tom Orlik, Bloomberg Economics Chief Economist, discusses US stocks falling on Monday due to concerns that President Donald Trump will fire Fed Chair Jay Powell and implement policies that could lead to a recession.

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets.  A selloff in US assets deepened as President Donald Trump stepped up criticism of Jerome Powell on social media, with stocks, the dollar and longer-dated Treasuries sliding amid concerns about the Federal Reserve’s future independence.

Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses death of Pope Francis.  Pope Francis, who encouraged Catholics to embrace a more compassionate view on many issues but found it difficult to close the book on past abuses by clergy, died at the age of 88.

Julie Biel, Chief Market Strategist & Portfolio Manager at Kayne Anderson Rudnick, discusses her outlook for the markets. Trump’s assurances that tariff talks were progressing did little to stop a market rout. The S&P 500 and other major stock indexes fell nearly 3% each while the dollar index weakened to a 15-month low.

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Netflix reported first-quarter profit that exceeded Wall Street forecasts, boosted by a recent price increase and a strong slate of programming across the globe, like the hit UK series Adolescence. The owner of the world’s most popular online TV network said in a statement Thursday that earnings rose 25% to $6.61 a share, easily beating analysts’ estimates of $5.68. Sales grew 13% to $10.5 billion, in line with projections. This is the first time Netflix has reported financial results without disclosing how many customers it added or lost — the main yardstick investors previously used to gauge the company’s performance. Management is forcing investors to judge its success or failure based on more traditional financial metrics. The company boosted operating income by 27% to $3.3 billion, beating expectations of $3 billion. Its operating margin of 31.7% was more than three percentage points above its own forecast.
For instant reaction and analysis, hosts Carol Massar and Tim Stenovec speak with Bloomberg News Entertainment Reporter Lucas Shaw and Mark Douglas, President and CEO of MNTN.

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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:

Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Pfizer terminating development of its obesity pill.

George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about China ordering its airlines to stop taking deliveries of Boeing jets.

Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses LVMH earnings.

David Welch, Bloomberg Detroit Bureau Chief, discusses the Bloomberg Big Take story: “GM and Its Eight-Year, $35 Billion EV Bet Brace for Tariff Hit.”

Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, talks about news that Elliott Investment Management is said to have built a position in H-P-E worth more than $1.5 billion.

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Intel agreeing to sell a 51% stake in its programmable chips unit ‘Altera’ to Silver Lake Management.

Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the latest news on Apple.

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

Bloomberg Intelligence hosted by Paul Sweeney and Emily Graffeo

Today’s Podcast Features are:      

Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, and
Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses a federal judge finding Google guilty of illegally monopolizing online advertising technology markets for advertising exchanges and ad servers. The judge ruled that Google did not meet the definition of a monopoly for tools used by advertisers to buy display ads.

Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses UnitedHealth Group cutting its annual forecast and reporting its first earnings miss in more than a decade, in a foreboding sign that sent shares across the insurance industry tumbling. The company said it was blindsided by rising medical costs as the first quarter closed, upending a forecast it had affirmed just three months ago.

Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses recent comments from Fed Chair Jay Powell in Chicago. Today, President Donald Trump said Powell’s termination from his position can’t come quickly enough, arguing that the US central bank should have lowered interest rates already this year, and in any case should do so now.

Huw Worthington, Bloomberg Intelligence European Rates Strategist, discusses today’s ECB decision. The European Central Bank lowered interest rates for the seventh time since last June due to global trade tensions threatening the region's economic recovery.

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