Bloomberg Intelligence

Brian Egger, cruise and lodging analyst at Bloomberg Intelligence, explains Carnival's profit cut as fuel costs spike. George Ferguson, aerospace and airlines analyst, breaks down how carriers might pass fuel pain to fares and rethink capacity. Matthew Schettenhelm, media litigation analyst, outlines rising social-media liability cases and likely appeals. Randall Williams, business of sports reporter, covers NBA expansion buzz and MLB labor risks.

Kathy Entwistle, Morgan Stanley wealth manager advising on asset allocation and real assets. Ethan Bronner, Bloomberg Israel bureau chief with on-the-ground Middle East expertise. They dig into Iran rejecting a US peace plan and the regional military stakes. They also discuss oil-driven market risks and portfolio moves in a potential stagflationary environment.

Justin Pridon, VP at Revenue Management Solutions, shares quick takes on restaurant menu shifts and rising input costs. Diana Rosero Pena, BI consumer staples analyst, reviews Chewy’s upbeat sales outlook and growth drivers. Geetha Ranganathan, BI media analyst, covers Disney’s licensing setback and Netflix’s live-event and sports moves. Multiple short, punchy conversations on M&A, media strategy, retail trends, and restaurant menus.

Clara Lizaraga, Madrid-based M&A reporter, explains Puig’s perfume and fashion brands and the family’s IPO motives. Sam Fazeli, biotech and industries analyst, touches on Pfizer’s Lyme vaccine trial and research funding concerns. Jennifer Rie, litigation analyst, outlines state-led legal challenges to media mergers and antitrust enforcement dynamics. Multiple short discussions cover strategic fit, regulatory risks, and market implications.

Mike McGlone, senior commodity strategist focused on oil and metals, forecasts price moves and supply risks. Mark Gurman, tech editor covering Apple, profiles John Ternus and succession dynamics. Steve Lamar, apparel industry CEO, explains tariff refunds and supply-chain impacts from geopolitical shocks. They discuss oil pullbacks, timing to pump prices, Apple’s leadership path, and tariff repayment mechanics.

Joumanna Bercetche, Bloomberg Middle East reporter offering on-the-ground analysis of US-Iran tensions. She explains mixed messaging from Washington and regional risks. She outlines threats to Gulf infrastructure and possible U.S. force moves. She sets the backdrop for swift market reactions to unfolding diplomatic signals.

Randall Williams, a sports business reporter covering the WNBA and March Madness. Jody Lurie, a credit analyst on leisure, gaming and travel credits. Diana Gomes, an equity research analyst focused on consumer goods strategy. They discuss FedEx’s network overhaul and profit outlook. They cover Unilever’s potential food-business move. They examine credit stress in cruises, casinos and theme parks.

Ira Jersey, US interest-rate strategist tracking Fed moves. Lee Klaskow, transport and shipping analyst on parcel carriers and FedEx. Michael Halen, restaurant and foodservice analyst watching comps and commodity pressures. Jake Silverman, semiconductor analyst focused on memory markets, AI-driven demand, and Micron’s capex vs. cycle debate. They dive into Fed policy, freight trends, restaurant margins, and memory industry dynamics.

Poonam Goyal, senior U.S. e-commerce and retail analyst, breaks down Lululemon’s weak forecast, product refresh timing and the urgent CEO search. Mary Ross Gilbert, senior retail analyst, covers Macy’s in-store wins, brand strategy and store-count plans. Diana Gomes, senior consumer staples analyst, outlines Unilever’s shift toward beauty and options for its foods business.

Jeffrey Langbaum, a REIT analyst focused on office market trends; Kristina Peterson, a food industry reporter covering CPG strategy; and Sid Philip, an aviation correspondent on airlines and fuel costs. They discuss Delta’s upbeat bookings and pricing power. They cover TSA staffing and summer travel risks. They examine Kraft Heinz’s healthier product push and R&D bets. They explore office demand driven by AI hiring and premium space scarcity.