Bloomberg Intelligence

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, discusses SpaceX  filing confidentially for an initial public offering, bringing the company closer to delivering the biggest-ever listing. The company submitted its draft IPO registration to the US Securities and Exchange Commission and could seek a valuation in the IPO of more than $1.75 trillion.-Lily Meier, Bloomberg Retail Reporter, discusses Nike earnings. Nike Inc. shares fell after the company gave a gloomy outlook for the year ahead, with revenue expected to decline 2% to 4% in the current quarter. The company is facing headwinds around the globe, including elevated inventories in Europe and the Middle East and weakness in Greater China and other areas.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, recaps earnings from RH. RH shares plunged after the home furnishing company forecast revenue for the first quarter that missed the average analyst estimate.See omnystudio.com/listener for privacy information.

Diana Gomes, senior equity analyst who covers consumer goods, explains the Unilever–McCormick $44.8B combination and its strategic fit. Sam Fazeli, research director in global industries, reviews recent biotech and pharma M&A. Mandeep Singh, tech research head, breaks down Nvidia’s $2B Marvell tie-up and AI ecosystem moves. Hannah Levitt, senior finance reporter, outlines JPMorgan’s American Dream Initiative and community-focused lending plans.

Mathieu Dion, Montreal bureau chief covering Canadian business and politics. Mandeep Singh, Bloomberg Intelligence tech research head focused on AI and industry risks. Ed Price, NYU fellow expert on geopolitics and the Iran war. They discuss the Air Canada CEO resignation sparked by a language-sensitivity controversy. They examine Meta’s legal and AI spending pressures. They explore objectives and escalation risks in the Iran conflict.

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.