Bloomberg Intelligence

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses why Tesla staff are bracing for potential job cuts. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, joins to discuss New York Community Bank, and how it’s said to be in talks to offload mortgage risk. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses ESPN's joint sports streaming venture, and previews Disney earnings. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, joins to discuss UBS earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses FAA Administrator Mike Whitaker’s Capitol Hill testimony. Wendy Benjaminson, Bloomberg Washington Senior Editor, discusses Trump being denied immunity in a DC election case. David Bahnsen, Chief Investment Officer at the Bahnsen Group, discusses his outlook for the markets. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets in 2024. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks McDonalds earnings. Deborah Aitken, Bloomberg Intelligence Senior Analyst: Global Luxury Goods, Home, Beauty and Personal Care, joins to discuss Estee Lauder’s stock surge and earnings. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM services data. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the latest U.S eco data and her Fed outlook. Ben Gliklich, CEO of Element Solutions, discusses the latest on the tech sector, including semiconductor demand. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

In this podcast, the hosts discuss topics such as UPS earnings, Boeing's challenges, Tesla's profit margins, and the Amazon, iRobot deal. They also cover cognitive biases in financial decision-making, the demand for electric vehicles, and the competitive marketplace. Overall, the podcast offers valuable insights into various industries and provides practical advice for better financial decision-making.

Guests include Mandeep Singh and Poonam Goyal discussing positive results for Meta and Amazon. Angelo Zino shares insights on U.S tech earnings. Joanie Bily discusses the January jobs report and employment trends. James Demmert gives his outlook for the markets. Joanne Hsu talks about consumer sentiment data.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, Athleisure, Off-Price Retail, and Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, preview Amazon and Apple earnings. Julia Pollak, Chief Economist at Zip Recruiter previews tomorrow’s U.S jobs report. Timothy Fiore, Chair for the Institute for Supply Management’s Manufacturing Business Survey Committee, discusses today’s ISM manufacturing data. Blake Moret, Rockwell Automation CEO, discusses earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Peloton earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Fed Chair Jay Powell discusses the market's response to Fed policy, potential rate cuts in March, and the impact of ending Quantitative Tightening. The chapter also analyzes Powell's approach to Fed policy and potential risks. The speakers discuss the latest statistics on survey non-firm payrolls, the upcoming tech announcements, and the importance of the jobs report for market predictions.

Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Fed's decision on interest rates, discussing the impact on equities and bonds. They explore the historical patterns of rate cuts during an election year and delve into the Fed's understanding of America's new product. The contrasting statements on interest rate cuts and the political implications of the Fed's decisions leading up to the election cycle are also discussed.

Boeing's supply chain challenges and the risk of losing market share due to quality issues. Importance of behind-the-scenes contributors and introduction of QuickBooks Money. New York Community cutting dividend to build capital ahead of regulations. Performance of high yield versus investment grade fixed income sectors in 2023. Impact of low interest rates on homeownership and investment grade companies. Investment opportunities in technology and cyclicals.

Chief economist Dana Peterson discusses consumer confidence data. US interest rate strategist Ira Jersey talks expectations for the FOMC meeting. Senior transport analyst Lee Klaskow discusses UPS earnings and job cuts. CIO Nimrit Kang shares market and investing outlook for 2024. European equity strategist Tim Craighead discusses the UK equities market in 2024.