Bloomberg Daybreak: US Edition

Daybreak Weekend: Tesla Earnings, European Headwinds, Japanese Inflation

20 snips
Apr 17, 2026
Bailey Lipschultz, senior equities reporter at Bloomberg News, previews corporate earnings with a focus on Tesla and Intel. She discusses delivery and product updates at Tesla and the risks and turnaround story at Intel. She also touches on consumer signals from American Express and how markets might react to results and guidance.
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INSIGHT

Powell Would Stay In Place If Confirmation Delays Persist

  • If Warsh isn't confirmed quickly, Jay Powell would remain acting as Fed chair, board chairman, and FOMC chair, keeping policy continuity.
  • Stuart Paul explains Powell would preside over the FOMC and the board in the interim without immediate disruption.
INSIGHT

Even A New Chair Would Struggle To Deliver Rapid Rate Cuts

  • Political pressure to cut rates faces institutional limits because the FOMC is hawkish and focused on anchoring inflation expectations.
  • Stuart Paul argues even a Warsh chair would struggle to deliver swift cuts against committee caution.
INSIGHT

Tesla Valuation Hinges On Robotics Updates Not Car Sales

  • Tesla earnings will be evaluated less as an auto update and more for progress on RoboTaxi and Optimus robotics projects.
  • Bailey Lipschultz says investors want clarity on costs and timelines for driverless and humanoid-robot ambitions after delivery disappointments.
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