Catherine Lim

Geetha Ranganathan, a Bloomberg Intelligence media analyst, shares insights on Disney's earnings, highlighting the significance of parks and streaming amidst tough competition. Paul Sweeney discusses content strategies and the impact of cord-cutting on viewership. Sofia Orta e Costa dives into Portugal's Web Summit, exploring AI and tech investments while Catherine Lim provides a peek at China's Singles Day, noting consumer trends and the evolving e-commerce landscape. Together, they unveil key challenges and opportunities in entertainment and retail.

Geetha Ranganathan, a media analyst at Bloomberg Intelligence, teams up with Paul Sweeney, a veteran media sector reporter, to dissect Disney's earnings and the streaming landscape. They dive into ESPN's challenge of balancing linear and streaming audiences. Meanwhile, Sofia Orta e Costa shares insights on Portugal's Web Summit, highlighting the nation's tech strategy and the impact of massive data center investments. Catherine Lim analyzes China Singles’ Day, discussing consumer trends and the effect of government support on retail dynamics.

Dan Ives discusses the iPhone ban in China and Apple's upcoming fall meeting. Will Rhind talks about single stock ETFs. Bloomberg Intelligence Analysts discuss Kroger and Albertsons. Callie Cox discusses markets and economy. Catherine Lim discusses Amer Sports IPO. Analysts discuss the Aston Martin DBX and trading strategies.

Geetha Ranganathan, a Bloomberg Intelligence media analyst focused on entertainment, joins Paul Sweeney, a seasoned media commentator; Sofia Orta e Costa, Bloomberg's Portugal bureau chief; and Catherine Lim, an APAC retail analyst. They dive into Disney's earnings and streaming strategy, explore Portugal's tech investments ahead of the Web Summit, and dissect trends for China's Singles' Day, including the impact of AI on sales and evolving consumer preferences. The guests provide insightful commentary on how these sectors are adapting to global challenges and opportunities.

Viraj Patel, Executive VP at Fiduciary Trust International, provides keen insights into the looming US government shutdown and its potential market impacts. He emphasizes resilience in US equities despite political standoffs and discusses the Fed’s influence on economic conditions. Meanwhile, Catherine Lim, Senior Analyst at Bloomberg Intelligence, explores the significance of China’s Golden Week, highlighting consumer spending trends and government initiatives to boost consumption, including vouchers and extended services, offering a glimpse into the potential economic recovery.