Bloomberg Intelligence

Germany's new Chancellor, Friedrich Merz, faces significant political hurdles following a contentious parliamentary vote. Meanwhile, DoorDash makes headlines with its bold $3.9 billion acquisition of Deliveroo, shaking up the food delivery industry. Insights into the commercial real estate market reveal ongoing challenges and recovery narratives post-pandemic, especially in New York City. Shifting dynamics show renewed demand for hybrid office spaces. Lastly, clean energy is under the spotlight, analyzing the U.S. renewable energy landscape's resilience amid economic uncertainties.

Michael McKee, Bloomberg's International Economics and Policy Correspondent, dives into the latest U.S. economic data and its implications. He discusses the surprising jump in ISM prices, signaling inflationary pressures. McKee also touches on the shifting landscape with Warren Buffett stepping down as CEO of Berkshire Hathaway, highlighting the challenges that lie ahead for the company under Greg Abel. Additionally, he explores potential U.S. trade agreements that could reshape economic relations with countries like Japan and India.

Explore the ups and downs of major corporations like UPS, McDonald's, and Microsoft as they navigate challenging markets. Insights into tariff impacts reveal potential price hikes for consumers and legal challenges ahead. Discover Supermicro's disappointing earnings and UPS's response to Amazon's shipment drops. In the cruise industry, Royal Caribbean shines while Norwegian faces concerns. Plus, the contrasting fortunes of tech sectors versus restaurants showcase resilience despite economic pressures.

Brooke Sutherland, Bloomberg Boston Bureau Chief, dives into President Trump’s threats against Harvard’s tax-exempt status, sparking a discussion on its impacts on higher education and the broader manufacturing economy. Vincent Piazza, Senior Equity Research Analyst, analyzes the latest earnings from Chevron and Exxon, revealing how plummeting oil prices are reshaping strategies, including share buybacks. The conversation emphasizes the resilience of the U.S. job market, even in the face of political and economic uncertainty.

General Motors faces a dramatic revision of its profit outlook, potentially losing $5 billion due to tariffs. In retail, Kohl’s CEO was terminated amid conflicts of interest, raising eyebrows in the industry. Meta sees a boost in stock thanks to strong ad sales, easing concerns over trade impacts. The tech sector flourishes with robust earnings, while potential easing of chip restrictions for NVIDIA adds complexity to trade dynamics. Meanwhile, experts discuss strategies for navigating economic uncertainty in a volatile market.

The podcast dives into the concerning drop in U.S. GDP, exploring how it may influence Federal Reserve interest rates. Experts discuss the impact of tariffs on consumer spending and the economy, with notable insights on Caterpillar's performance under pressure. The tech sector's contrasting trends are highlighted, particularly the growth in cloud services versus challenges in enterprise tech. Amidst this economic uncertainty, analysts share strategies to navigate volatile markets, emphasizing the importance of staying invested.

Ted Swimmer, Head of Capital Markets and Advisory at Citizens Bank, sheds light on the evolving landscape of capital markets. He discusses the rise of private credit as traditional banks adapt to partner with private lenders, enhancing their protection against potential deal failures. Swimmer also navigates the challenging IPO market, assessing how economic uncertainties are shaping investment strategies. Expect insightful takes on how shifts in market dynamics are influencing financial planning and M&A activity.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney, Lisa Mateo, and Matt MillerToday’s Podcast Features are:    Brendan Murray, Bloomberg Global Trade Editor, discusses how cargo shipments from China to the US have plummeted by as much as 60% since the US raised tariffs to 145% in early April, and thousands of companies will need to replenish inventories by mid-May.Anurag Rana, Bloomberg Intelligence Technology Analyst, and Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, preview tech earnings this week. This week, Microsoft, Apple, Meta Platforms, and Amazon will report their quarterly earnings in a market concerned about the impact of trade wars and tariffs on the economy. Analysts expect the companies to deliver an average of 15% profit growth in 2025, despite the uncertain market climate.Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Wall Street investors bracing for a deluge of corporate earnings and key economic data sent stocks falling on Monday as they awaited more insights on the impacts of President Donald Trump’s trade war.See omnystudio.com/listener for privacy information.

Innovative research at the New Jersey Institute of Technology reveals new nano-sized sensors capable of measuring pain biomarkers, aimed at revolutionizing pain management. A daring expedition into the Amazon showcases the surprising biodiversity captured by drones. In energy, game-changing lithium-ion battery recycling methods promise to cut costs and minimize environmental impact. Meanwhile, new virtual reality solutions for vision disorders are emerging. Lastly, insights into Boeing's financial recovery efforts reveal strategic adaptations to market challenges.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are:    Shawn Donnan, Bloomberg News Senior Economics Writer, discusses the latest tariffs news. China’s government is considering suspending its 125% tariff on some US imports, pe ople familiar with the matter said, as the economic costs of the tit-for-tat trade war weigh heavily on certain industries. Authorities are considering removing the additional levies for medical equipment and some industrial chemicals like ethane, the people said, asking not to be identified discussing private deliberations.Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich consumer sentiment data. US consumer sentiment fell to one of the lowest readings on record and long-term inflation expectations climbed to the highest since 1991 on fears of the economic fallout from tariffs.Dan Ives, Global Head of Technology Research at Wedbush Securities, recaps tech earnings. Alphabet reported first-quarter revenue and profit that exceeded analysts' expectations, driven by strength in its search advertising business. Alphabet's cloud business, Google Cloud, brought in operating profit of $2.18 billion, beating analysts' estimates, and the company remains heavily invested in AI, boosting its spending on servers and data centers.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses news that Apple is aiming to import most of the iPhones it sells in the US from India by the end of next year.  The goal would require Apple to roughly double its annual iPhone output in India to more than 80 million units.See omnystudio.com/listener for privacy information.