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Bloomberg Intelligence

Latest episodes

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Dec 23, 2024 • 27min

Nordstrom Family To Take Chain Private, Retail Outlook for 2025

Emily Cohn, a Bloomberg journalist specializing in retail, discusses the Nordstrom family's move to go private, highlighting the motivations behind the decision. Analyst Jennifer Bartashus shares insights on the retail landscape for 2025, emphasizing challenges from fast fashion and shifting consumer preferences. They dive into the rise of private label brands and the role of AI in retail efficiency. Additionally, the discussion touches on broader topics like market dynamics, inflation policy, and emerging trends reshaping the industry.
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Dec 20, 2024 • 9min

Instant Reaction: House Passes Funding Bill

The recent passage of a stopgap funding bill in the House prevented a government shutdown, showcasing intriguing bipartisan support. Discussions also highlighted the strategic positioning of Democrats as they ready for upcoming elections. In a fascinating twist, the intersection of cryptocurrency and government finance was explored, including optimistic views on Dogecoin's role in financial challenges. Additionally, the influence of figures like Ramaswamy and Musk on funding measures sparked debate on legislative implications and challenges ahead.
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Dec 20, 2024 • 36min

BI Weekend: Pfizer, Micron Earnings

Dive into Pfizer's positive earnings and what it means for Wall Street's outlook. Discover the looming challenges in the real estate market and the financial anxieties facing Generation X as they approach retirement. Hear about growing travel trends for 2025, including a shift towards cruises and all-inclusive vacations. Micron Technology's recent earnings miss raises questions about AI's impact on future growth. Finally, explore the evolving landscape of mergers and acquisitions amid regulatory changes.
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Dec 20, 2024 • 23min

House GOP Leaders Ready Funding Plan

Christopher Smart, Managing Partner at Arbroath Group and former Special Assistant to the President for International Economics, shares his sharp insights on the looming government shutdown. He discusses the complex political landscape and its potential economic repercussions. The conversation touches on market reactions, with a focus on how investors can navigate through uncertainties. Smart also highlights the implications for financial advisors and the broader economy, emphasizing the need for sound strategies during turbulent times.
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Dec 20, 2024 • 8min

Instant Reaction: Trump-Backed Funding Plan Fails

A last-minute funding plan faces rejection from the Republican-led House, sparking a crisis just before a potential government shutdown. The discussion highlights the chaos around legislative failures and the political dynamics at play, including Trump's role and the unexpected defection of over 30 Republicans. The influence of social media on public opinion and the intricate maneuvering within Congress are dissected, illustrating the high stakes and uncertainty looming over the government.
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Dec 19, 2024 • 24min

US Government Shutdown Looms

David Kudla, Founder and CEO of Mainstay Capital Management, shares insights on market volatility and the Federal Reserve's mixed signals about interest rates. Nathan Dean, a Senior Policy Analyst, analyzes the political turmoil surrounding the potential government shutdown, highlighting the pressures within the Republican Party and historical contexts. The discussion touches on how these political dynamics could impact the economy and investor sentiment, especially amid looming debt ceiling negotiations and key legislative uncertainties.
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Dec 19, 2024 • 18min

Evolving Money: Rebuilding the Creator Economy (Sponsored Content)

Discover how blockchain technology empowers content creators by reclaiming their financial freedom from traditional platforms. Explore the historical struggles with copyright and the promise of decentralized networks for collaboration. Dive into innovative case studies like Doodles for personalized fan experiences and Blackbird, which revolutionizes restaurant interactions. This shift aims to transform the creator economy, fostering direct connections and enhancing overall engagement in digital platforms.
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Dec 18, 2024 • 23min

Instant Reaction: Jay Powell on Fed Policy

The Federal Reserve's recent interest rate cuts spark a lively discussion about their impact on the market. Hosts debate varying perspectives among Fed members, exploring the delicate balance between optimism and caution. They dive into the effects of inflation trends and currency fluctuations in global markets, highlighting challenges for smaller companies. Risk management strategies take center stage, as uncertainty grows within the financial sector. The light-hearted banter provides a refreshing contrast to the serious economic analyses.
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Dec 18, 2024 • 30min

Instant Reaction: The Fed Decides

Diane Swank from KPMG and Matt Lozelli of Deutsche Bank dive into the Federal Reserve's recent interest rate cuts. Swank offers sharp economic analysis while Lozelli shares his financial market expertise. They discuss how these policy changes impact inflation and labor markets, revealing the Fed's struggles against rising unemployment and shelter inflation trends. The duo explores market reactions, highlighting shifts in currency strength and equity prices, while questioning the Fed's confidence in its predictive models amid economic uncertainties.
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Dec 18, 2024 • 25min

Supreme Court to Hear TikTok Challenge

Peter Tchir, Head of Macro Strategy at Academy Securities, dives into the Supreme Court's critical examination of TikTok's legal challenge against a U.S. ban. He discusses the broader implications for tech regulation and the economy. The conversation also touches on key economic indicators like job growth and inflation, as well as the potential impact of the Federal Reserve's actions on the markets. Tchir sheds light on the auto industry's shift toward electric vehicles and the evolving landscape of cross-industry investments.

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