Bloomberg Intelligence

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.Federal Reserve officials held their benchmark interest rate steady for a second straight meeting, caught between mounting concerns that the economy is slowing and inflation could remain stubbornly high.Chair Jerome Powell acknowledged the high degree of uncertainty from President Donald Trump’s significant policy changes, but repeated the central bank is not in a hurry to adjust borrowing costs. He said officials can wait for greater clarity on the impact of those policies on the economy before acting.See omnystudio.com/listener for privacy information.

Shelby Magid, Deputy Director of the Eurasia Center at the Atlantic Council, offers a keen analysis of the recent Trump-Putin call regarding a potential ceasefire in Ukraine. She discusses the complexities and skepticism surrounding diplomatic efforts, particularly given Russia’s track record. Additionally, the podcast dives into the troubling trend of private equity firms offloading equity, raising concerns about their financial stakes in the future. Moreover, it reveals the shocking details of TD Bank's money laundering scandal, underlining severe regulatory lapses.

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:Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets.A selloff in Wall Street’s largest technology companies dragged down the stock market, with investors gearing up for Wednesday’s Federal Reserve decision that will likely bring an assessment of how President Donald Trump’s trade policies are impacting the economy.Dan Williams, Reporter for Bloomberg News Based in Jerusalem, discusses Israel launching overnight airstrikes across Gaza that Hamas said killed hundreds of people, shattering a nearly two-month ceasefire with the Palestinian group. Prime Minister Benjamin Netanyahu vowed Tuesday to act “with increasing military strength,” saying Hamas had repeatedly refused to release its remaining hostages.Jeff Brown, Founder and CEO of T2 Capital Management, discusses his outlook for commercial real estate.Despite the turbulence in commercial real estate (CRE) in 2024, T2 Capital sees signs the sector has stabilized as we enter 2025. While challenges remain, price discovery has largely settled, bid-ask spreads have tightened, and private real estate equity is now the least expensive asset class compared to both public and private alternatives—creating a compelling entry point.See omnystudio.com/listener for privacy information.

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:Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales.Disappointing retail sales last month added to concerns of a pullback in consumer spending in the US, while a pair of business surveys suggested growing caution.Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. He discusses why the Trump administration is concerned a trade war could encourage foreign companies to bypass the U.S market. He’ll also discuss why it’s been a brutal month for equity investors.Steve Purdy, Co-head of Global Credit at TCW, discusses corporate credit markets. He’ll discuss the biggest concerns facing credit investors today. He’ll talk about how you protect or profit from tariffs in portfolios. Steve also discusses how DOGE and Elon Musk are impacting credit markets.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps Kohl's earnings. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Novo Nordisk shares dropping the most since December on CagriSema Data.CERAWeek Interviews:  Bloomberg Intelligence Co-Host Alix Steel speaks with: Larry Coben, CEO of NRG EnergyScott Strazik, CEO of GE VernovaJoe Dominguez, CEO of Constellation EnergyBloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

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:Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. US consumer sentiment fell to a more than two-year low and long-term inflation expectations jumped by the most since 1993, illustrating growing apprehension about the economic impact from tariffs.Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, discusses her outlook for the markets. Topics of discussion:-Equities, rates and currencies have round tripped since election day-S&P 500 down nearly 2% YTD and broke below its 100-day moving averageBrian Platt, Bloomberg Canadian Government Reporter, discusses Mark Carney taking power in Canada. Mark Carney has been sworn in as Canada’s 24th prime minister, bringing the former central banker to power in the middle of an explosive trade war with the US. The former governor of the Bank of Canada and the Bank of England was officially installed as Canada’s leader at a ceremony in Ottawa on Friday, five days after the Liberal Party members voted overwhelmingly for him to replace Justin Trudeau as head of the party.Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses Gold breaking through $3,000.Gold prices passed $3,000 an ounce for the first time ever, driven higher by a central bank buying spree, economic fragility worldwide, and President Donald Trump’s attempts to rewrite the rules of global trade by imposing tariffs on allies and strategic rivals.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelAlbertina Torsoli, European Transport and Industrials Reporter, discusses President Donald Trump threatening to impose a 200% tariff on wine, champagne, and other alcoholic beverages from France and the European Union.The president in a social media post on Thursday said that he would move forward with the import duties if Brussels follows through with a tax on American whiskey exports, a measure aimed at retaliating against Trump’s steel and aluminum tariffs that went into effect on Wednesday.Today's Podcast Features:CERAWeek Interviews:Bloomberg Intelligence Co-Host speaks with:NRG energy CEO Larry CobenEnbridge CEO Greg EbelSee omnystudio.com/listener for privacy information.

Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, discusses the implications of President Trump's tariffs, which have drawn swift retaliatory actions from the EU and Canada. Oliver Crook, a Bloomberg Europe Correspondent, provides insights into the complex US-Ukraine ceasefire negotiations with Russia, revealing the precarious stance of Ukraine amid shifting military support. Scott Strazik, CEO of GE Vernova, emphasizes the intersection of tariffs and the burgeoning demand for AI in energy sectors, highlighting future trends in infrastructure and investment.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Isabelle LeeJoe Deaux, Bloomberg Mining Reporter and Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discuss tariffs. President Donald Trump announced he would increase steel and aluminum tariffs on Canada to 50% in response to Ontario's move to raise taxes on electricity sent to the US. The U.S president said he would also “substantially increase” tariffs on Canadian automobile parts on April 2 if Ottawa does not drop tariffs on dairy products and other US goods.CERAWEEK Interviews: Bloomberg Intelligence Co-Host Alix Steel speaks with:Carlyle Chief Strategy Officer of Energy Pathways, Jeff CurrieTotalEnergies CEO Patrick PouyannéToby Rice CEO of EQTWilliams CEO Alan ArmstrongSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Isabelle LeeToday's Podcast Features:Tyler Kendall, Bloomberg News Reporter, discusses President Donald Trump saying the US economy faces “a period of transition,” deflecting concerns about the risks of a slowdown as his early focus on tariffs and federal job cuts causes market turmoil.Trump’s on-again, off-again tariff policies have rattled investors, triggering a selloff in technology shares and levels of volatility not seen in years. Tim Urbanowicz, Chief Investment Strategist at Innovator Capital Management, discusses his outlook for the markets. He discusses sentiment shifting incredibly quickly from excitement about a new Trump administration to fear. The majority of investors had been focused on the pro-growth policies, and were not taking Trump seriously when he talked about tariffs, but now that threat has materialized and created a growth scare.CERAWEEK Interviews: Bloomberg Intelligence Alix Steel speaks with: Baker Hughes CEO Lorenzo Simonelli  Joe Dominguez, CEO of ConstellationSee omnystudio.com/listener for privacy information.