Bloomberg Intelligence

Dennis Lockhart, a former Atlanta Fed President, shares his expectations on the Fed's interest rate moves. Olaolu Aganga, from Mercer, discusses market trends influenced by these decisions. George Ferguson analyzes the Alaska-Hawaiian merger and its implications for the airline industry. Jon Caplis, CEO of PivotalPath, dives into the realm of hedge funds, highlighting emerging investment opportunities. The discussion also touches on FTC challenges in ongoing mergers, blending economic insights with fascinating market dynamics.

Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, discusses surprising retail sales trends and early holiday spending shifts. Danielle DiMartino Booth, CEO of QI Research, analyzes Fed rate expectations amidst economic challenges. Matthew Schettenhelm, a Bloomberg Intelligence Media Litigation Analyst, explores TikTok's legal battles and their potential impact on the app's future in the U.S. They also touch on how these developments could reshape consumer behavior and the broader digital landscape.

Jim Somoza, Managing Director at Industry City, dives into the revitalization of this Brooklyn hub, highlighting its blend of creative and traditional industries. Brian Levitt, Global Market Strategist, shares insights on market outlook ahead of the Fed's decision. Mike McGlone discusses commodity trends, particularly oil and copper, while Uma Moriarity emphasizes a defensive investment strategy in light of current economic uncertainties. Together, they tackle the evolving market landscape, which is shaped by economic indicators and emerging investment opportunities.

This week features Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, discussing the implications of the upcoming U.S. elections on corporate strategies. Michael Halen, a Senior Restaurant and Foodservice Analyst, shares insights on Starbucks' new CEO, Brian Niccol. Philip Richards, an expert in European banking, analyzes UniCredit’s unexpected move for Commerzbank. Finally, the talk shifts to Apple’s transformation into a $3.4 trillion powerhouse, addressing regulatory challenges and innovation in a competitive climate.

Joanne Hsu, Director of the University of Michigan Surveys of Consumers, shares insights on the recent rise in consumer sentiment and its relationship with inflation. George Ferguson, an aerospace analyst, discusses the ongoing Boeing strike's impact on the 737 MAX program. Mo Haghbin of Invesco reveals market outlooks, while Dan Ives from Wedbush analyzes Adobe earnings and big tech developments. The discussion also touches on the compensation disparities in college athletics, advocating for better representation and reform.

Join Huw Worthington, European rate strategist at Bloomberg, as he unpacks the ECB's recent rate cuts and their implications for economic growth. Michael McKee, an international economics expert, discusses the surprising uptick in U.S. producer prices. Priya Misra from JPMorgan shares her insights on fixed income strategies amidst fluctuating market conditions. Sridhar Natarajan addresses the evolving challenges facing junior bankers with initiatives to limit their hours, shedding light on the industry's work culture.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses U.S CPI data. Nicole Webb, Senior Vice President, Financial Advisor at Wealth Enhancement Group, discusses her market outlook. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to recap the U.S Presidential debate. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the market. Philip Richards, Bloomberg Intelligence Senior Analyst for European Banks, discusses UniCredit’s shock move on Commerzbank catching Germany’s government off guard.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Kamala Harris, a former prosecutor and current Vice President, squared off against former President Donald Trump, addressing hot-button issues like abortion rights, the January 6 insurrection, and foreign policy. The debate featured sharp exchanges, with Harris leveraging her legal background to challenge Trump, even teasing him about his rally sizes. Political analysts analyzed their contrasting strategies, with Harris projecting optimism while Trump’s rhetoric leaned divisive. The conversation also touched on how the candidates' positions may impact the political landscape and voter sentiment.

Michael McKee, Bloomberg's International Economics and Policy Correspondent, reveals that the Fed is making major changes to bank-capital rules, easing regulations for large banks. Tamlin Bason, a Technology Analyst, discusses the fallout from Apple and Google facing significant legal battles in the EU. Micheal Dean, Head of Global Autos, analyzes the stock struggles of BMW and Volkswagen, especially in the competitive landscape of electric vehicles. Together, they navigate complex regulatory landscapes and market dynamics shaping financial and tech industries.

Adam Marrè, CISO at Arctic Wolf, dives into the alarming impacts of ransomware attacks on gaming companies, tracing one such incident back to a seemingly innocuous phishing email. He highlights the urgent challenges in cybersecurity that the gaming industry faces today. Joining him, David Adrian from Chrome discusses the evolving landscape of unphishable authentication methods that can empower leaders to safeguard their teams against sophisticated cyber threats. Their insights reveal the critical importance of proactive security measures in an increasingly complex digital world.