Bloomberg Intelligence

Dennis Lockhart, former Atlanta Fed president, dissects the Federal Reserve's latest decisions and their implications. Catarina Saraiva discusses how the presidential election shapes the Fed's future. Dan Ives analyzes what a Trump presidency means for big tech, hinting at regulatory shifts. Janet Rilling explores the bond market landscape, focusing on interest rates and inflation. Alison Williams shares insights on the banking sector's newfound optimism post-election, driven by anticipated regulatory changes and rising interest rates.

Guests Nathan Dean, a senior policy analyst, and Ed Mills, a managing director at Raymond James, dive into the potential changes in financial regulations under a Trump presidency. Wendy Schiller, a political expert from Brown University, discusses the ramifications for the Democratic Party. Gautam Mukunda from Yale analyzes the economic impacts, while Monica Guerra, head of US policy at Morgan Stanley, highlights market reactions to the election results. The conversation explores trade, energy policies, and the shifting political landscape.

Join experts Nathan Dean, a Senior Policy Analyst, and Henrietta Treyz, an Economic Policy Director, as they dissect the competitive dynamics of the 2024 U.S. presidential election. Jennifer Lawless from UVA delves into the Trump-Harris race, while David Paleologos shares polling insights. Christopher Smart emphasizes the election's economic impact. They discuss key voter issues like democracy and abortion, swing states' roles, and how market dynamics will shift based on electoral outcomes. It's an enlightening blend of politics and economics!

Matthew Palazola, Senior Analyst at Bloomberg Intelligence, dives into Berkshire Hathaway's impressive earnings and its strategic cash reserves. Maya Wiley, President and CEO of the Leadership Conference on Civil and Human Rights, sheds light on critical electoral issues affecting democracy and women's rights. Katy Kaminski, Chief Research Strategist, shares her market outlook ahead of the elections. Katherine Burton highlights trading strategies for election night, while Ruben Hovhannisyan discusses bond market shifts, and Yayoi Sekine offers insights into the future of renewable energy.

Dive into the pivotal U.S. election and its unprecedented nature. Discover insights on close races and their potential impact on global markets. Stay updated with real-time results and in-depth analyses. This is a must-listen for anyone wanting to understand the high stakes of the current political climate!

Mandeep Singh, senior tech analyst, shares insights on Alphabet's strong earnings amid Meta's AI concerns. Sam Fazeli discusses Eli Lilly's challenges in the pharmaceutical market. Corey Cantor highlights the impact of U.S. presidents on EV fuel economy standards. Carmen Arroyo reveals the fragility of the commercial mortgage-backed securities market, particularly in U.S. office spaces. Alison Williams analyzes UBS's earnings, while Rhett Buttle emphasizes business leaders' roles in advocating for secure elections, showcasing the intersection of finance and civic responsibility.

Thomas Black, a Bloomberg Opinion columnist, delves into Boeing's latest union negotiations and discusses the potential impacts of a new pay proposal. Joanie Bily shares insights on the October U.S. jobs report, revealing trends in the labor market. Allan Schweyer highlights findings from a DEI work survey, emphasizing the demand for meaningful corporate change. David Wethe explores the U.S. oil industry's surprising productivity resurgence. Nathan Dean analyzes the political implications of the Harris vs. Trump scenario ahead of the elections.

Pat Gelsinger, CEO of Intel, leads a discussion that delves into the company's recent financial recovery and restructuring efforts. Joanne Feeney offers insights on the competitive landscape against AMD and NVIDIA. Ian King highlights the anticipated Gaudi 3 launch, emphasizing challenges in software and GPU capabilities. Tom Giles discusses how the upcoming election could impact the CHIPS Act and its bipartisan support. Together, they analyze Intel's strategic outlook amidst cost-cutting and the importance of growth in the semiconductor sector.

Ed Ludlow, Bloomberg Technology co-host, dives into the contrasting earnings of Intel and Apple. He highlights Intel's stronger-than-expected fourth-quarter forecast, sparking optimism despite its challenges in the PC market. In contrast, Apple faces concerns over disappointing sales figures in China and weak iPad performance. Ludlow also discusses the implications of Apple's new AI tools and executive transitions, offering insights into how these factors may influence future growth and market positioning for both tech giants.

Ira Jersey, Bloomberg's Chief US Interest Rate Strategist, delves into the latest PCE data and its implications for interest rates. Geetha Ranganathan discusses Comcast's potential cable spinoff amid subscriber losses and Peloton's leadership shakeup. Olaolu Aganga offers market outlook amid economic uncertainty, while Deborah Aitken analyzes Estee Lauder's struggles due to weak Chinese demand. Mandeep Singh reviews tech earnings from Meta and DoorDash, and Rania Sedhom highlights the legal battle involving AI music platforms and artists' rights.