Bloomberg Intelligence

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.

Joy Yang, Head of Index Product Management at MarketVector Indexes, shares her market outlook amidst turbulent trade negotiations and the potential for rate cuts. Damian Garde, Bloomberg Health Reporter, discusses Merck’s anticipated $200 million loss due to tariffs and the challenges facing its HPV vaccine, Gardasil, in the competitive Chinese market. They dive into the broader implications of tariffs on the pharmaceutical sector and how companies are navigating these financial hurdles.

Shelby McFaddin, an Investment Analyst at Motley Fool Asset Management, shares her insights on the turbulent market landscape. She highlights the complexities of U.S.-China trade relations and the nuances of tariffs versus cooperation. The conversation dives into how businesses navigate ongoing geopolitical tensions, particularly emphasizing Tesla's recent performance and competitive challenges. Shelby also addresses broader investment strategies in response to market volatility, offering listeners a thoughtful perspective on future financial trends.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel*Broadcasting Live from NJIT* Today’s Podcast Features are:    Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses the latest from the IMF and World Bank spring meetings.Wunmi Sadik, NJIT Distinguished Professor, Chemistry and Environmental Science, discusses the development of nano-sized analytical sensors for measuring pain biomarkers in the human body.Tara Alvarez, NJIT Distinguished Professor, Bio-Medical Engineering, discusses OculoMotor Technologies, a startup developing VR solutions for optometrists to use in diagnosing and treating vision disorders.Chao Yan, NJIT alumnus; co-founder and CEO of Princeton NuEnergy, discusses (PNE), which is a global leader in lithium-ion battery direct recycling.Eric Fortune, NJIT Associate Professor, Biological Sciences, talks about how he recently led a team competing to record the biodiversity in a square kilometer of the Amazon rainforest.Elisa Kallioniemi, Assistant Professor of bio-medical engineering at NJIT, talks about the benefits of brain stimulation.See omnystudio.com/listener for privacy information.

Julie Biel, Chief Market Strategist & Portfolio Manager at Kayne Anderson Rudnick, dives into the impact of Donald Trump's comments on Fed Chair Jay Powell and the subsequent market turmoil. She discusses the significant 3% drop in major stock indexes and the weakening dollar index. Biel emphasizes the fragility of the Federal Reserve's independence amid political pressures while exploring how tariff talks are influencing investor sentiment. She offers insights on long-term investment strategies and the importance of resilience in market decisions.