Bloomberg Intelligence

Sam Fazeli, Director of Research for Global Industries at Bloomberg Intelligence, reveals how Eli Lilly’s Zepbound drug significantly reduces diabetes risk. Craig Trudell discusses the European Union's looming 9% tariff on Tesla imports from China, raising concerns about market competitiveness. Dryden Pence shares insights on current market dynamics and investment strategies, including how labor data and consumer trends are shifting the landscape, while also highlighting opportunities in AI venture capital.

Diana Rosero Pena, a Consumer Staples Analyst, shares insights on Couche-Tard's $31 billion buyout offer for 7-Eleven and potential market impacts. Crystal Tse discusses Carl Icahn's $2 million SEC settlement, shedding light on activist investors. Carol Schleif, CIO at BMO Family Office, provides her outlook on market conditions. Corey Cantor, Lead US Electric Vehicle Analyst, highlights trends and challenges in the electric vehicle sector as major automakers adapt to changing consumer demands and infrastructure needs.

This week, Jennifer Bartashus, a retail staples analyst, discusses Mars' $36 billion acquisition of Kellanova, highlighting shifts in consumer behavior amid rising food costs. Redd Brown reviews Home Depot's earnings and their pivot to contractors. Jody Lurie observes challenges for Starbucks with a new CEO amid activist pressures. Yayoi Sekine explores advancements in battery technology, linking it to energy storage's future. They also touch on potential antitrust actions against Google and the transformation strategy at Victoria's Secret.

Joanne Hsu, Director of the University of Michigan Surveys of Consumers, reveals an uptick in consumer sentiment and its economic implications. Shana Sissel, President and CEO of Banríon Capital Management, shares her take on market volatility and investment strategies. Sam Fazeli, Senior Pharmaceuticals Director at Bloomberg Intelligence, discusses recent developments in the biotech industry, including the Mpox outbreak. Ana Cabral, CEO of Sigma Lithium, highlights the company's sustainable mining practices, essential for the green energy transition.

Mari Shor, a Senior Equity Analyst at Columbia Threadneedle Investments, joins experts Jennifer Bartashus, Vineer Bhansali, and Christopher Ciolino to dissect the recent surge in U.S. retail sales, particularly focusing on Walmart's impressive e-commerce growth. Bartashus elaborates on Walmart's strategic advancements and demographic shifts. Bhansali discusses innovative hedging strategies amidst market dynamics, while Ciolino offers insights into challenges facing the agricultural sector. Together, they reveal shifts in consumer behavior and the resilience of retail sectors in a fluctuating economy.

Jennifer Bartashus, a Senior Analyst at Bloomberg Intelligence, discusses Mars' strategic acquisition of Kellanova and the impact on the snacking sector amid inflation challenges. Emily Roland, Co-Chief Investment Strategist for John Hancock, analyzes the recent U.S. CPI data and its influence on investment strategies. Mary Ross Gilbert reveals how Victoria's Secret aims to revitalize its brand by hiring a top executive from Rihanna's lingerie line, focusing on inclusivity and addressing retail market challenges.

Jody Lurie, a keen credit analyst, discusses Starbucks' CEO transition and its implications for shareholders amid evolving consumer behavior. Redd Brown breaks down Home Depot's recent earnings, highlighting consumer caution affecting big-ticket purchases. Anna Rathbun shares insights on market trends and volatility, while Kathy Winter offers a glimpse into the autonomous vehicle landscape, focusing on community engagement and urban challenges. Together, they provide a fascinating look at current financial and retail dynamics.

In this engaging discussion, David Voreacos, a Bloomberg Legal Reporter, delves into B. Riley's troubling SEC investigation. Kristina Hooper, Chief Global Markets Strategist at Invesco, shares insights on market outlook amidst current volatility. Herman Chan, a Senior Analyst, highlights the Bank of Nova Scotia's strategic acquisition of a stake in KeyCorp. Sarah Ponczek, a Financial Advisor, emphasizes long-term investment strategies while navigating market fluctuations and lending challenges. The conversation blends serious financial analysis with lighthearted banter about breakdancing.

Matthew Palazola, a Senior Analyst in Property and Casualty Insurance, discusses Berkshire Hathaway's major cut to its Apple stake and its implications. Geetha Ranganathan, focused on US Media, dives into Disney's earnings struggles, especially in theme parks. Jonathan Palmer sheds light on CVS's financial challenges amid rising healthcare costs, while Mandeep Singh highlights Uber's strong performance and the potential disruption from autonomous vehicles. The conversation also touches on the broader market dynamics affecting companies like Caterpillar.

Steve Matthews, Bloomberg Federal Reserve Reporter, shares insights on why the Fed might resist major rate cuts. Adam Coons, Chief Portfolio Manager at Winthrop Capital Management, updates listeners on market trends amidst uncertainty. Dan Ives, Senior Equity Analyst, discusses the implications of Cisco's job cuts and TSMC earnings. Shawn Donnan, Senior Economics Correspondent, explores how economic factors in swing states could shape the upcoming US election, revealing key insights into voter behavior and its potential impact on the tech industry.