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Bloomberg Intelligence

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Nov 11, 2024 • 41min

Bitcoin Soars, Trump Impact on Oil Producers

Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, provides keen insights on the surge of Bitcoin nearing $83,000, driven by regulatory changes and investor interest. He compares Bitcoin's market dynamics to traditional assets like gold, highlighting the influence of political shifts. The discussion also explores potential benefits for oil producers from Trump's tax plan and examines how advanced software is helping businesses adapt to economic challenges, marking a transformative time for investors.
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Nov 8, 2024 • 36min

BI Weekend: US Election, Berkshire Earnings

Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, shares insights into the U.S. election's impact on various industries. Wendy Schiller, a Brown University Professor, delves into the political ramifications of a potential Trump victory. Alison Williams discusses how banks could benefit from regulatory changes. Yayoi Sekine looks ahead at the growth of renewable energy. Matthew Palazola analyzes Berkshire Hathaway's earnings and cash reserves, while Wendy Thomas talks about SecureWorks' acquisition by Sophos and implications for cybersecurity.
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Nov 8, 2024 • 39min

US Consumer Sentiment Rises, Presidential Election

Joanne Hsu, Director of the University of Michigan Surveys of Consumers, reveals rising consumer confidence data, marking a seven-month high. Geetha Ranganathan discusses Paramount's earnings and the shift towards streaming strategies. Danielle DiMartino Booth analyzes the Federal Reserve's interest rate decision and its implications for markets. Erica York reviews potential tax policy impacts under a Trump presidency, while Barry Ritholtz explores voter behavior and election implications, emphasizing how narratives shape investor perceptions.
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7 snips
Nov 7, 2024 • 34min

Instant Reaction: Jay Powell on Fed Policy

Rick Reeder, a top figure in fixed income at BlackRock, and journalist Mike McKee, dive into the recent interest rate cuts by the Federal Reserve. They dissect the potential impacts on stock indices and the bond market, as well as the Fed's strategy amid upcoming elections. The conversation touches on economic complexities like inflation and tariffs, exploring how these factors influence investor sentiment and market dynamics. They also analyze the Fed's balancing act in crafting future policies against a backdrop of changing economic indicators.
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Nov 7, 2024 • 31min

Instant Reaction: The Fed Decides

Join Tom Keene, a Bloomberg journalist, along with Rich Clarida, former Fed Vice Chair, and Matt Lozetti, a Deutsche Bank analyst, as they dissect the Fed's recent decision to cut interest rates. The trio navigates implications for inflation and the labor market while exploring the intricate link between tariffs and economic predictions. They discuss global capital flows influenced by U.S. Treasury yields and the varying fiscal challenges in Europe amidst shifting political landscapes. With a dash of humor, they examine the unique dynamics of Fed press conferences.
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Nov 7, 2024 • 43min

Fed Meeting, US Election Aftermath

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.
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10 snips
Nov 6, 2024 • 32min

Trump Wins 2024 Presidential Election

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.
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10 snips
Nov 5, 2024 • 33min

US Election Preview 2024

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!
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Nov 4, 2024 • 41min

Berkshire Earnings, US Election Preview

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.
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Nov 4, 2024 • 1min

Listen Now: US Election Coverage on Bloomberg Podcasts

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!

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