Bloomberg Intelligence

Geetha discusses Disney shareholder meeting, Tim on companies to watch, Steve talks Tesla deliveries, Matt covers swing state Georgia, Lee on UPS as USPS provider, Erik's piece on Hertz. Topics include tech growth, EV challenges, GA's manufacturing boom, and UPS-Postal partnership.

Guests on the podcast discuss the NY area quake, March jobs report, employment trends, market outlook, and hiring in the US. They cover topics like emergency responses to earthquakes, job growth trends, impacts of immigration on the labor force, equity market responses to high yields, and diversifying investment strategies beyond tech sectors.

Geetha Ranganathan recaps Disney's shareholder meeting, Todd Becker discusses Green Plains' pivot to AgTech and collaboration with Shell. Erik Schatzker explores Hertz's failed Tesla venture. Anurag Rana updates on Apple and Alphabet. Jason Kelly previews his podcast with Alex Rodriguez and sports investing insights.

Anthony Nieves discusses ISM Services data, Kim Forrest shares market outlook, Tim Craighead highlights 10 companies to watch, Matt Winkler talks about Biden's jobs power in Georgia. Michael Stubblefield discusses life sciences opportunities. The podcast covers service sector growth, industry hiring trends, top companies, Tencent's potential, AI future, Georgia's economy, and innovation in the pharmaceutical industry.

Global analysts discuss Tesla's delivery miss and EV market outlook. Apple's stock performance, future prospects, and market challenges analyzed. Regulatory pressures, economic changes, and sector resilience explored. Rising bond yields, Fed rate cuts, and investment strategies discussed. Lucas Tomicki shares insights on investing in quality companies and shorting indexes.

Timothy Fiore discusses positive manufacturing data trends, Lee Klaskow analyzes UPS and FedEx outcomes, Carol Pepper shares market outlook, Steve Man delves into Tesla worries

Wells Fargo Senior Economist Sarah House joins the discussion on Fed Chair Powell's cautious approach towards inflation, emphasizing the uncertainty surrounding rate cuts. They analyze Powell's economic views, transparency in Federal Reserve policies, and the timing of rate decisions. Insights on inflation hitting the 2% target before any rate modifications are considered are also shared.

Economists Tom Porcelli and Sarah House react to the latest PCE data, discussing personal spending exceeding forecasts, implications on inflation rates, challenges in achieving the 2% PCE target, Chairman Powell's stance on inflation, services sector improvements, and analysis of hiring data and market reactions.

Robinhood CEO discusses new credit card, Boeing leadership changes are analyzed, Apple's iPhone shipments drop in China, Carnival earnings reviewed, and Novo Nordisk's acquisition of Cardior Pharmaceuticals discussed.

Guests Drew Reading, Ira Jersey, David Kudla, and Anurag Rana discuss topics such as Home Depot's acquisition of SRS, U.S eco data and the Fed, market outlook, and Amazon's investment in Anthropic. Max Chafkin talks about Bankman-Fried's impact on the crypto industry.