Bloomberg Businessweek

Gina Martin Adams, Bloomberg Intelligence's Chief U.S. Equity Strategist, discusses the pain U.S. companies may face from Trump's tariffs. Krish O’Mara Vignarajah, President of Global Refuge, shares challenges nonprofits encounter in supporting refugees amid funding cuts. Susan B. Bourgeois, Louisiana's Economic Development Secretary, sheds light on trade war implications for the state. Patrick Fruzzetti from Rose Advisors offers investment strategies to navigate market volatility, emphasizing sectors less exposed to global disruptions.

H&R Block's CEO discusses how potential tax policy changes could impact consumers as tax season approaches. There's a growing optimism among clients, but many are also anxious about debt and economic unpredictability. The recent shifts in government tax regulations are causing significant consumer uncertainty. The IRS faces challenges too, needing modernization and resources to handle public inquiries effectively, especially as budget cuts threaten its efficiency, prompting more individuals to seek external help.

This week features the brilliant Mihir Desai, a Harvard finance professor, who delves into the influence of AI on the economy. Jason Liberty, CEO of Royal Caribbean, discusses the cruise industry's focus on multi-generational travel and tech advancements in booking. Carolee Lee, founder of WHAM, advocates for increased funding in women's health research, while Kristen Olszewski of Nomadica Wines innovates wine delivery with cans and boxes. Eric Skye from Carbone Fine Foods shares insights on premium pasta sauces and the evolving food market.

Mark Gurman, Bloomberg News Chief Technology Correspondent, reveals Apple's surprising decision to cancel its augmented reality glasses project, a setback amid competitive pressures. Brian Steinwurtzel, CEO of GFP Real Estate, shares insights into an ambitious office-to-residential conversion in Manhattan, highlighting its architectural challenges. Sharon Marcil, CEO of Boston Consulting Group NA, reflects on her experiences at the World Economic Forum in Davos, discussing economic uncertainty and the evolving role of artificial intelligence in business.

Harvey Mason Jr., CEO of the Recording Academy, shares insights on the Grammy Awards' focus on supporting wildfire relief efforts. The discussion highlights the urgent challenges that artists face in recovery and how the industry is rallying together. Additionally, there’s a captivating look at the strides being made towards diversity in music evaluation. As the awards aim to celebrate community and feature a tribute to Quincy Jones, mental health support also plays a pivotal role in the conversations surrounding this prestigious event.

Jackie Davalos, a Bloomberg News Technology Reporter, dives deep into Intel's recent struggles and performance challenges. Angelo Zino, a Senior Equity Analyst at CFRA Research, offers sharp insights on both Intel and Apple's earnings. Caroline Hyde, co-host of Bloomberg Technology, highlights Apple's waning iPhone sales and the company's need to innovate more aggressively. The discussion uncovers Intel's leadership transitions and the fierce competition in the semiconductor space, while also exploring Apple's strategic positioning in an evolving market.

Lee Klaskow, a Senior Analyst at Bloomberg Intelligence, reveals UPS's bold plan to cut its Amazon business by 50%, raising questions about the future of logistics. Jacqueline Hawthorne-Robinson, CEO of Golden Krust, shares insights on the challenges facing casual dining amid inflation and a tech-driven landscape. Meanwhile, Harvard's Mihir Desai discusses the intricate web of big tech investments, suggesting that industry giants may be fueling their own competition. It's a lively exploration of the shifting sands in business dynamics!

This discussion highlights the Federal Reserve's choice to keep interest rates stable while evaluating the inflation landscape. Recent inflation targets and their implications for monetary policy take center stage, shedding light on challenges in achieving the 2% goal. Political influences on the Fed's strategies are examined, emphasizing the ever-evolving economic environment. Additionally, the state of equity markets is analyzed, alongside a light-hearted look at a Fed press conference and an intriguing segue into climate change talks.

Mandeep Singh, a Senior Technology Analyst at Bloomberg Intelligence, discusses the latest earnings reports for tech giants like Tesla, Meta, and Microsoft. Caroline Hyde, co-host of Bloomberg Technology, shares insights about competitive pressures and AI advancements in the sector. James Cakmak from Clockwise Capital analyzes investment strategies and market reactions to these earnings. They explore Meta's rising expenditures, the impact of AI on stock valuations, and the challenges posed by TikTok to Meta's future revenue.

Jeff Rosenberg, a portfolio manager at BlackRock, shares his insights on the Federal Reserve's latest policies and their ripple effects on financial markets. He highlights the delicate balance the Fed strikes with inflation and employment dynamics. The conversation delves into how tech advancements, particularly AI, are shaping economic metrics and influencing monetary policy. Rosenberg also explores the challenges of forecasting future Fed decisions amidst shifting market sentiments and the implications for investors navigating this complex landscape.