Bloomberg Intelligence

• BI Weekend: Delta, Constellation Brands Earnings

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast: George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta airlines earnings. Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Constellation Brands. Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of Washington policy on clean energy. Jim Stratton, Workday’s Chief Technology Officer, will discuss Workday’s approach to AI. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the impact of Washington policy on drugmakers. Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses Wells Fargo’s climate retreat.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

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• US Treasuries Slide in Worst Selloff Since 2019

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by John Tucker and Emily Grafffeo Today’s Podcast Features are: Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses today’s slide in U.S Treasuries. The selloff in Treasuries intensified as investors continued to pull back from US assets, sending longer-dated yields toward the biggest weekly surge since the 1980s. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday’s data from the University of Michigan. U.S consumer sentiment tumbled the second-weakest reading on record while short- and long-term inflation expectations soared to multi-decade highs on growing tariff concerns. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings. JPMorgan Chase & Co.’s stock traders took in a record haul in the first quarter, boosted by chaotic market moves set off by President Donald Trump’s policy announcements. Morgan Stanley’s stock-traders delivered first-quarter revenue that exceeded analyst predictions, earning a record $4.13 billion from equities trading. Wells Fargo & Co. missed analysts’ estimates for net interest income in the first quarter with soft loan demand hurting the bank’s largest revenue stream as tariff uncertainty clouds the US economic outlook. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses earnings from BlackRock. BlackRock posted mixed results for the quarter preceding President Donald Trump’s sweeping tariffs, pulling in less client money than analysts expected but posting higher-than-anticipated earnings per share.See omnystudio.com/listener for privacy information.

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• Stocks Slide as Trump’s Tariff Reprieve Proves Fleeting

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are:Dana D'Auria, Co-Chief Investment Officer, at Envestnet, discusses her outlook for the markets. Fear engulfed Wall Street again as US-China trade tensions escalate, sparking a plunge in stocks, the dollar and oil, while bond havens misfire anew in the latest sign of disorder in the financial system.Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses today’s U.S CPI data. U.S inflation cooled broadly in March, indicating some relief for consumers prior to widespread tariffs that risk contributing to price pressures.Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Prada agreeing to buy Verace for $1.3 billlion. The Milan-based company, controlled by billionaire designer Miuccia Prada and her husband Patrizio Bertelli, is buying Versace from Capri Holdings Ltd., which paid €1.8 billion ($2 billion) for the brand in 2018.Lara Castleton, US Head of Portfolio Construction and Strategy at Janus Henderson Investors, discusses tariffs and her market outlook. A day after the biggest stock-buying wave in five years, assets tied to the economic cycle are sinking again. Traders are rushing to game out how the effective freezing of Chinese trade will impact corporate earnings, economic growth and new hiring.See omnystudio.com/listener for privacy information.

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• Amazon Cancels Some Inventory Orders from China

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are:Spencer Soper, Bloomberg News Technology and E-Commerce Reporter, discusses Amazon cancelling some inventory orders from China and other Asian countries, according to a document reviewed by Bloomberg and people familiar with the matter. This suggests that the company is reducing its exposure to tariffs imposed by President Donald Trump.Leland Miller, CEO at China Beige Book, discusses the impact of tariffs on U.S, China relations. China retaliated against new tariffs imposed by President Donald Trump by announcing it would raise duties on US goods, roiling markets and deepening a trade war between the world’s largest economies.Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets and tariffs.Another chaotic day on Wall Street saw stocks whipsawing as investors tried to price the impacts of President Donald Trump’s trade war, with a slide in bonds stoking fears the US risks losing its haven status.See omnystudio.com/listener for privacy information.

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• Introducing: Stock Movers Podcast

  Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xirSee omnystudio.com/listener for privacy information.

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