Bloomberg Intelligence

• BI Weekend: UPS, McDonalds, Microsoft Earnings

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast: -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro Computer preliminary results.- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings.- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence and Elliot Stein, Bloomberg Intelligence Litigation Analyst, discuss BI’s new Tariff research. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses cruise-line earnings.- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Microsoft earnings.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings.- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings.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 Employers Add 177,000 Jobs, Solid Pace in Face of Uncertainty

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: Tom Gimbel, Vice Chairman, American Staffing Association and Founder of LaSalle Network, discusses the April jobs report. US job growth was robust in April and the unemployment rate held steady despite deep uncertainty over President Donald Trump’s trade policies, which economists expect will dent hiring plans over the coming months.Brooke Sutherland, Bloomberg Boston Bureau Chief, discusses President Donald Trump declaring that Harvard University would lose its tax-exempt status, stepping up his attack on the Ivy League school by threatening to choke off an array of financial benefits.Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses Chevron and Exxon earnings. Chevron Corp. will reduce share buybacks this quarter after oil prices tumbled, indicating that President Donald Trump’s trade war is hurting a key US industry he pledged to help. Exxon Mobil Corp., which also reported earnings Friday, is sticking to its plan to buy back about $5 billion in shares per quarter.See omnystudio.com/listener for privacy information.

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• GM Slashes Guidance, Kohl’s Fires CEO

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: David Welch, Bloomberg Detroit Bureau Chief, discusses General Motors cutting its full-year profit outlook due to as much as $5 billion of exposure to auto tariffs, among the biggest financial hits revealed by any company so far from President Donald Trump’s trade war.Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s saying its’ board terminated CEO Ashley Buchanan due to undisclosed conflicts of interest. An investigation conducted by outside counsel and overseen by Audit Committee of board determined Buchanan violated company policies by directing company to engage in vendor transactions that involved undisclosed conflicts of interest.David Kirkpatrick, Founder of Techonomy, discusses tech earnings. Meta Platforms Inc. shares jumped after the company’s advertising sales quelled Wall Street concerns about the impact of the Trump administration’s trade war, with first-quarter revenue beating expectations. Marci McGregor, Head of Portfolio Strategy for the CIO, at Merrill and Bank of America Private Bank, discusses her market outlook. Technology companies are powering US stocks on Thursday after the latest batch of robust earnings, with major indexes close to erasing losses sparked by the tariff shock that rattled markets just weeks ago.See omnystudio.com/listener for privacy information.

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• Stocks Sink as Data Sparks Economic Concern

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. The US economy contracted at the start of the year, and traders are betting that the Federal Reserve will cut interest rates this year to prevent a recession. The S&P 500 cut losses after separate data showed US consumer spending jumped in March.Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro Preliminary results. Super Micro Computer shares tumbled Wednesday after giving preliminary results that fell well short of analysts’ estimates, a sign its comeback plan has been slow to gain traction. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Caterpillar expects slightly lower sales this year if Trump administration tariffs remain in place and the economy dips into a recession in the second half.Ann Miletti, Head of Equity Investments at Allspring Global Investments, discusses her outlook for the markets. Evidence that the world’s largest economy is at risk of buckling under the weight of President Donald Trump’s tariff war whipped up fresh volatility on Wall Street.See omnystudio.com/listener for privacy information.

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• GM Suspends Guidance, Carney Wins Canada Election

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: David Welch, Bloomberg Detroit Bureau Chief, recaps GM earnings. General Motors is pulling earnings guidance for 2025 and putting $4 billion in share buybacks on hold until it has more clarity on the impact of US tariffs.David Gura, Correspondent for Bloomberg, and Host of 'The Big Take' podcast" discusses Canada’s election. Canada’s Liberal Party won a fourth straight election, as voters chose former central banker Mark Carney to manage the country’s response to US President Donald Trump’s trade war.Ted Swimmer, Head of Capital Markets and Advisory at Citizens Bank, discusses the latest on capital markets, the IPO market, and private markets. He discusses the evolution of the private credit space -- where traditional banks are increasingly partnering with private lenders. David also talks about how lenders are protecting themselves from private credit deals going bad through the use of unique covenants. Ben Miller, Co-Founder and CEO at Fundrise, discusses the state of commercial real estate. In the longer term, starting with the naming of a new Fed chair in May of 2026, Ben expects rates to come down significantly and quickly. He thinks even in a low rates/low growth environment (like the 2010’s), this would be a gift to real estate owners/investors. See omnystudio.com/listener for privacy information.

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