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Το περιεχόμενο παρέχεται από το Bloomberg. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Bloomberg ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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Bloomberg Bonus Episode: Apple and Intel Earnings
Manage episode 464076011 series 1504388
Το περιεχόμενο παρέχεται από το Bloomberg. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Bloomberg ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with:
- Bloomberg News Technology Reporter Jackie Davalos
- Angelo Zino, Senior Equity Analyst at CFRA Research
- Bloomberg Technology Co-Host Caroline Hyde
See omnystudio.com/listener for privacy information.
3624 επεισόδια
Manage episode 464076011 series 1504388
Το περιεχόμενο παρέχεται από το Bloomberg. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Bloomberg ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with:
- Bloomberg News Technology Reporter Jackie Davalos
- Angelo Zino, Senior Equity Analyst at CFRA Research
- Bloomberg Technology Co-Host Caroline Hyde
See omnystudio.com/listener for privacy information.
3624 επεισόδια
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- Julian Emanuel, Chief Equity & Quantitative Strategist at EvercoreISI - Ed Mills, Washington Policy Analyst at Raymond James - Everett Eissenstat, Former Deputy Director for the National Economic Council - Kit Juckes, Chief FX Strategist at Societe Generale Julian Emanuel of EvercoreISI discusses his S&P target and how the market could be reshaped by tariffs and geopolitical uncertainty. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss the severity of President Trump's economic and trade policies. Eerett Eissenstat, Former Deputy Director for the National Economic Council, talks about how tariffs could affect the US and global economies and whether President Trump could change course. Kit Juckes at Societe Generale talks about currency moves amid a US-led trade war. See omnystudio.com/listener for privacy information.…
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 4th, 2025 Featuring: 1) Brendan Murray, Bloomberg News Trade Tsar, joins to discuss the economic fallout of the US-led trade war. President Donald Trump imposed 25% tariffs on most Canadian and Mexican imports and raised the charge on China to 20%, affecting roughly $1.5 trillion in annual imports. Canada and China have retaliated with their own tariffs as Mexico weighs what it's next move will be. 2) Barbara Reinhard, CIO: Multi Asset Strategies & Solutions at Voya Investment Management, discusses why she believes it's time to buy equities and why European fundamentals look positive. Stocks in Europe retreated due to concerns over potential US tariffs, with investors watching for hints on future trade steps in President Trump's address to Congress today, as well as China's response to US tariffs. 3) Abby Joseph Cohen, professor at Columbia Business School, joins for an extended discussion on the economic policies of a second Trump administration and the risks of cutting government research funding. New levies mark President Trump’s biggest push to remake global trade, and the Department of Government Efficiency (DOGE) is reshaping government spending with unclear economic consequences. 4) Jean Boivin, Head of the BlackRock Investment Institute, talks about how his group is navigating market and geopolitical uncertainties amid a market selloff. It comes with the US yield curve steepening as President Trump's tariff threats came to fruition. 5) Lisa Mateo breaks down the latest headlines in newspapers across the US, including what could get more expensive under Trump tariffs, vendors advertising tariff-free products, and Chipotle announcing it'll foot the bill on tariff hikes. See omnystudio.com/listener for privacy information.…
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- Mohamed El-Erian, President at Queens' College, Cambridge - Tobin Marcus, Head: Policy & Politics at Wolfe Research - Liz Young Thomas, Head of Investment Strategy at SoFi - Steve Ricchiuto, Chief US Economist at Mizuho Mohamed El-Erian, President at Queens' College, Cambridge, discusses slowing US growth as President Trump readies to place tariffs on key allies and China. Tobin Marcus of Wolfe Research talks about reciprocal tariffs and what levies could actually look like. SoFi's Liz Young Thomas discusses how equities will fare amid slowing growth along with tariff and inflation fears. Steve Ricchiuto, Chief US Economist at Mizuho, discusses how policy could ripple through markets and previews upcoming eco data. See omnystudio.com/listener for privacy information.…
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 28th, 2025 Featuring: Neil Dutta, Head of US Economic Research at Renaissance Macro Research, Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, Frances Donald, Chief Economist at RBC, react to PCE and discuss the outlook for US economic growth Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, on USD strength and his note on the Japan cyclical story Mick Mulroy, co-founder at the Lobo Institute, on Ukrainian President Volodymyr Zelenskiy visiting President Trump at the White House Lisa Mateo on newspapers Eric Mollo See omnystudio.com/listener for privacy information.…
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney February 27th, 2025 Featuring: Gil Luria, Tech Analyst at D.A. Davidson, reacts to Nvidia earnings and discusses the outlook for the company Wendy Schiller, professor at Brown University, on the latest DC headlines and Trump's recent statements on tariffs Julia Pollak, Chief US Economist at ZipRecruiter, reacts to jobless claims and discusses the latest on the labor market and See omnystudio.com/listener for privacy information.…
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