Marker 01

Bloomberg Markets Co-Host Jon Erlichman breaks down Meta's earnings. James Cakmak, Technology Analyst at Clockwise Capital, recaps a busy week of big tech earnings. Bloomberg News Finance Reporter Jenny Surane shares the details of her story Elon Musk the Banker Wants to Take On Dimon Where Google Failed. And we Drive to the Close with Brian Jacobsen, Brian Jacobsen, Chief Economist at Annex Wealth Management. 
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

Bloomberg Markets Co-Host Jon Erlichman breaks down Meta's earnings. James Cakmak, Technology Analyst at Clockwise Capital, recaps a busy week of big tech earnings. Bloomberg News Finance Reporter Jenny Surane shares the details of her story Elon Musk the Banker Wants to Take On Dimon Where Google Failed. And we Drive to the Close with Brian Jacobsen, Brian Jacobsen, Chief Economist at Annex Wealth Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

Carol Massar and Tim Stenovec bring you reporting from the magazine that helps global leaders stay ahead, plus insight on the people, companies and trends shaping today's complex economy.  Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Carol Massar and Tim Stenovec bring you reporting from the magazine that helps global leaders stay ahead, plus insight on the people, companies and trends shaping today's complex economy.&nbsp; Watch us LIVE on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.

Bloomberg Businessweek

Fed Decision, Tech Earnings and Musk Versus Dimon

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2b8c99db-30e0-46c8-bf1a-b04b015b39fe/transcript

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.

US President Donald Trump said he was directing the purchase of $200 billion in mortgage bonds, which he cast as his latest effort to bring down housing costs ahead of the November midterm election.

Trump announced the move on Thursday in a social media post. The director of the Federal Housing Finance Agency, Bill Pulte, said soon after that the president aims for Fannie Mae and Freddie Mac to execute the purchases.

“This will drive Mortgage Rates DOWN, monthly payments DOWN, and make the cost of owning a home more affordable,” Trump wrote in his post.
He added that his decision not to sell Fannie Mae and Freddie Mac during his first term allowed them to amass “$200 BILLION DOLLARS IN CASH” and that he was making his announcement “because of that.”

“It is one of my many steps in restoring Affordability, something that the Biden Administration absolutely destroyed,” the president said. Mortgage backed securities rallied relative to Treasuries on the news.

Fannie Mae and Freddie Mac have added billions of dollars of mortgage-backed securities and home loans to their balance sheets in recent months, fueling speculation that they’re trying to push down lending rates and boost their profitability ahead of a potential public offering.

Today's show features:
Conor Sen, Bloomberg Opinion columnist and Founder of Peachtree Creek Investments, on his latest column about President Donald Trump's proposal to ban institutional investors from buying single-family homes
Bloomberg Economics US and Canada Economist Stuart Paul on Thursday’s jobs data and what to expect from Friday’s nonfarm payrolls report and Alli McCartney, Managing Director of Wealth Management with Alignment Partners at UBS, on key market indicators to watch in early 2026
David Woo, Macro Strategist and former Bank of America Head of Global Interest Rates, Foreign Exchange, Emerging Markets Fixed Income Strategy & Economics Research
Bloomberg News Technology Reporter Alexandra Levine on what appears to be the end of the effort to ban TikTok in the US with a sale to American investors

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
US President Donald Trump said he was directing the purchase of $200 billion in mortgage bonds, which he cast as his latest effort to bring down housing costs ahead of the November midterm election.
Trump announced the move on Thursday in a social media post. The director of the Federal Housing Finance Agency, Bill Pulte, said soon after that the president aims for Fannie Mae and Freddie Mac to execute the purchases.
&ldquo;This will drive Mortgage Rates DOWN, monthly payments DOWN, and make the cost of owning a home more affordable,&rdquo; Trump wrote in his post. He added that his decision not to sell Fannie Mae and Freddie Mac during his first term allowed them to amass &ldquo;$200 BILLION DOLLARS IN CASH&rdquo; and that he was making his announcement &ldquo;because of that.&rdquo;
&ldquo;It is one of my many steps in restoring Affordability, something that the Biden Administration absolutely destroyed,&rdquo; the president said. Mortgage backed securities rallied relative to Treasuries on the news.
Fannie Mae and Freddie Mac have added billions of dollars of mortgage-backed securities and home loans to their balance sheets in recent months, fueling speculation that they&rsquo;re trying to push down lending rates and boost their profitability ahead of a potential public offering.
Today's show features:
<ul>
<li>Conor Sen, Bloomberg Opinion columnist and Founder of Peachtree Creek Investments, on his latest column about President Donald Trump's proposal to ban institutional investors from buying single-family homes</li>
<li>Bloomberg Economics US and Canada Economist Stuart Paul on Thursday&rsquo;s jobs data and what to expect from Friday&rsquo;s nonfarm payrolls report and Alli McCartney, Managing Director of Wealth Management with Alignment Partners at UBS, on key market indicators to watch in early 2026</li>
<li>David Woo, Macro Strategist and former Bank of America Head of Global Interest Rates, Foreign Exchange, Emerging Markets Fixed Income Strategy &amp; Economics Research</li>
<li>Bloomberg News Technology Reporter Alexandra Levine on what appears to be the end of the effort to ban TikTok in the US with a sale to American investors</li>
</ul>

Trump Directs $200 Billion Mortgage Bond Buy in Housing Push

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5300d90d-dada-452d-a1ac-b3cc01799fdc/transcript

Oshkosh Corporation builds what it calls "purpose-built equipment" to help people advance communities around the world. Headquartered in Wisconsin, Oshkosh employs more than 18,000 team members worldwide, all united behind a common purpose: to make a difference in people’s lives. Oshkosh products are found in more than 150 countries under the brands of JLG, Pierce, MAXIMETAL, Oshkosh S-Series, McNeilus, IMT, Jerr-Dan, Frontline Communications, Oshkosh Airport Products, Oshkosh AeroTech, Oshkosh Defense and Pratt Miller. 
John Pfeifer has served as the company's president and CEO since 2021. He discuss what Oshkosh Corporation is showcasing at CES 2026 in Las Vegas when it comes to advanced technologies in autonomy, AI, connectivity and electrification. John speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.

Oshkosh Corporation builds what it calls "purpose-built equipment" to help people advance communities around the world. Headquartered in Wisconsin, Oshkosh employs more than 18,000 team members worldwide, all united behind a common purpose: to make a difference in people&rsquo;s lives. Oshkosh products are found in more than 150 countries under the brands of JLG, Pierce, MAXIMETAL, Oshkosh S-Series, McNeilus, IMT, Jerr-Dan, Frontline Communications, Oshkosh Airport Products, Oshkosh AeroTech, Oshkosh Defense and Pratt Miller. John Pfeifer has served as the company's president and CEO since 2021. He discuss what Oshkosh Corporation is showcasing at CES 2026 in Las Vegas when it comes to advanced technologies in autonomy, AI, connectivity and electrification. John speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.

Oshkosh Corporation CEO John Pfeifer on Innovation at CES 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/53a42273-f42d-43c8-a41e-b3cb01739119/transcript

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
President Donald Trump said he would move to ban institutional investors from buying single-family homes, part of a push to address housing affordability ahead of this year’s midterm elections.
“People live in homes, not corporations,” Trump said in a social media post Wednesday announcing the effort, adding that he would expound on the plan at the World Economic Forum in Davos, Switzerland, later this month.
The news sent shares of homebuilders, including Toll Brothers Inc., Invitation Homes Inc., KB Home and PulteGroup Inc., down. Shares of Blackstone Inc. — a major investor in single-family homes in the US —fell by as much as 9.3%, though later pared some of those losses.
The initiative comes after Trump’s allies have repeatedly raised alarms that affordability has become a political albatross for the GOP heading into the November elections. Trump urged Republican lawmakers Tuesday to avoid losing control of the House this year, saying it would lead to his impeachment. There’s reason for the White House’s concern: Just 36% of Americans said they approved of Trump’s job performance in a Gallup poll released in December, about 2 percentage points higher than his personal low before his first term ended in January 2021. Nearly half of adults described current economic conditions as “poor.”
Today's show features:
Bloomberg Intelligence Senior REITs and Commercial Real Estate Analyst Jeffrey Langbaum on President Donald Trump’s move to ban institutional investors from buying single-family homes
Bloomberg News Corporate and Economic Statecraft Reporter Joe Deaux on the US seizure of a Russia-flagged ship and renewed concerns about potential action toward Greenland
Francisco Rodriguez, Senior Research Fellow at the Center for Economic and Policy Research at the University of Denver’s Josef Korbel School of International Studies, on the future of Venezuela’s government and the administration of its oil assets
Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan on Warner Bros. Discovery’s rejection of an amended takeover offer from Paramount Skydance and Versant’s shares facing pressure after its spinoff from Comcast

 

Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. President Donald Trump said he would move to ban institutional investors from buying single-family homes, part of a push to address housing affordability ahead of this year&rsquo;s midterm elections. &ldquo;People live in homes, not corporations,&rdquo; Trump said in a social media post Wednesday announcing the effort, adding that he would expound on the plan at the World Economic Forum in Davos, Switzerland, later this month. The news sent shares of homebuilders, including Toll Brothers Inc., Invitation Homes Inc., KB Home and PulteGroup Inc., down. Shares of Blackstone Inc. &mdash; a major investor in single-family homes in the US &mdash;fell by as much as 9.3%, though later pared some of those losses. The initiative comes after Trump&rsquo;s allies have repeatedly raised alarms that affordability has become a political albatross for the GOP heading into the November elections. Trump urged Republican lawmakers Tuesday to avoid losing control of the House this year, saying it would lead to his impeachment. There&rsquo;s reason for the White House&rsquo;s concern: Just 36% of Americans said they approved of Trump&rsquo;s job performance in a Gallup poll released in December, about 2 percentage points higher than his personal low before his first term ended in January 2021. Nearly half of adults described current economic conditions as &ldquo;poor.&rdquo; Today's show features:
<ul>
<li>Bloomberg Intelligence Senior REITs and Commercial Real Estate Analyst Jeffrey Langbaum on President Donald Trump&rsquo;s move to ban institutional investors from buying single-family homes</li>
<li>Bloomberg News Corporate and Economic Statecraft Reporter Joe Deaux on the US seizure of a Russia-flagged ship and renewed concerns about potential action toward Greenland</li>
<li>Francisco Rodriguez, Senior Research Fellow at the Center for Economic and Policy Research at the University of Denver&rsquo;s Josef Korbel School of International Studies, on the future of Venezuela&rsquo;s government and the administration of its oil assets</li>
<li>Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan on Warner Bros. Discovery&rsquo;s rejection of an amended takeover offer from Paramount Skydance and Versant&rsquo;s shares facing pressure after its spinoff from Comcast</li>
</ul>
&nbsp;

Trump Hits at Institutional Investors in Single-Family Homes

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c8333f23-dd8b-4611-beeb-b3cb017292b6/transcript

Fed Decision, Tech Earnings and Musk Versus Dimon

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