Matt Gertken, Geopolitical Strategist at BCA Research, discusses the conflict between the US and China. Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses why the yuan drop is due to market forces, not manipulation. Ben Breitholtz, Data Scientist for Arbor Data Science, discusses how Trumpian uncertainty has become a real problem and a new leading indicator. Frank Wilkinson, Bloomberg Opinion editor, and Anna Edgerton, Bloomberg Congressional reporter, on the Trump Administration and Congressional reaction to the mass shootings. Hosted by Lisa Abramowicz and Paul Sweeney. 

Matt Gertken, Geopolitical Strategist at BCA Research, discusses the conflict between the US and China. Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses why the yuan drop is due to market forces, not manipulation. Ben Breitholtz, Data Scientist for Arbor Data Science, discusses how Trumpian uncertainty has become a real problem and a new leading indicator. Frank Wilkinson, Bloomberg Opinion editor, and Anna Edgerton, Bloomberg Congressional reporter, on the Trump Administration and Congressional reaction to the mass shootings. Hosted by Lisa Abramowicz and Paul Sweeney.

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Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze markets, companies and industries.

Bloomberg Intelligence

China Saber-Rattling Likely, As Trade Tensions Escalate

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8f1f7a59-fedb-481c-8a62-ae3c005263c8/transcript

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu 

--Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Apple earnings and tech. Apple Inc. tumbled after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated.

-Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses Chevron earnings. ExxonMobil and Chevron plowed profits into debt reduction rather than huge buyback increases due to caution about the duration of war-driven price rallies. The biggest US oil companies more than doubled second-quarter net income due to global energy market disruptions stemming from conflicts in the Persian Gulf and Russia.

-Randall Williams, Bloomberg Business of Sports Reporter, discusses the top business sports stories. UEFA approved a boycott of FIFA tournaments if President Gianni Infantino proceeds with his plans to sell stakes in a new commercial entity to investors. FIFA will proceed with plans to privatize its commercial business, despite threats from regional footballing organizations in Europe, Asia and North America that they could boycott the World Cup. Separately, Randall talks about his conversation with Washington Commanders President Mark Clouse.

 

 

 

 

 

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu&nbsp; --Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Apple earnings and tech. Apple Inc. tumbled after component shortages weighed on the company&rsquo;s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. -Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil &amp; Gas, discusses Chevron earnings. ExxonMobil and Chevron plowed profits into debt reduction rather than huge buyback increases due to caution about the duration of war-driven price rallies. The biggest US oil companies more than doubled second-quarter net income due to global energy market disruptions stemming from conflicts in the Persian Gulf and Russia. -Randall Williams, Bloomberg Business of Sports Reporter, discusses the top business sports stories. UEFA approved a boycott of FIFA tournaments if President Gianni Infantino proceeds with his plans to sell stakes in a new commercial entity to investors. FIFA will proceed with plans to privatize its commercial business, despite threats from regional footballing organizations in Europe, Asia and North America that they could boycott the World Cup. Separately, Randall talks about his conversation with Washington Commanders President Mark Clouse.
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Apple Slides Most Since 2025 After Supply Shortages Hurt Outlook 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b180b863-f10f-41cf-b36b-b4980112ace8/transcript

Apple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. Revenue will rise 9% to 11% in the fiscal fourth quarter, which runs through September, the company said on a post-earnings conference call Thursday. Analysts had estimated growth of more than 12%.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Ed Ludlow, Bloomberg Tech co-host
Anurag Rana, Bloomberg Intelligence Senior Technology Analyst
Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech

Apple tumbled in late trading after component shortages weighed on the company&rsquo;s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated.&nbsp;Revenue will rise 9% to 11% in the fiscal fourth quarter, which runs through September, the company said on a post-earnings conference call Thursday. Analysts had estimated growth of more than 12%.
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
<ul>
<li>Ed Ludlow, Bloomberg Tech co-host</li>
<li>Anurag Rana, Bloomberg Intelligence Senior Technology Analyst</li>
<li>Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech</li>
</ul>

Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2a059c07-8c49-4a63-9418-b4970169c2ed/transcript

Amazon.com reported cloud-computing revenue that beat analyst estimates, with booming demand for artificial intelligence services accelerating sales for the fifth straight quarter. Revenue jumped 37% to $42.2 billion at Amazon Web Services, which generates about a fifth of the company’s revenue and most of its operating profit, the company said Thursday in a statement. It was the fastest pace of growth since the fourth quarter of 2021. Analysts, on average, forecast sales of $40.6 billion, according to data compiled by Bloomberg.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Ed Ludlow, Bloomberg Tech co-host
Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure
Anurag Rana, Bloomberg Intelligence Senior Technology Analyst

Amazon.com reported cloud-computing revenue that beat analyst estimates, with booming demand for artificial intelligence services accelerating sales for the fifth straight quarter. Revenue jumped 37% to $42.2 billion at Amazon Web Services, which generates about a fifth of the company&rsquo;s revenue and most of its operating profit, the company said Thursday in a&nbsp;statement. It was the fastest pace of growth since the fourth quarter of 2021. Analysts, on average, forecast sales of $40.6 billion, according to data compiled by Bloomberg. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
<ul>
<li>Ed Ludlow, Bloomberg Tech co-host</li>
<li>Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure</li>
<li>Anurag Rana, Bloomberg Intelligence Senior Technology Analyst</li>
</ul>

Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5e1baea5-ca03-4dfd-bcd9-b49701563158/transcript

China Saber-Rattling Likely, As Trade Tensions Escalate

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