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

Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses her outlook for the markets. Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses the US Justice Department investigating UnitedHealth Group’s Medicare billing practices. Enda Curran, Bloomberg Global Economy Reporter, discusses President Donald Trump’s growing focus on tariffs.

Hosts: Paul Sweeney and Emily Graffeo

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Katy Kaminski, Chief Research Strategist at&nbsp;AlphaSimplex, discusses her outlook for the markets. Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses the US Justice Department investigating UnitedHealth Group&rsquo;s Medicare billing practices. Enda Curran, Bloomberg Global Economy Reporter, discusses President Donald Trump&rsquo;s growing focus on tariffs. Hosts: Paul Sweeney and Emily Graffeo

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: http://bit.ly/3vTiACF.

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

Consumer Sentiment Data, Trump Tariffs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c2c4dbd3-9370-4dd7-8f78-b28b0122e22a/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova

-Katherine Chiglinsky, Bloomberg US Finance Team Leader, discusses Treasury Secretary Scott Bessent and Fed Chair Jay Powell summoning Wall Street leaders to an urgent meeting on concerns that the latest AI model from Anthropic PBC will usher in an era of greater cyber risk.

- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the latest on Nike’s recovery.
According to Bloomberg Intelligence: Nike’s turnaround is taking longer than initially expected though it's coming into clearer focus, with momentum building in North America and a defined roadmap for China.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, discusses how the auto industry is being impacted by the Iran war. According to Bloomberg Intelligence: The Iran war could add as much as $385 per vehicle in aluminum-related cost pressure, though that impact alone is manageable.EV makers such as Tesla, Rivian and Lucid face greater exposure than GM and Ford because battery electric vehicles use 50-75% more aluminum.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova -Katherine Chiglinsky, Bloomberg US Finance Team Leader, discusses Treasury Secretary Scott Bessent and Fed Chair Jay Powell summoning Wall Street leaders to an urgent meeting on concerns that the latest AI model from Anthropic PBC will usher in an era of greater cyber risk. - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the latest on Nike&rsquo;s recovery. According to Bloomberg Intelligence: Nike&rsquo;s turnaround is taking longer than initially expected though it's coming into clearer focus, with momentum building in North America and a defined roadmap for China. -Steve Man, Bloomberg Intelligence Global Autos and Industrials Analyst, discusses how the auto industry is being impacted by the Iran war. According to Bloomberg Intelligence: The Iran war could add as much as $385 per vehicle in aluminum-related cost pressure, though that impact alone is manageable.EV makers such as Tesla, Rivian and Lucid face greater exposure than GM and Ford because battery electric vehicles use 50-75% more aluminum.

Anthropic Model Scare Sparks Bessent, Powell Warning to Bank CEOs 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c0e6790d-5e11-406c-a00d-b428010f82bd/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

-Randall Williams, Bloomberg Business of Sports Reporter, discusses news that the US Justice Department has opened an investigation into whether the National Football League is engaging in anticompetitive tactics that drive up the cost for consumers of watching games. That’s according to a person familiar with the matter. The Wall Street Journal reported earlier on the opening of the investigation.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses recent news of the DOJ’s NFL probe. She also discusses a recent report that Walt Disney is planning job cuts under its’ new CEO.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon CEO Andy Jassy’s letter to shareholders. He also discusses CoreWeave striking a $21 billion deal to supply computing power to Meta Platforms through 2032.

-Redd Brown, Bloomberg Consumer Reporter, discusses earnings from Constellation Brands.  Constellation Brands projected slower-than-expected growth for its beer business this year, renewing concern that declines in alcohol consumption have yet to hit their floor. 

Watch Scarlet and Paul LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee -Randall Williams, Bloomberg Business of Sports Reporter, discusses news that the US Justice Department has opened an investigation into whether the National Football League is engaging in anticompetitive tactics that drive up the cost for consumers of watching games. That&rsquo;s according to a person familiar with the matter. The Wall Street Journal&nbsp;reported earlier&nbsp;on the opening of the investigation. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses recent news of the DOJ&rsquo;s NFL probe. She also discusses a recent report that Walt Disney is planning job cuts under its&rsquo; new CEO. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon CEO Andy Jassy&rsquo;s letter to shareholders. He also discusses CoreWeave striking a $21 billion deal to supply computing power to Meta Platforms through 2032. -Redd Brown, Bloomberg Consumer Reporter, discusses earnings from Constellation Brands. &nbsp;Constellation Brands projected slower-than-expected growth for its beer business this year, renewing concern that declines in alcohol consumption have yet to hit their floor.&nbsp;

DOJ Opens Probe Into NFL’s Sports TV Deals 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/73db7d7f-62c9-4d47-af36-b4270114af3d/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from Delta Airlines. Delta Air Lines expects to incur more than $2 billion in higher fuel costs through June because of the Iran war. The increase in fuel prices is forcing carriers to weigh how much of the higher expense they can pass on through fares without dampening bookings.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Levi Strauss. Levi Strauss & Co. raised its projections for the year after reporting better-than-expected quarterly results, citing strong demand in all regions.

-Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses SpaceX’s planned IPO. Elon Musk is racing toward an initial public offering for SpaceX that could value it at around $2 trillion, despite the company's core business not changing much. Musk's attempt to capitalize on AI-related hype has led to a significant increase in SpaceX's valuation, with the company's revenue "approaching $20 billion" and its satellite internet service provider Starlink growing.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses earnings from Delta Airlines. Delta Air Lines expects to incur more than $2 billion in higher fuel costs through June because of the Iran war. The increase in fuel prices is forcing carriers to weigh how much of the higher expense they can pass on through fares without dampening bookings. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Levi Strauss. Levi Strauss &amp; Co. raised its projections for the year after reporting better-than-expected quarterly results, citing strong demand in all regions. -Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses SpaceX&rsquo;s planned IPO. Elon Musk is racing toward an initial public offering for SpaceX that could value it at around $2 trillion, despite the company's core business not changing much. Musk's attempt to capitalize on AI-related hype has led to a significant increase in SpaceX's valuation, with the company's revenue "approaching $20 billion" and its satellite internet service provider Starlink growing.

Delta Predicts $2 Billion Fuel Hit With CEO Cautious on Outlook 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/585ba9a4-4d06-4965-ae49-b426010f0565/transcript

Consumer Sentiment Data, Trump Tariffs

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