Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Scarlet Fu and Isabelle Lee
-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Estée Lauder and Puig ending merger talks. Estée Lauder said it remains focused on its Beauty Reimagined strategy.
-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses SpaceX’s IPO.
According to Bloomberg Intelligence: SpaceX dominates global spaceflight, but most missions support its own satellite-internet business rather than external customers, slowing launch-revenue growth in 2026 despite a $4.1 billion base in 2025.
-Liz Hart, President of Leasing for North America at Newmark, discusses the state of commercial real estate. Topics include economic uncertainty, consumer sentiment, and office space.

Warsh Says Inflation Isn’t Slowing, Vows to Reach 2% Target
15:10

Salesforce Jumps Most Since 2020 on Outlook, Anthropic Deal
21:35

Meta Says It Will Pay Up to $18 Billion Over Social Media Claims
25:02