Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance 

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: <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

Instant Reaction: Jay Powell on Fed Policy

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

Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova

-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses earnings from JPMorganChase. JPMorgan Chase & Co.'s investment-banking fees fell in the fourth quarter, missing the firm's own guidance from last month as revenue from underwriting and advising on mergers declined.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Alphabet’s Google confirming that it has entered a multiyear deal with Apple to power the iPhone maker’s artificial intelligence technology, including the Siri voice assistant.  Bloomberg reported late last year that the two companies were finalizing such a deal, with Apple planning to pay about $1 billion a year.

-Travis Hess, CEO of Commerce, discusses how AI is changing shopping. He discusses how retailers are rethinking discovery, checkout, and payments. He also broke down the biggest AI and retail trends he’s seeing.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airline earnings.  Delta Air Lines provided a profit forecast that fell short of Wall Street estimates, with the major US airline taking a more cautious view for 2026 after the aviation industry emerged from a volatile year. Delta plans to invest in its fleet, including a landmark order of 30 Boeing 787 Dreamliner jets with options for another 30, to rejuvenate its widebody fleets that serve on long-haul routes.

 

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova -Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses earnings from JPMorganChase. JPMorgan Chase &amp; Co.'s investment-banking fees fell in the fourth quarter, missing the firm's own guidance from last month as revenue from underwriting and advising on mergers declined. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses&nbsp;Alphabet&rsquo;s Google confirming that it has entered a multiyear deal with Apple to power the iPhone maker&rsquo;s artificial intelligence technology, including the Siri voice assistant.&nbsp; Bloomberg reported late last year that the two companies were finalizing such a deal, with Apple planning to pay about $1 billion a year. -Travis&nbsp;Hess, CEO of Commerce, discusses how AI is changing shopping. He discusses how retailers are rethinking discovery, checkout, and payments. He also broke down the biggest AI and retail trends he&rsquo;s seeing. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses Delta Airline earnings. &nbsp;Delta Air Lines&nbsp;provided a profit forecast that fell short of Wall Street estimates, with the major US airline taking a more cautious view for 2026 after the aviation industry emerged from a volatile year.&nbsp;Delta plans to invest in its fleet, including a landmark order of 30 Boeing 787 Dreamliner jets with options for another 30, to rejuvenate its widebody fleets that serve on long-haul routes.
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JPMorgan Investment-Banking Fees Drop on Underwriting Miss 

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

Bloomberg Intelligence hosted by Scarlet Fu, Alex Semenova, and John Tucker

-Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump calling on credit-card companies to cap interest rates at 10% for a year. It’s a move that could wipe out billions in profits for the banking industry.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon Athletica seeing fourth-quarter sales at the higher end of its guidance. It’s a sign that the yogawear company is regaining some momentum following a series of disappointing results. 

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Nvidia planning to invest $1 billion over five years in a new laboratory with Eli Lilly, aiming to speed up the use of artificial intelligence in the pharmaceutical industry.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance ratcheting up the stakes in the monthslong battle for Warner Bros. Discovery, saying it plans to nominate directors to the board to thwart a merger with Netflix.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu, Alex Semenova, and John Tucker -Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump calling on credit-card companies to cap interest rates at 10% for a year. It&rsquo;s a move that could wipe out billions in profits for the banking industry. -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon Athletica seeing fourth-quarter sales at the higher end of its guidance. It&rsquo;s a sign that the yogawear company is regaining some momentum following a series of disappointing results.&nbsp; -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Nvidia planning to invest $1 billion over five years in a new laboratory with Eli Lilly, aiming to speed up the use of artificial intelligence in the pharmaceutical industry. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance ratcheting up the stakes in the monthslong battle for Warner Bros. Discovery, saying it plans to nominate directors to the board to thwart a merger with Netflix.

Capital One, Amex Shares Sink on Trump’s Credit-Card Threat 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/99fe033f-44b6-4720-8d50-b3d0012dd529/transcript

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

Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Mickey Down and Konrad Kay, co-creators, Writers and Executive Producers of the HBO show “Industry” discuss season 4.
- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses how the run-up to the Superbowl on February 8th could be a key window for sports betting companies like DraftKings and FanDuel.
- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Nike’s turnaround is taking shape in North America.
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses his 2026 airline outlook. 
- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses research on cruise lines versus theme parks in 2026.
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why Amazon Web Services Growth could pickup in 2026.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

 

 

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp; Hosts: Paul Sweeney and Scarlet Fu. On this podcast: - Mickey Down and Konrad Kay, co-creators, Writers and Executive Producers of the HBO show &ldquo;Industry&rdquo; discuss season 4. - Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses how the run-up to the Superbowl on February 8th could be a key window for sports betting companies like DraftKings and FanDuel. - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Nike&rsquo;s turnaround is taking shape in North America. - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses his 2026 airline outlook. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses research on cruise lines versus theme parks in 2026. - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why Amazon Web Services Growth could pickup in 2026. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.
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BI Weekend: Nike Turnaround, Airlines Outlook, AWS Growth 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e9c2a241-8e11-40c7-bdfa-b3cd013e7c7f/transcript

Instant Reaction: Jay Powell on Fed Policy

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