Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down 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: The Fed Decides

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fa1619ea-4513-4420-8fbc-b18d013844e3/transcript

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

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta Platforms being set to become one of the world’s biggest corporate buyers of nuclear power, striking a series of deals to purchase electricity from existing plants and support new reactor projects.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses why U.S restaurant sales look set to rebound. BI’s US restaurant same-store sales fell 1.1% in December as cold, snow and a 25-year high in flu cases weighed on traffic, but BI’s 2026 outlook remains bright as the industry laps severe 1Q25 weather, flu disruptions, tariffs and the government shutdown.

-Craig Trudell, Bloomberg Global Autos Editor, discusses autos. General Motors will take another $6 billion in charges tied to production cutbacks in its electric vehicle and battery operations as the financial fallout spreads from the weakening US market for EVs. The announcement Thursday brings the total writedowns from GM’s huge bet on battery-electric cars to $7.6 billion, following smaller charges revealed in October.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta Platforms being set to become one of the world&rsquo;s biggest corporate buyers of nuclear power, striking a series of deals to purchase electricity from existing plants and support new reactor projects. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses why U.S restaurant sales look set to rebound. BI&rsquo;s US restaurant same-store sales fell 1.1% in December as cold, snow and a 25-year high in flu cases weighed on traffic, but BI&rsquo;s 2026 outlook remains bright as the industry laps severe 1Q25 weather, flu disruptions, tariffs and the government shutdown. -Craig Trudell, Bloomberg Global Autos Editor, discusses autos. General Motors will take another $6 billion in charges tied to production cutbacks in its electric vehicle and battery operations as the financial fallout spreads from the weakening US market for EVs. The announcement Thursday brings the total writedowns from GM&rsquo;s huge bet on battery-electric cars to $7.6 billion, following&nbsp;smaller charges&nbsp;revealed in October.

Meta Signs Multi-Gigawatt Nuclear Deals for AI Data Centers 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5e24b727-b3e5-4ade-af51-b3cd012583eb/transcript

Instant Reaction: The Fed Decides

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