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A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025

Featuring:

Terry Haines, Founder at Pangea Policy

Gautam Mukunda, professor at Yale School of Management

Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics

Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. A special edition of Bloomberg Surveillance hosted by Tom Keene &amp; David Gura, January 14th, 2025 Featuring: Terry Haines, Founder at Pangea Policy Gautam Mukunda, professor at Yale School of Management Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics

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

Senate Confirmation Hearings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b62f7918-99cb-4e8a-8f10-b26501259259/transcript

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, to recap Micron earnings.
Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on earnings from Darden Restaurants
Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, to preview FedEx earnings.
Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, on U.S eco/Fed. 

Market news and in-depth company research.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
<ul>
<li>Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, to recap Micron earnings.</li>
<li>Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on earnings from Darden Restaurants</li>
<li>Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, to preview FedEx earnings.</li>
<li>Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, on U.S eco/Fed.&nbsp;</li>
</ul>

Micron’s Capital Spending Growth Overshadows Booming Sales

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7c94f247-7517-448a-ab67-b412010b67a2/transcript

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica forecasted a second-straight year of profit declines and its sales forecast missed the average of estimates compiled by Bloomberg.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. Macy’s shares rose after the company forecasted stronger-than-expected sales in the current quarter, a sign that its fiscal year is off to a solid start as middle- and higher-income households continue to spend.

-Diana Gomes, Bloomberg Intelligence Senior Equity Analyst, discusses Unilever  considering a separation of its food assets to focus on beauty, personal care and wellbeing brands. The company is studying options such as spinning off the food business as a whole, or keeping some marquee brands while separating the rest.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. General Mills reported results for last quarter that missed Wall Street projections, weighed down by a decision to lower prices. The company said sales declines in North America for the current quarter were largely in line with internal expectations after shaving prices across two-thirds of its portfolio and divesting its yogurt business.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Lululemon Athletica forecasted a second-straight year of profit declines and its sales forecast missed the average of estimates compiled by Bloomberg. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. Macy&rsquo;s shares rose after the company forecasted stronger-than-expected sales in the current quarter, a sign that its fiscal year is off to a solid start as middle- and higher-income households continue to spend. -Diana Gomes, Bloomberg Intelligence Senior Equity Analyst, discusses Unilever &nbsp;considering a separation of its food assets to focus on beauty, personal care and wellbeing brands. The company is studying options such as spinning off the food business as a whole, or keeping some marquee brands while separating the rest. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. General Mills reported results for last quarter that missed Wall Street projections, weighed down by a decision to lower prices. The company said sales declines in North America for the current quarter were largely in line with internal expectations after shaving prices across two-thirds of its portfolio and divesting its yogurt business.

 Lululemon’s Disappointing Outlook Adds Urgency to CEO Search 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/03fb8229-b0ef-427d-8963-b41101107bfa/transcript

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses US airline executives seeing strong booking trends. Delta Air Lines Inc. and American Airlines Group Inc. reported strong sales, with American Airlines saying revenue in the quarter will rise more than 10% and Delta expecting sales to grow in the high single digits.

-Kristina Peterson, Bloomberg News Food Industry Reporter, discusses Kraft Heinz rolling out a series of healthier products to bolster some of its lagging brands, including a new high-protein Kraft Mac & Cheese and a low-sugar hydration beverage from Capri Sun. The company aims to provide "proof points" to customers and investors that Kraft Heinz can turn its business around by investing in product development and leaning into protein-heavy, better-for-you foods.

-Katherine Chiglinsky, Bloomberg US Finance Team Leader, discusses  Mastercard saying it will acquire the stablecoin infrastructure startup BVNK for as much as $1.8 billion, four months after negotiations between BVNK and Coinbase Global Inc. for a roughly $2 billion deal fell apart.

-Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the state of real estate. According to Bloomberg Intelligence: office demand's obituary is premature. Leasing is firm as companies expand in select gateway markets and concentrate in top-quality, transit-linked buildings, while return-to-office mandates rise and AI-related hiring offsets early efficiency gains.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses US airline executives seeing strong booking trends. Delta Air Lines Inc. and American Airlines Group Inc. reported strong sales, with American Airlines saying revenue in the quarter will rise more than 10% and Delta expecting sales to grow in the high single digits. -Kristina Peterson, Bloomberg News Food Industry Reporter, discusses Kraft Heinz rolling out a series of healthier products to bolster some of its lagging brands, including a new high-protein Kraft Mac &amp; Cheese and a low-sugar hydration beverage from Capri Sun. The company aims to provide "proof points" to customers and investors that Kraft Heinz can turn its business around by investing in product development and leaning into protein-heavy, better-for-you foods. -Katherine Chiglinsky, Bloomberg US Finance Team Leader, discusses &nbsp;Mastercard saying it will acquire the stablecoin infrastructure startup&nbsp;BVNK&nbsp;for as much as $1.8 billion, four months after negotiations between BVNK and&nbsp;Coinbase Global Inc.&nbsp;for a roughly $2 billion deal fell apart. -Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the state of real estate. According to Bloomberg Intelligence: office demand's obituary is premature. Leasing is firm as companies expand in select gateway markets and concentrate in top-quality, transit-linked buildings, while return-to-office mandates rise and AI-related hiring offsets early efficiency gains.

Delta Airlines More Upbeat for First Quarter Amid March Bookings 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/315368b6-b0ae-4e14-a496-b41001117a80/transcript

Senate Confirmation Hearings

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