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

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Alexis Christoforous and Alexandra Semenova

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick's Sporting Goods. Dick’s Sporting Goods Inc. forecast full-year sales growth across its namesake stores and the Foot Locker chain, a sign that the company’s efforts to turn around its new acquisition are making progress.

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Dollar General earnings. Dollar General forecast sales in-line with analyst estimates, slowing momentum for a company that had routinely been exceeding Wall Street expectations.  

-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, on Bloomberg Big Take story: "SpaceX IPO Lures Investors Into Murky Private Deals.” 
Financial elites are seeking access to special purpose vehicles to invest in private shares of companies like SpaceX and OpenAI, which could lead to significant returns if the companies go public.

 

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 Alexis Christoforous and Alexandra Semenova -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick's Sporting Goods. Dick&rsquo;s Sporting Goods Inc.&nbsp;forecast full-year sales growth across its namesake stores and the Foot Locker chain, a sign that the company&rsquo;s efforts to turn around its new acquisition are making progress. -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples &amp; Packaged Food, discusses Dollar General earnings. Dollar General forecast sales in-line with analyst estimates, slowing momentum for a company that had routinely been exceeding Wall Street expectations.&nbsp; -Bailey Lipschultz, Bloomberg News Senior Equities Reporter, on Bloomberg Big Take story: "SpaceX IPO Lures Investors Into Murky Private Deals.&rdquo; Financial elites are seeking access to special purpose vehicles to invest in private shares of companies like SpaceX and OpenAI, which could lead to significant returns if the companies go public.
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Dick’s Projects Sales Growth at Namesake Stores, Foot Locker 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/18ff3875-1f6b-45b0-a217-b40b01186048/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 Scarlet Fu, Tom Keene, and Matt Miller

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses news that Nvidia will invest $2 billion in Nebius Group as part of a strategic partnership to develop and build artificial intelligence data centers.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares soaring on Wednesday after the company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.

-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses  JPMorgan Chase restricting some lending to private credit funds after marking down the value of certain loans in their portfolios, the latest sign of stress in the $1.8 trillion industry.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses earnings from Campbell’s. Campbell’s cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. 

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 Scarlet Fu, Tom Keene, and Matt Miller -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses news that Nvidia will invest $2 billion in Nebius Group as part of a strategic partnership to develop and build artificial intelligence data centers. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares soaring on Wednesday after the company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. -Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses &nbsp;JPMorgan Chase restricting some lending to private credit funds after marking down the value of certain loans in their portfolios, the latest sign of stress in the $1.8 trillion industry. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses earnings from Campbell&rsquo;s. Campbell&rsquo;s cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods.&nbsp;

Nvidia Invests $2 Billion in Nebius for New Data Center Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f0a99cf8-0881-4129-979a-b40a011152e0/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 Scarlet Fu and John Tucker

-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Bill Ackman returning to the IPO market with a combined offering for his hedge fund manager and a new closed-end fund, Pershing Square USA. The initial public offering for Pershing Square would give investors stakes in Pershing Square, with every 100 shares of the closed-end fund IPO purchased receiving 20 shares in the management company.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s earnings. Kohl’s rebounded after the struggling department-store chain said it was pleased with its performance so far this year. The positive sentiment given on a call with analysts came after the retailer reported a bigger sales drop than expected last quarter and gave an outlook in-line with Wall Street estimates.

-Matthew Griffin, Bloomberg Equities Reporter, discusses the Bloomberg Big Take story: “Iran War, AI and Private Credit Shocks Press on Market Weakness.” 
The war in the Middle East has injected a new shock into the global economy, with oil prices skyrocketing and stock futures plunging before partially recovering. Multiple forces are creating new fragilities in global markets, including the emergence of AI, soured loans in the private-credit industry, a softening US job market, and stubbornly high inflation.

 

 

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 Scarlet Fu and John Tucker -Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Bill Ackman returning to the IPO market with a combined offering for his hedge fund manager and a new closed-end fund, Pershing Square USA. The initial public offering for Pershing Square would give investors stakes in Pershing Square, with every 100 shares of the closed-end fund IPO purchased receiving 20 shares in the management company. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl&rsquo;s earnings. Kohl&rsquo;s rebounded after the struggling department-store chain said it was pleased with its performance so far this year. The positive sentiment given on a call with analysts came after the retailer reported a bigger sales drop than expected last quarter and gave an outlook in-line with Wall Street estimates. -Matthew Griffin, Bloomberg Equities Reporter, discusses the Bloomberg Big Take story: &ldquo;Iran War, AI and Private Credit Shocks Press on Market Weakness.&rdquo; The war in the Middle East has injected a new shock into the global economy, with oil prices skyrocketing and stock futures plunging before partially recovering. Multiple forces are creating new fragilities in global markets, including the emergence of AI, soured loans in the private-credit industry, a softening US job market, and stubbornly high inflation.
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Ackman’s Pershing Square Seeks Up to $10 Billion in NYSE IPO 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ca65ba6e-bbf8-4bd7-b10e-b4090112dd1b/transcript

Senate Confirmation Hearings

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