Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the Federal Reserve, interest rates, and the possibility of stagflation in the US. Anders Persson, CIO of Global Fixed Income at Nuveen, talks about markets and the Fed. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses stocks that performed well in 2020 during the pandemic but are now facing challenges. John Authers, Senior Editor with Bloomberg Opinion, discusses his column on the likeliness of the Fed engineering a soft landing. Hosted by Paul Sweeney and Kriti Gupta.

Danielle DiMartino Booth, CEO &amp; Chief Strategist at Quill Intelligence, LLC, discusses the Federal Reserve, interest rates, and the possibility of stagflation in the US. Anders Persson, CIO of Global Fixed Income at Nuveen, talks about markets and the Fed. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses stocks that performed well in 2020 during the pandemic but are now facing challenges. John Authers, Senior Editor with Bloomberg Opinion, discusses his column on the likeliness of the Fed engineering a soft landing. Hosted by Paul Sweeney and Kriti Gupta.

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

The Fed, Interest Rates, And Pandemic Darlings (Podcast)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e62df9d6-1c14-4cc8-8b84-ae8b0107c594/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, recaps Target earnings. Target Corp.'s comparable sales jumped 5.6% last quarter, the biggest increase since the end of 2021 and triple the gain analysts were expecting. The company raised its annual revenue guidance by 2 percentage points to about 4%, but executives warned of tougher comparisons and more cost challenges ahead.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX Earnings. TJX Cos. raised its sales growth expectations for the year as cautious shoppers spend on lower priced goods at the company's discount chains. The company's comparable sales from its stores and e-commerce sites are now seen expanding as much as 4%, up from previous guidance for an increase of as much as 3%.

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lowe's earnings. Lowe’s Cos. reported sales growth in the first quarter that just missed estimates, with comparable sales rising 0.6% during the period. The company kept its full-year outlook unchanged, citing productivity boosts from artificial intelligence, and expects to offset higher transportation costs through productivity initiatives.

-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses a jury rejecting Elon Musk's claims that OpenAI betrayed its mission to benefit the public by morphing into a for-profit business, finding that he waited too long to sue the company. The verdict is a major relief for OpenAI as it eyes a potential initial public offering, and Musk and his lawyers have vowed an  appeal.

 

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples &amp; Packaged Food, recaps Target earnings. Target Corp.'s comparable sales jumped 5.6% last quarter, the biggest increase since the end of 2021 and triple the gain analysts were expecting. The company raised its annual revenue guidance by 2 percentage points to about 4%, but executives warned of tougher comparisons and more cost challenges ahead. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX Earnings. TJX Cos. raised its sales growth expectations for the year as cautious shoppers spend on lower priced goods at the company's discount chains. The company's comparable sales from its stores and e-commerce sites are now seen expanding as much as 4%, up from previous guidance for an increase of as much as 3%. -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lowe's earnings. Lowe&rsquo;s Cos. reported sales growth in the first quarter that just missed estimates, with comparable sales rising 0.6% during the period. The company kept its full-year outlook unchanged, citing productivity boosts from artificial intelligence, and expects to offset higher transportation costs through productivity initiatives. -Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses a jury rejecting Elon Musk's claims that OpenAI betrayed its mission to benefit the public by morphing into a for-profit business, finding that he waited too long to sue the company. The verdict is a major relief for OpenAI as it eyes a potential initial public offering, and Musk and his lawyers have vowed an&nbsp; appeal.
&nbsp;

Target Tempers Expectations After Best Sales Gain in Years

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d82f247f-bf43-477a-a6e9-b4500116c98c/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Sales at Home Depot locations open at least a year rose 0.6% during the three months ended May 3, slightly below analysts' estimates. Home Depot's business has been hit by elevated interest rates and high housing prices, leading Americans to take on smaller projects instead of extensive remodels.

-Caroline Hyde, BTech Co-Anchor, discusses top tech stories. Meta Platforms is reassigning workers to new jobs related to artificial intelligence as part of a broad corporate restructuring. Alphabet's Google agreed to create an artificial intelligence cloud business with Blackstone Inc.

-Riley Griffin, Bloomberg Tech Reporter, discusses the Bloomberg Big Take story: “Meta’s $200 Billion Data Center Rises From the Bayou.” Meta’s $50 billion "Project Sucre" data center is rapidly transforming Richland Parish, Louisiana—one of the nation's poorest regions—into a massive construction hub the size of Manhattan. 

-Brendan Greeley, Author of  "The Almighty Dollar: 500 Years of the World's Most Powerful Money" and contributing editor at the Financial Times, discusses his new book. In THE ALMIGHTY DOLLAR, Financial Times journalist and Princeton financial historian Brendan Greeley argues that the dollar is not fundamentally a U.S. creation or a state-controlled currency.

Watch Paul and Scarlet LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Sales at Home Depot locations open at least a year rose 0.6% during the three months ended May 3, slightly below analysts' estimates. Home Depot's business has been hit by elevated interest rates and high housing prices, leading Americans to take on smaller projects instead of extensive remodels. -Caroline Hyde, BTech Co-Anchor, discusses top tech stories. Meta Platforms is reassigning workers to new jobs related to artificial intelligence as part of a broad corporate restructuring. Alphabet's Google agreed to create an artificial intelligence cloud business with Blackstone Inc. -Riley Griffin, Bloomberg Tech Reporter, discusses the Bloomberg Big Take story: &ldquo;Meta&rsquo;s $200 Billion Data Center Rises From the Bayou.&rdquo; Meta&rsquo;s $50 billion "Project Sucre" data center is rapidly transforming Richland Parish, Louisiana&mdash;one of the nation's poorest regions&mdash;into a massive construction hub the size of Manhattan. -Brendan Greeley, Author of&nbsp; "The Almighty Dollar: 500 Years of the World's Most Powerful Money" and contributing editor at the Financial Times, discusses his new book. In THE ALMIGHTY DOLLAR, Financial Times journalist and Princeton financial historian Brendan Greeley argues that the dollar is not fundamentally a U.S. creation or a state-controlled currency.

Home Depot’s Sales Fall Short on Lackluster Housing Recovery  

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0661f6e2-70f4-46b5-85d2-b44f0118ca6d/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Emily Forgash, Bloomberg Energy Reporter, discusses NextEra Energy agreeing to pay about $67 billion in stock for Dominion Energy in the biggest power acquisition ever, creating a giant utility extending from Florida to the artificial intelligence data centers clustered in Virginia.

-Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses 13F filings. According to Bloomberg Intelligence: Berkshire Hathaway's first 13F under CEO Greg Abel suggest more willingness to commit to tech stocks than under Warren Buffett, with the purchase of roughly $12.5 billion in Alphabet stock. This is likely to add volatility but add exposure to potential gains from AI and other emerging technologies. 

-Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses a recent survey from Bloomberg Intelligence on the transition to Kevin Warsh as Fed Chair. According to BI: A significant majority of market participants expect the Treasury yield curve to steepen as Kevin Warsh takes the helm of the Fed. This appears to be the result of a similar share seeing Warsh as relatively dovish compared with his predecessor, Jerome Powell, though not an outright dove. Respondents see scope for eventual shifts in the Fed's policy framework, yet assign low odds to a $1 trillion-plus balance-sheet reduction.

Watch Paul and Scarlet LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Emily Forgash, Bloomberg Energy Reporter, discusses NextEra Energy agreeing to pay about $67 billion in stock for Dominion Energy in the biggest power acquisition ever, creating a giant utility extending from Florida to the artificial intelligence data centers clustered in Virginia. -Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&amp;C Insurance, discusses 13F filings. According to Bloomberg Intelligence: Berkshire Hathaway's first 13F under CEO Greg Abel suggest more willingness to commit to tech stocks than under Warren Buffett, with the purchase of roughly $12.5 billion in Alphabet stock. This is likely to add volatility but add exposure to potential gains from AI and other emerging technologies. -Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses a recent survey from Bloomberg Intelligence on the transition to Kevin Warsh as Fed Chair. According to BI: A significant majority of market participants expect the Treasury yield curve to steepen as Kevin Warsh takes the helm of the Fed. This appears to be the result of a similar share seeing Warsh as relatively dovish compared with his predecessor, Jerome Powell, though not an outright dove. Respondents see scope for eventual shifts in the Fed's policy framework, yet assign low odds to a $1 trillion-plus balance-sheet reduction.

NextEra to Buy Dominion for $67 Billion to Create U.S Power Giant

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ee0e4994-3a7d-45e2-91b7-b44e011176a1/transcript

The Fed, Interest Rates, And Pandemic Darlings (Podcast)

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