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

Bloomberg Intelligence hosted by Paul Sweeney and Mike Regan


Cliff Kupchan, Chairman at Eurasia Group, discusses the latest out of Mideast US President Donald Trump signals he will give diplomacy a chance before deciding whether to strike Iran, saying he will make his decision within the next two weeks.


Liz Hart, President of Leasing for North America, joins to discuss the latest in the commercial real estate sector.


Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the latest Fed Meeting as well as Fed Reserve Governor Wallers recent comments. Federal Reserve Governor Christopher Waller said the central bank can lower interest rates as soon as next month.

Watch Alix and Paul LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
Bloomberg Intelligence hosted by Paul Sweeney and Mike Regan
 Cliff Kupchan, Chairman at Eurasia Group, discusses the latest out of Mideast US President Donald Trump signals he will give diplomacy a chance before deciding whether to strike Iran, saying he will make his decision within the next two weeks.
 Liz Hart, President of Leasing for North America, joins to discuss the latest in the commercial real estate sector.
 Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the latest Fed Meeting as well as Fed Reserve Governor Wallers recent comments. Federal Reserve Governor Christopher Waller said the central bank can lower interest rates as soon as next month.

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

Paul Sweeney harnesses the power of Bloomberg Intelligence to analyze market news and provide in-depth company and industry 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

Trump Hints He’ll Hold Off Iran Strike, Give Diplomacy Time

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/db319526-c85b-4956-b6c0-b3020116ff9e/transcript

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

Hosts: Paul Sweeney and John Tucker

On this podcast:

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings.
- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses BI’s “Deep Dive: Trump Antitrust Machine a Work in Progress.”
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Coreweave buying Core Scientific in all-stock transaction.
- Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla investor concerns about CEO Elon Musk’s new political party.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses what President Donald Trump’s tax bill means for pharma companies.
- Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the 3rd quarter of 2025.
- Mark Douglas, MNTN President and CEO, discusses the company’s recent IPO.

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 John Tucker On this podcast: - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses Delta Airlines earnings. - Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses BI&rsquo;s &ldquo;Deep Dive: Trump Antitrust Machine a Work in Progress.&rdquo; - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Coreweave buying Core Scientific in all-stock transaction. - Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla investor concerns about CEO Elon Musk&rsquo;s new political party. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses what President Donald Trump&rsquo;s tax bill means for pharma companies. - Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the 3rd quarter of 2025. - Mark Douglas, MNTN President and CEO, discusses the company&rsquo;s recent IPO. 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: Delta Earnings, Musk Party, 10 Companies to Watch in 3Q 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a1d3447c-2fc7-4ef5-a558-b3170139db20/transcript

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

Bloomberg Intelligence hosted by John Tucker and Isabelle Lee

-Crystal Tse, Bloomberg US Deals Reporter, discusses Performance Food Group  attracting takeover interest from US Foods Holding. It’s a potential deal that would create a food distribution company with combined sales of roughly $100 billion, people familiar with the matter said. 

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Levi Strauss. Levi Strauss raised its revenue outlook, expecting sales growth to outweigh the effect of President Donald Trump’s tariffs.

-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Bloomberg Intelligence’s midyear outlook for global communications and networking equipment. BI says that tariffs and economic uncertainty could trip up the global networking sector's 2H sales recovery and earnings momentum.

-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Bloomberg Intelligence’s deep dive into the $500 billion pet economy. BI analysis says people are humanizing their pets more than ever, a trend that will help global pet-industry sales increase as much as 36% to reach almost half a trillion dollars by the end of the decade.

Watch Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by John Tucker and Isabelle Lee -Crystal Tse, Bloomberg US Deals Reporter, discusses Performance Food Group &nbsp;attracting takeover interest from&nbsp;US Foods Holding. It&rsquo;s a potential deal that would create a food distribution company with combined sales of roughly $100 billion, people familiar with the matter said.&nbsp; -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Levi Strauss. Levi Strauss raised its revenue outlook, expecting sales growth to outweigh the effect of President Donald Trump&rsquo;s tariffs. -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Bloomberg Intelligence&rsquo;s midyear outlook for global communications and networking equipment. BI says that tariffs and economic uncertainty could trip up the global networking sector's 2H sales recovery and earnings momentum. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Bloomberg Intelligence&rsquo;s deep dive into the $500 billion pet economy. BI analysis says people are humanizing their pets more than ever, a trend that will help global pet-industry sales increase as much as 36% to reach almost half a trillion dollars by the end of the decade.

Performance Food Said to Get Takeover Interest From US Foods 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/771e8259-4ce3-4f45-b603-b31701195010/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and John Tucker

George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings. Delta Air Lines reinstated a profit outlook for the year, expecting an adjusted profit of $5.25 to $6.25 a share, and said travelers are coming back.

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest tech news. Nvidia became the first company in history to achieve a $4 trillion market valuation, cementing its status as a kingpin in the global financial market. Plus, Meta Platforms has made high compensation offers to new members of its "superintelligence" team, including a more than $200 million package for a former Apple distinguished engineer.

Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the latest retail and e-commerce news. Amazon expanded its annual Prime Day summer sale to four days from two, betting the extension would give shoppers more time to navigate the millions of deals on its web store. Momentum Commerce said its Amazon sales plunged 41% on Tuesday when compared with the start of Prime Day last year.

Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail discusses how Ralph Lauren is being impacted by tariffs. Ralph Lauren  Chief Executive Officer Patrice Louvet said demand for its signature clothing remains strong.

Watch Paul 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 John Tucker George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses Delta Airlines earnings. Delta Air Lines reinstated a profit outlook for the year, expecting an adjusted profit of $5.25 to $6.25 a share, and said travelers are coming back.
Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest tech news. Nvidia became the first company in history to achieve a $4 trillion market valuation, cementing its status as a kingpin in the global financial market. Plus, Meta Platforms has made high compensation offers to new members of its "superintelligence" team, including a more than $200 million package for a former Apple distinguished engineer. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the latest retail and e-commerce news. Amazon expanded its annual Prime Day summer sale to four days from two, betting the extension would give shoppers more time to navigate the millions of deals on its web store. Momentum Commerce said its Amazon sales plunged 41% on Tuesday when compared with the start of Prime Day last year. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail discusses how Ralph Lauren is being impacted by tariffs. Ralph Lauren &nbsp;Chief Executive Officer Patrice Louvet said demand for its signature clothing remains strong.

Delta Gives Upbeat Outlook as CEO Hails ‘Stable’ Environment 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/be6fb2b8-ac01-4165-be42-b31601119f49/transcript

Trump Hints He’ll Hold Off Iran Strike, Give Diplomacy Time

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