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

Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the impact of Donald Trump’s tariffs. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Bryan Whalen, CIO & Generalist Portfolio Manager at TCW's Fixed Income Group, gives his outlook for the markets,

Hosts: Paul Sweeney and Alix Steel

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the impact of Donald Trump&rsquo;s tariffs. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Bryan Whalen, CIO &amp; Generalist Portfolio Manager at TCW's Fixed Income Group, gives his outlook for the markets, Hosts: Paul Sweeney and Alix Steel

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

US Tariffs on Mexico Delayed 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/25d5bddb-e2f6-4723-8212-b2790120ff2d/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 Isabelle Lee

-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses Morgan Stanley eliminating about 3% of its global workforce, targeting employees in its investment-banking and trading businesses as well as the wealth and asset-management operations.

-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings. Broadcom Chief Executive Officer Hock Tan said the company expects its AI chip sales to top $100 billion next year, marking major inroads into territory dominated by Nvidia.

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Anthropic resuming talks with the Pentagon about the way its AI models are used by the US military, raising the possibility that the two sides can resolve a feud that’s transfixed Silicon Valley.

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses earnings from Krogers and BJ's Wholesale. Kroger's new CEO Greg Foran laid out a value-focused vision to boost top-line growth by taking out costs and using that capital on price investments and customer experience. BJ’s Wholesale reported adjusted earnings per share guidance for fiscal 2027 that missed the average analyst estimate.

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 Isabelle Lee -Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses Morgan Stanley eliminating about 3% of its global workforce, targeting employees in its investment-banking and trading businesses as well as the wealth and asset-management operations. -Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings. Broadcom Chief Executive Officer&nbsp;Hock Tan&nbsp;said the company expects its AI chip sales to top $100 billion next year, marking major inroads into territory dominated by&nbsp;Nvidia. -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Anthropic resuming talks with the Pentagon about the way its AI models are used by the US military, raising the possibility that the two sides can resolve a feud that&rsquo;s transfixed Silicon Valley. -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples &amp; Packaged Food, discusses earnings from Krogers and BJ's Wholesale. Kroger's new CEO Greg Foran laid out a value-focused vision to boost top-line growth by taking out costs and using that capital on price investments and customer experience. BJ&rsquo;s Wholesale&nbsp;reported adjusted earnings per share guidance for fiscal 2027 that missed the average analyst estimate.

Morgan Stanley Cuts Jobs Across All of Its Business Lines 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b1f3b633-62ae-4357-9f24-b4040124aef2/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 Alexandra Semenova

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps CrowdStrike earnings. CrowdStrike  projected quarterly sales that were roughly in line with analysts’ estimates, signaling steady demand in an era when artificial intelligence has heightened concerns over cybersecurity threats.

-Vlad Rikhter, CEO of Fencer, discusses AI and why OpenAI Chief Executive Officer Sam Altman said the company's rush to forge a deal with the Defense Department looked "opportunistic and sloppy". The remarks follow an announcement late Friday that Altman had reached an agreement to let the Pentagon deploy OpenAI’s artificial intelligence models in its classified network.

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses why Paramount Skydance’s acquisition of Warner Bros Discovery will trigger a media reranking and strategic sector reset. Bloomberg Intelligence expects the industry to consolidate around three dominant players: Disney, Paramount and Netflix, leaving Comcast subscale and making further M&A likely.

-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bath and Body Works earnings. Bath & Body Works, said sales will decline less than analysts expect, a sign that the home products retailer’s transformation plan, which includes selling its products on Amazon.com Inc.’s web store, is starting to take shape.

Watch Scarlet and Paul LIVE every day on YouTube:&nbsp;<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 Alexandra Semenova -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, recaps CrowdStrike earnings. CrowdStrike &nbsp;projected quarterly sales that were roughly in line with analysts&rsquo; estimates, signaling steady demand in an era when artificial intelligence has heightened concerns over cybersecurity threats. -Vlad Rikhter, CEO of Fencer, discusses AI and why OpenAI Chief Executive Officer Sam Altman said the company's rush to forge a deal with the Defense Department looked "opportunistic and sloppy". The remarks follow an announcement late Friday that Altman had reached an agreement to let the Pentagon deploy OpenAI&rsquo;s artificial intelligence models in its classified network. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses why Paramount Skydance&rsquo;s acquisition of Warner Bros Discovery will trigger a media reranking and strategic sector reset. Bloomberg Intelligence expects the industry to consolidate around three dominant players: Disney, Paramount and Netflix, leaving Comcast subscale and making further M&amp;A likely. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bath and Body Works earnings. Bath &amp; Body Works, said sales will decline less than analysts expect, a sign that the home products retailer&rsquo;s transformation plan, which includes selling its products on Amazon.com Inc.&rsquo;s web store, is starting to take shape.

CrowdStrike Issues Sales Outlook Meeting Wall Street Views 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/56179c18-a981-413c-a595-b403012609ce/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 Isabelle Lee

- Emily Cohn, Bloomberg Consumer Team Leader, discusses Target earnings. Target forecasted better-than-expected profit for the full year, indicating the big-box retailer’s turnaround plans are starting to generate results.

- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses why the US-led attack on Iran heightens near-term risk for e-commerce, threatening both shipping reliability and consumer demand.

- Kirsten Fontenrose, Senior Fellow at the Atlantic Council, discusses the latest out of the Middle East. The US-Israeli war on Iran reverberated across the region for a fourth day, with oil and gas prices surging and the world adjusting to a conflict that President Donald Trump has said could last for weeks. 

- Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses why congressional war powers votes aimed at blocking President Donald Trump from further military action in Iran will likely fail. Yet bipartisan dissent could hasten an endgame and lower disruption risks for airlines, energy and shipping.

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 Isabelle Lee - Emily Cohn, Bloomberg Consumer Team Leader, discusses Target earnings. Target forecasted better-than-expected profit for the full year, indicating the big-box retailer&rsquo;s turnaround plans are starting to generate results. - Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses why the US-led attack on Iran heightens near-term risk for e-commerce, threatening both shipping reliability and consumer demand. - Kirsten Fontenrose, Senior Fellow at the Atlantic Council, discusses the latest out of the Middle East. The US-Israeli war on Iran reverberated across the region for a fourth day, with oil and gas prices surging and the world adjusting to a conflict that President&nbsp;Donald Trump&nbsp;has said could last for weeks.&nbsp; - Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses why congressional war powers votes aimed at blocking President Donald Trump from further military action in Iran will likely fail. Yet bipartisan dissent could hasten an endgame and lower disruption risks for airlines, energy and shipping.

Target Surprises With Upbeat Forecast on Improving Demand 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a1eb636f-786c-4758-8a09-b4020122a386/transcript

US Tariffs on Mexico Delayed

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