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

Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the Fed and the markets. Sara Lind, Co-Executive Director of Open Plans, discusses New York City congestion prices. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets.

Hosts: Paul Sweeney and Emily Graffeo

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the Fed and the markets. Sara Lind, Co-Executive Director of Open Plans, discusses New York City congestion prices. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. Hosts: Paul Sweeney and Emily Graffeo

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

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company 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

Walmart Profit Forecast Falls Short  on Slowing Growth

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ef927361-a63c-441e-89be-b28a011e6769/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses Larry Ellison throwing his personal fortune behind Paramount Skydance Corp.’s bid for Warner Bros. Discovery Inc., raising the stakes in a fiercely contested battle with Netflix Inc.

-Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, says that heading into the new year, the Federal Reserve may be about to pause interest-rate reductions to give it more time to assess additional data and to determine the next policy path now that rates are "within a range of plausible estimates of neutral" as Chair Jerome Powell said. 

-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses why cruise lines may edge out theme parks on 2026 cash-flow growth

-Brian Campbell, Leader of The Conference Board’s Governance & Sustainability Center discusses on new research on CEO turnover/firings, along with activist campaigns targeting CEOs 

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses Larry Ellison throwing his personal fortune behind Paramount Skydance Corp.&rsquo;s bid for Warner Bros. Discovery Inc., raising the stakes in a fiercely contested battle with Netflix Inc. -Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, says that heading into the new year, the Federal Reserve may be about to pause interest-rate reductions to give it more time to assess additional data and to determine the next policy path now that rates are "within a range of plausible estimates of neutral" as Chair Jerome Powell said.&nbsp; -Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses why cruise lines may edge out theme parks on 2026 cash-flow growth -Brian Campbell, Leader of The Conference Board&rsquo;s Governance &amp; Sustainability Center discusses on new research on CEO turnover/firings, along with activist campaigns targeting CEOs&nbsp;

Larry Ellison’s Guarantee Ups Warner Bros. Stakes to a New Level

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5a4b4d4e-34cd-467a-a8a7-b3bb011e3209/transcript

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

Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 50 companies to watch in 2026.
- Devon Pendelton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: “Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.”
- Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses ‘Ford’ announcing it will take $19.5 billion in charges tied to an overhaul of its electric vehicle business.
- Kristina Peterson,  Bloomberg News Food Industry Reporter, discusses Kraft Heinz tapping a new CEO.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses myeloma research.
- Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey job cuts.
-  Zeke Faux, Bloomberg Investigative Reporter, discusses the Bloomberg Big Take story: “A Shadowy Global Network Helped Trump Make Millions in Memecoins.”

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 Scarlet Fu. On this podcast: - Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 50 companies to watch in 2026. - Devon Pendelton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: &ldquo;Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.&rdquo; - Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses &lsquo;Ford&rsquo; announcing it will take $19.5 billion in charges tied to an overhaul of its electric vehicle business. - Kristina Peterson,&nbsp; Bloomberg News Food Industry Reporter, discusses Kraft Heinz tapping a new CEO. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses myeloma research. - Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey job cuts. -&nbsp; Zeke Faux, Bloomberg Investigative Reporter, discusses the Bloomberg Big Take story: &ldquo;A Shadowy Global Network Helped Trump Make Millions in Memecoins.&rdquo; 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.

BI Weekend: 50 Companies to Watch, Ford Charges, McKinsey Cuts 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9ca65085-e147-4868-b504-b3b8013b839b/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings.  Nike Inc. shares fell after the company warned that sales will decline this quarter amid persistent weakness in China and at its Converse brand. The world’s largest sportswear company expects revenue to be down in the low-single digits in the three months that started Dec. 1, a surprising turn after two straight periods of growth.

-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx Corp. offered investors a sign that Chief Executive Officer Raj Subramaniam’s turnaround plan may be worth the wait. The shipping titan raised the low end of its profit outlook for the year and reported earnings for the most recent quarter that topped Wall Street estimates, helped by volume and pricing gains in the US.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, recaps Carnival earnings. Carnival Corp. gave a better-than-expected profit outlook for next year and reinstated dividend payments, sending shares higher. The Miami-based company expects adjusted net income to rise about 12% in 2026, higher than the average analyst estimate of an 8.7% increase. Carnival also announced a quarterly dividend of 15 cents a share after payouts were discontinued in 2020.  

- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TikTok being bought by a group of buyers led by Oracle Corp, with the company and ByteDance signing binding agreements to create a US joint venture.

 

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. &nbsp;Nike Inc.&nbsp;shares fell after the company warned that sales will decline this quarter amid persistent weakness in China and at its Converse brand. The world&rsquo;s largest sportswear company expects revenue to be down in the low-single digits in the three months that started Dec. 1, a surprising turn after two straight periods of growth. -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx Corp. offered investors a sign that Chief Executive Officer Raj Subramaniam&rsquo;s turnaround plan may be worth the wait. The shipping titan raised the low end of its profit outlook for the year and reported earnings for the most recent quarter that topped Wall Street estimates, helped by volume and pricing gains in the US. -Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, recaps Carnival earnings. Carnival Corp.&nbsp;gave a better-than-expected profit outlook for next year and reinstated dividend payments, sending shares higher.&nbsp;The Miami-based company expects adjusted net income to rise about 12% in 2026, higher than the average analyst estimate of an 8.7% increase. Carnival also announced a quarterly dividend of 15 cents a share after payouts were discontinued in 2020. &nbsp; - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TikTok being bought by a group of buyers led by Oracle Corp, with the company and ByteDance signing binding agreements to create a US joint venture.
&nbsp;

Nike Sinks After China Sales Plunge, Delaying Turnaround 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b2c890e6-7fd4-4454-a99e-b3b80127f56c/transcript

Walmart Profit Forecast Falls Short on Slowing Growth

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