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Bloomberg Intelligence

Podcast Bloomberg Intelligence
Bloomberg
Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company and industry research. Watch us LIVE...

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5 of 3061
  • Trump Tariffs Shock Supply Chains
    Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are:Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses how tech companies are being impacted by Trump's tariffs. Apple is being heavily impacted by President Trump's new tariffs, which will affect its supply chain and manufacturing centers in several countries, including China, India, Vietnam, Malaysia, Thailand, and Ireland.Steve Man, Bloomberg Intelligence Global Autos and Research Analyst, discusses the impact of tariffs on autos companies. President Donald Trump's 25% tariffs on imported cars have taken effect, causing immediate fallout in the global auto industry, with companies like Stellantis, Ford, and Volkswagen taking measures to mitigate the impact. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses how shipping companies are being impacted by tariffs. Tariffs may push the truckload-rate recovery further out and earnings expectations lower for the year. Levies will disrupt freight demand, rates and the financial performance of truckload carriers like Knight-Swift, Werner and J.B. Hunt.Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses tariff impact on retail companies. Efforts to keep costs low by diversifying out of China over the last decade will no longer insulate US retailers from higher tariffs, raising expenses and crimping margin. Sales could suffer, too, as higher prices soften demand.See omnystudio.com/listener for privacy information.
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  • Trump Tariffs: Everything You Need to Know
    This is a special edition of the Bloomberg Daybreak: US Edition podcast. Subscribe to the show: on Apple: http://bit.ly/3DWYoAN on Spotify: http://bit.ly/3jGRYiB Anywhere: http://bit.ly/3J1bct9On today's episode: President Donald Trump imposed the steepest American tariffs in a century as he steps up his campaign to reshape the global economy, sparking threats of retaliation and a selloff in markets around the world.Trump announced Wednesday he will apply at least a 10% tariff on all exporters to the US, with even higher duties on some 60 nations, to counter large trade imbalances with the US. That includes some of the country’s biggest trading partners, such as China — which now faces a tariff of well above 50% on many goods — as well as the European Union, Japan and Vietnam.“For years, hard-working American citizens were forced to sit on the sidelines as other nations got rich and powerful, much of it at our expense,” Trump said during an event in the White House Rose Garden to unveil the so-called reciprocal tariffs. “Now it’s our turn to prosper.”The move marks a dramatic escalation in Trump’s trade war, one that risks triggering retaliation from other countries and upends calculations for businesses and consumers at home. China and the EU, America’s largest trading partner, both said they were preparing to take countermeasures in response.The US president has embraced tariffs as a tool to assert US power, revive manufacturing at home and exact geopolitical concessions — counter to the decades-old consensus that lower trade barriers help to foster ties among nations and prevent conflicts. Economists say the near-term result of his measures will likely be higher US prices and slower growth — or perhaps even a recession.Global financial markets were hit by a sweeping selloff after Trump’s announcement, with US equity futures slumping as much as 4%.Gold hit an all-time high and the traditional haven Japanese yen soared, while China maintained its daily support of the yuan. Ten-year Treasury yields fell toward the closely-watched 4% level, their lowest since October.Read More: Fear Grips Markets as Trump Tariffs Raise Risks to Global GrowthLess than three months after returning to the White House, Trump has already erected trade barriers that are bigger by some measures than those imposed in the notoriously protectionist 1930s. Bloomberg Economics calculates that the effective tax rate the US now charges on more than $3 trillion of imported goods may climb to around 23% — higher than any point in more than a century.A statement published Wednesday by the United States Trade Representative explained the Trump administration calculated its raft of new tariffs primarily based on existing trade balances. Countries running a trade surplus with the US faced a flat 10% rate regardless, as did nations where trade was roughly even.There’s a small difference in the tariff rates first announced by Trump and more than a dozen of those listed in the annex that accompanied the White House executive order. For countries like South Korea, Myanmar, Pakistan and India, the rates in the annex are about 1 percentage point higher than the initial announcement.The 10% baseline charge on everyone takes effect after midnight Saturday. The higher duties on targeted countries — which replace, rather than add on top of the 10% rate — are due to kick in on April 9, the White House said.Read More: List of Reciprocal Tariffs by CountryFor now, the new measures don’t include Canada and Mexico, which are embroiled in a separate on-and-off tariff dispute with the US. They also won’t apply to some products that are subject to separate duties tied to so-called Sec. 232 investigations such as autos, semiconductors and lumber.The reciprocal tariffs were “much worse than we feared,” said Mary Lovely, a senior fellow at the Peterson Institute for International Economics. There’ll be “huge implications for rerouting of trade,” she said.The president, who’s sought to frame his trade plans as a boost for his blue-collar voters, was joined in the Rose Garden by union members and workers from various industries — including a retired autoworker who spoke on stage. Later, Trump brandished large boards during his 48-minute address to display each nation’s new rate.See omnystudio.com/listener for privacy information.
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  • Tesla Sales Drop, TikTok Bid
    Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are:Steve Man, Bloomberg Intelligence Global Autos and Research Analyst, discusses Tesla sales. Tesla’s vehicle sales fell 13% last quarter to an almost three-year low, as the carmaker made over its most important model and dealt with international backlash against Elon Musk.Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses President Donald Trump meeting to consider a proposal for divesting TikTok's US operations from Chinese parent company ByteDance. Amazon.com has also submitted an offer to purchase TikTok in the final days before the popular video app is scheduled to be banned or sold to US investors, the New York Times reported, citing unidentified people familiar with the talks.Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the latest on President Donald Trump’s tariffs. He will also look at President Trump has told his inner circle that Elon Musk will be stepping back from his advisory role in the coming weeks, Politico reports, citing three people close to the president. See omnystudio.com/listener for privacy information.
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  • Trump Tariffs, ISM Data, Auto
    Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are:Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses President Trump's Liberation Day. This includes retaliatory tariffs, bailouts for farmers, and Senate Republicans being hopeful that they will get a final answer from the Parliamentarian either tomorrow or Wednesday as to whether they can write off the $4.6T cost of extending the 2017 tax cuts permanently.Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. ISM prices paid rose again to the highest level in almost three years, while the new orders-to-inventory component stayed well below one and slipped to its lowest level since 2020. The component gives a reliable short lead on the headline ISM index.Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. On April 2, she expects the US to announce tariffs on most major trading partners and trigger a potential tit-for-tat cycle of escalation in the weeks thereafter. The situation appears fluid, with the WSJ on Sunday reporting “Trump has pushed his team to be more aggressive,” but that policy was not yet been agreed or set, and that a 20% tariff on virtually all US trading partners is under consideration. Steve Man, Bloomberg Intelligence Global Autos and Research Analyst, discusses his autos outlook. US automakers are making a last-ditch effort to sway the Trump administration on tariffs set to take effect this week, contending that levies on the thousands of parts they source abroad could have catastrophic effects on the industry.See omnystudio.com/listener for privacy information.
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  • Rocket to Buy Mr. Cooper, Gold Surges Amid Tariff Fears
    Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle LeeToday’s Podcast Features are:- Paige Smith, Bloomberg News Consumer Finance Reporter, on Rocket to Buy Mortgage Firm Mr. Cooper in $9.4 Billion Deal. The online mortgage provider Rocket Cos. is acquiring Mr. Cooper Group Inc. in an all-stock deal valued at $9.4 billion that will create a mortgage behemoth that handles one in every six mortgages in the US. The combined company will service a book of $2.1 trillion of loans and nearly 10 million clients, according to a statement Monday. Mr. Cooper shareholders will receive 11 Rocket shares for each of Mr. Cooper’s stock they own, representing a 35% premium, it said in the statement.- Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist on how tariff angst is pushing traders to gold. With investors on edge ahead of President Trump’s April 2 tariff salvo, bullion has risen to yet another all-time high above $3,125 an ounce, adding to a run that’s already delivered a 19% gain this year and a string of records. It’s become overbought, according to the Relative Strength Index indicator, which measures the velocity of a security’s price moves. But gold can keep rising.- Shawn Donnan, Bloomberg News Senior Economics Writer, discusses what we know about the Trump tariffs and the lessons from similarly broad tariffs in 1930. Plus, a new Bloomberg analysis of the economic impact the tariffs could have on the US economy.See omnystudio.com/listener for privacy information.
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Alix Steel and Paul Sweeney harness 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.
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