Bloomberg Intelligence

• BI Weekend: Nvidia, Macy’s Earnings, Trump Family’s Money Making Machine

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast:- Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings.- Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of the U.S House bill on clean energy.- Max Abelson, Bloomberg News Finance Reporter, and Annie Massa, Bloomberg Wealth Reporter, discuss the Bloomberg Big Take story: “The Trump Family’s Money Making Machine.”- Kurt Wagner, Bloomberg Tech Reporter, discusses the Bloomberg Big Take story: “Zuckerberg’s Bet on Maga Has Yet to Bear Fruit, While Risks Loom.”- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings.- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick's Sporting Goods.- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Stellantis naming a new boss.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.See omnystudio.com/listener for privacy information.

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• Supreme Court Lets Trump Strip 500,000 Migrants of Legal Status

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and John Tucker Today’s Podcast Features are: Greg Stohr, Bloomberg Supreme Court Reporter, discusses the Supreme Court allowing the Trump administration to immediately end temporary legal status for migrants from Cuba, Haiti, Nicaragua, and Venezuela, affecting up to half a million people.Brian Levitt, Global Market Strategist at Invesco, discusses his outlook for the markets. Following a torrid rally that put the S&P 500 on track for its best May since 1990, the gauge lost about 1% Friday. A slide big tech weighed heavily on trading.Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data. US consumers slowed spending in April, with inflation-adjusted personal spending rising 0.1%, while goods imports plummeted by a record 20% due to higher tariffs.Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the latest on President Trump’s tariffs. A court ruling blocking President Trump's tariffs could create a $2 trillion hole in the US fiscal outlook over the coming decade and remove duties that would have raised nearly $200 billion annually.See omnystudio.com/listener for privacy information.

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• Trump Trade Strategy Roiled by Court Blocking Global Tariffs

  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: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the latest on President Trump’s tariffs. A US court has blocked many of President Trump's tariffs on imports from dozens of countries, declaring them illegal and throwing his tariff strategy into turmoil.Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the latest news at Harvard University. The Trump administration is targeting Ivy League universities, particularly Harvard, by casting them as ideologically biased and focused on promoting global elite ideas at the expense of US interests.Matt Stucky, Vice President, Chief Portfolio Manager Equities, at Northwestern Mutual, discusses his outlook for the markets. Matt thinks the Fed’s trajectory of 2+ cuts could get pushed out if tariffs ultimately cause upward pressure on inflation without a material impact on the labor market. Matt also comments on Nvidia earnings.See omnystudio.com/listener for privacy information.

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• Fannie, Freddie to Keep US Guarantee If Taken Public, Trump Says

  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: Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses President Donald Trump stating that the US government will retain guarantees and an oversight role over Fannie Mae and Freddie Mac even if they are taken public.Meera Pandit, Executive Director, Global Market Strategist, at JP Morgan Asset Management, discusses her outlook for the markets. Wall Street's rebound halted ahead of Nvidia's highly anticipated earnings report, with the S&P 500 retreating and the options market implying a post-results move of about 6% in either direction for the chipmaker.Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Macy’s and Abercrombie & Fitch. Macy's posted better-than-expected quarterly results, with comparable-store sales falling less than analysts had anticipated and revenue of $4.6 billion surpassing the average estimate. -Abercrombie & Fitch shares rose sharply after the retailer upped its full-year outlook.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses Stellantis appointing Antonio Filosa as its new CEO, effective June 23, to turn around the company after former boss Carlos Tavares was forced out.See omnystudio.com/listener for privacy information.

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• Stocks Jump on Consumer Confidence, Trade Talks

  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: Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. US consumer confidence rebounded sharply in May, with the Conference Board's gauge increasing by 12.3 points to 98, marking the biggest monthly gain in four years.Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses the European Union and the US signaling a willingness to work towards a trade deal over the next six weeks. This follows a phone call between President Donald Trump and European Commission President Ursula von der Leyen.Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the latest news at Harvard University. The Trump administration is moving to cancel all remaining federal contracts with Harvard University, worth an estimated $100 million, as part of its battle against the university.Patrick Wilson, Portfolio Manager at CenterSquare Investment Management, joins to discuss how the outlook for potentially higher inflation due to tariffs can shape investing in listed REITs today.See omnystudio.com/listener for privacy information.

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