Bloomberg Intelligence

• GM Suspends Guidance, Carney Wins Canada Election

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: David Welch, Bloomberg Detroit Bureau Chief, recaps GM earnings. General Motors is pulling earnings guidance for 2025 and putting $4 billion in share buybacks on hold until it has more clarity on the impact of US tariffs.David Gura, Correspondent for Bloomberg, and Host of 'The Big Take' podcast" discusses Canada’s election. Canada’s Liberal Party won a fourth straight election, as voters chose former central banker Mark Carney to manage the country’s response to US President Donald Trump’s trade war.Ted Swimmer, Head of Capital Markets and Advisory at Citizens Bank, discusses the latest on capital markets, the IPO market, and private markets. He discusses the evolution of the private credit space -- where traditional banks are increasingly partnering with private lenders. David also talks about how lenders are protecting themselves from private credit deals going bad through the use of unique covenants. Ben Miller, Co-Founder and CEO at Fundrise, discusses the state of commercial real estate. In the longer term, starting with the naming of a new Fed chair in May of 2026, Ben expects rates to come down significantly and quickly. He thinks even in a low rates/low growth environment (like the 2010’s), this would be a gift to real estate owners/investors. See omnystudio.com/listener for privacy information.

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• Trump China Tariffs Set to Unleash Supply Jolt on US Economy

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney, Lisa Mateo, and Matt MillerToday’s Podcast Features are: Brendan Murray, Bloomberg Global Trade Editor, discusses how cargo shipments from China to the US have plummeted by as much as 60% since the US raised tariffs to 145% in early April, and thousands of companies will need to replenish inventories by mid-May.Anurag Rana, Bloomberg Intelligence Technology Analyst, and Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, preview tech earnings this week. This week, Microsoft, Apple, Meta Platforms, and Amazon will report their quarterly earnings in a market concerned about the impact of trade wars and tariffs on the economy. Analysts expect the companies to deliver an average of 15% profit growth in 2025, despite the uncertain market climate.Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Wall Street investors bracing for a deluge of corporate earnings and key economic data sent stocks falling on Monday as they awaited more insights on the impacts of President Donald Trump’s trade war.See omnystudio.com/listener for privacy information.

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• BI Weekend: NJIT Science & Tech, Boeing Earnings

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel*Broadcasting Live from the New Jersey Institute of Technology*On this podcast: -Wunmi Sadik, NJIT Distinguished Professor, Chemistry and Environmental Science, discusses the development of nano-sized analytical sensors for measuring pain biomarkers in the human body. -Eric Fortune, NJIT Associate Professor, Biological Sciences, discusses how he recently led a team competing to record the biodiversity in a square kilometer of the Amazon rainforest. -Chao Yan, NJIT alumnus; co-founder and CEO of Princeton NuEnergy, discusses (PNE), which is a global leader in lithium-ion battery direct recycling. -Elisa Kallioniemi, Assistant Professor of bio-medical engineering at NJIT, discusses the benefits of brain stimulation.- Tara Alvarez, NJIT Distinguished Professor, Bio-Medical Engineering, discusses OculoMotor Technologies, a startup developing VR solutions for optometrists to use in diagnosing and treating vision disorders.- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing earnings. 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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• China May Exempt Some US Goods From Tariffs as Costs Rise

  Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: Shawn Donnan, Bloomberg News Senior Economics Writer, discusses the latest tariffs news. China’s government is considering suspending its 125% tariff on some US imports, pe ople familiar with the matter said, as the economic costs of the tit-for-tat trade war weigh heavily on certain industries. Authorities are considering removing the additional levies for medical equipment and some industrial chemicals like ethane, the people said, asking not to be identified discussing private deliberations.Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich consumer sentiment data. US consumer sentiment fell to one of the lowest readings on record and long-term inflation expectations climbed to the highest since 1991 on fears of the economic fallout from tariffs.Dan Ives, Global Head of Technology Research at Wedbush Securities, recaps tech earnings. Alphabet reported first-quarter revenue and profit that exceeded analysts' expectations, driven by strength in its search advertising business. Alphabet's cloud business, Google Cloud, brought in operating profit of $2.18 billion, beating analysts' estimates, and the company remains heavily invested in AI, boosting its spending on servers and data centers.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses news that Apple is aiming to import most of the iPhones it sells in the US from India by the end of next year. The goal would require Apple to roughly double its annual iPhone output in India to more than 80 million units.See omnystudio.com/listener for privacy information.

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• US to Demand Putin Accept Ukraine’s Right to Military Force

  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: Nick Wadhams, Bloomberg National Security Team Leader, discusses news the U.S will demand that Russia accept Ukraine’s right to have its own army and defense industry as part of a peace agreement between Moscow and Kyiv.Joy Yang, Head of Index Product Management at MarketVector Indexes, discusses her outlook for the markets. Wall Street investors weighing the impacts of President Donald Trump’s trade war on Corporate America sent stocks climbing on bets the Federal Reserve could cut rates sooner than anticipated to prevent a recession.Tyler Kendall, Bloomberg Television Washington Correspondent, discusses the latest on tariffs. China demanded that the US revoke all unilateral tariffs and denied there were talks on reaching a trade deal, maintaining a defiant stance despite President Donald Trump’s recent easing of criticism of the country.Damian Garde, Bloomberg Health Reporter, discusses Merck saying it expects to lose $200 million to already-announced tariffs in 2025 amid a roiling trade war between the US and China. The estimate doesn’t account for the possibility that President Donald Trump will fulfill his long-held promise of imposing levies on pharmaceutical imports to the US, which would be on top of existing tariffs.See omnystudio.com/listener for privacy information.

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