Bloomberg Intelligence

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

Market news and in-depth company research.

Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Live Nation Entertainment and its Ticketmaster subsidiary reaching a settlement with federal antitrust authorities, according to the Justice Department. The agreement was announced with no details provided, but it would reportedly open parts of Live Nation's ticketing arm to third-party sellers and make it easier for other promoters to put on shows at amphitheaters that Live Nation controls.

-Madison Muller, Bloomberg News Health Reporter, discusses Novo Nordisk and Hims & Hers Health working together to sell obesity drugs, including Ozempic and Wegovy, on the Hims platform. Hims will no longer advertise its copies of the Novo medicines and will only sell compounded versions of Wegovy and Ozempic if a doctor deems them necessary for a patient.

-Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses the impact of the war in the Middle East on the luxury sector. According to Bloomberg Intelligence: Luxury-goods sector global 2026 organic growth could fall 150 bps for every 10% slowdown in Middle East sales and 1% elsewhere, if the US-Israeli war on Iran is prolonged.

-Bess Freedman, Chief Executive Officer at Brown Harris Stevens, discusses the latest in the residential housing market. According to Bess, geopolitical instability always introduces caution into financial markets, and real estate is no exception. That said, New York has historically been viewed as a safe haven during global uncertainty. We often see capital move toward stability and prime U.S. real estate is considered a stable asset class.
See omnystudio.com/listener for privacy information.

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 Kristine Aquino

-Brian Chappatta, Bloomberg, Managing Editor of Leveraged Finance and Distressed Debt, discusses BlackRock curbing withdrawals from its $26 billion HPS Corporate Lending Fund after client requests for redemptions spiked, capping repurchases at 5%.

-Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the latest in the tech sector. He discusses how investors are now navigating an uncertain Iran military conflict in the Middle East, adding to the nervousness already in the tech trade with the AI Ghost Trade and Anthropic worries abound.

-Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley, discusses her outlook for the U.S real estate market. Lauren discusses how she thinks we’re past bottom in most global markets, with tangible evidence of price movement.
See omnystudio.com/listener for privacy information.

US employers unexpectedly cut jobs in February and the unemployment rate rose, raising doubts about the health of the labor market. Nonfarm payrolls decreased 92,000 last month after a strong start to the year, according to Bureau of Labor Statistics data out Friday. The unemployment rate climbed to 4.4%. The decline in payrolls partly reflected a decrease in health care employment due to strike activity.
Bloomberg Surveillance broke the numbers and got instant reaction from:
Claudia Sahm, Chief Economist at New Century Advisors
Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management
Jennifer Lee, Senior Economist at BMO Capital Markets
See omnystudio.com/listener for privacy information.

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.

See omnystudio.com/listener for privacy information.

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.
See omnystudio.com/listener for privacy information.