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President Donald Trump acknowledged there may be an “adjustment period” as his tariffs take effect, but defended his push to remake the US economy and declared “momentum is back” in a primetime speech to Congress on Tuesday night.
Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino US Secretary of Energy Chris Wright US Secretary of Housing and Urban Development Scott Turner Senator Adam Schiff of California
“Tariffs are about making America rich again and making America great again. And it’s happening, and it will happen rather quickly,” Trump said in the longest-ever presidential address to a joint session. “There’ll be a little disturbance, but we’re okay with that. It won’t be much.”
Trump’s address comes at a pivotal moment. Data shows new strains on the economy as factory activity stagnates, inflation simmers, consumer confidence ebbs, and stocks lag behind equity markets in other countries.
Stocks swung wildly Tuesday following Trump’s most recent tariff actions against the US’s largest trading partners, with the S&P 500 Index closing at its lowest level since before the president’s election last year. Commerce Secretary Howard Lutnick hinted the administration might announce a pathway for tariff relief for goods from Mexico and Canada — two of the countries hit — that are covered by a free trade agreement as soon as tomorrow.
For instant reaction and analysis to President Donald Trump's joint address to Congress, plus Michigan Democratic Senator Elissa Slotkin's speech in response, Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz along with Bloomberg Surveillance cohost Annmarie Hordern speak with:See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel
*Broadcasting live from Bloomberg Invest*
Today's Podcast Features:
Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump’s tariffs taking effect. Donald Trump delivered on his threat to hit Canada and Mexico with sweeping import levies and doubled an existing charge on China, spurring swift reprisals that plunged the world economy into a deepening trade war.
Robert Rubin, Senior Counselor, Centerview Partners; 70th US Secretary of the Treasury, discusses the biggest economic risks facing the U.S. and global markets. He also talks about how soaring national debt and deficits could impact long-term economic stability and whether Washington is underestimating fiscal risks in an era of rising interest rates and geopolitical uncertainty.
Mark Mahaney, Senior Managing Director at Evercore ISI, discusses the state of the tech sector, including how AI, digital advertising, and e-commerce are reshaping the industry. He also talks about whether the AI boom is sustainable or at risk of overheating, and which companies are best positioned for long-term AI-driven growth.
Bin Ren, Sigtech CEO, siscusses the evolving role of quantitative finance and AI in asset management. He also discusses how SigTech’s platform enables faster deployment of trading models, reducing time-to-market for investment strategies.
Marc Lipschultz, Blue Owl Capital Co-CEO, discusses the growing dominance of private credit as traditional banks face stricter regulations and reduced lending capacity. With interest rates remaining elevated, Marc discusses how is this affecting both private and public credit markets.See omnystudio.com/listener for privacy information.
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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel
Today's Podcast Features:
Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. US factory activity edged closer to stagnation in February, with orders and employment contracting, while a gauge of prices paid for materials surged to the highest since June 2022.
Josh Wingrove, Bloomberg Senior White House Reporter, discusses President Donald Trump being on the verge of slapping new tariffs on Canada and Mexico. The tariffs would put a 25% tariff on all imports from Canada and Mexico, except Canadian energy, which would face a 10% rate, and would also double a tariff on China to 20%.
Jaewon Kang, Bloomberg Retail Reporter, talks about Kroger’s CEO resigning. Kroger replaced CEO Rodney McMullen following an investigation into his personal conduct, which was unrelated to the company's financial performance and didn't involve Kroger employees.
Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets and Fed policy. She talks about the potential impact of tariffs on markets. Kristina also discusses the health of the consumer and why Walmart’s most recent earnings highlight economic uncertainty.See omnystudio.com/listener for privacy information.
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On this podcast: Gene Munster, Managing Partner at Deepwater Asset Management, recaps Nvidia earnings. Daniel McGahn, AMSC CEO, discusses the energy sector. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about Starbucks cutting 1,100 corporate jobs. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, talks about Apple saying it will add 20,000 U.S jobs. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, talks Berkshire Hathaway earnings. Devin Leonard, Bloomberg Businessweek Senior Global Business Writer, discusses the Bloomberg Big Take story “Walmart Wants to Be Something for Everyone in a Divided America.”
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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Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses the latest US economic data and the markets. Dr Ariel Cohen, Senior Fellow at the Atlantic Council, joins to discuss today’s Trump, Zelenskiy meeting. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets.
Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.
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Brendan Murray, Bloomberg Global Trade Editor, discusses President Donald Trump’s tariffs. Gene Munster, Managing Partner at Deepwater Asset Management, joins to talk Nvidia earnings. Frank Monkam, Head of Macro Trading at Buffalo Bayou, discusses the latest on the markets.
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Erik Wasson, Bloomberg Congressional Reporter, discusses House Republicans passing a budget blueprint calling for deep cuts in safety-net programs such as Medicaid, paving the way for $4.5 trillion in tax cuts. Daniel McGahn, AMSC CEO, discusses company earnings and the energy sector. Matt Stucky, Chief Portfolio Manager, Equities, at Northwestern Mutual Wealth Management, discusses the markets and looks ahead to Nvidia earnings.
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Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Carol Schleif, Chief Investment Officer, at BMO Family Office, discusses her outlook for the markets. Tom Orlik, Bloomberg Economics Chief Economist, talks about the Trump administration planning to expand efforts to limit China's technological advancements. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets.
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Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Apple saying it will hire 20,000 new workers and produce AI servers in the US. Kathleen Quirk, President and CEO of Freeport-McMoRan, joins from the BMO Global Metals, Mining and Critical Minerals conference. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses her outlook for the markets. Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, talks about Elon Musk’s demand that more than two million federal employees defend their work.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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On this podcast: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest autos news. Mark McClain, CEO of Sailpoint Technologies, talks about SailPoint’s IPO. Spencer Soper, Bloomberg News Technology and E-Commerce Reporter, discusses the Bloomberg Big Take story: “Temu's Rise Was Aided by Trump. Now He Poses a Threat.” Trina White, BNEF Sustainable Finance Analyst, discusses Energy Supply Banking Ratios. Emily Cohn, Bloomberg Consumer Team Leader, talks Walmart earnings. Ian Balina, Founder and CEO of Token Metrics, discusses the crypto space.
Hosts: Paul Sweeney
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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Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses her outlook for the markets. Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses the US Justice Department investigating UnitedHealth Group’s Medicare billing practices. Enda Curran, Bloomberg Global Economy Reporter, discusses President Donald Trump’s growing focus on tariffs.
Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.
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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 GraffeoSee omnystudio.com/listener for privacy information.
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Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, discusses Elon Musk's X being in talks to raise money from investors at a $44 billion valuation. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Wednesday’s Apple product launch. Jessica Kriegel, Chief Strategy Officer at Culture Partners, talks about how the federal workforce is reacting to more mass layoffs. Mary Ann Bartels, Chief Investment Strategist, at Sanctuary Wealth, discusses her market outlook.
Hosts: Paul Sweeney and Matt MillerSee omnystudio.com/listener for privacy information.
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Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses U.S, Russia talks on Ukraine. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Ian Balina, Founder and CEO of Token Metrics, discusses how AI is transforming the retail investment landscape, and Trump crypto developments.
Hosts: Paul SweeneySee omnystudio.com/listener for privacy information.
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On this podcast: Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Will Hares, Bloomberg Intelligence Global Energy Analyst, talks about Elliott Investment building a stake in BP. Jody Lurie, Bloomberg Intelligence Credit Analyst, gives her cruise and theme park outlook. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses TD Bank exiting its stake in Charles Schwab. Zack Wasserman, Chief Financial Officer at Huntington National Bank, discusses his firm’s outlook. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks McDonalds earnings. Derrick Flakoll, BNEF Lead US Policy Analyst, discusses where we stand in the energy transition evolution.
Hosts: Alix Steel and Norah Mulinda
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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Shawn Donnan, Bloomberg News Senior Economics Writer, discusses Donald Trump’s widening trade fight to include global taxes and regulation. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Meta planning to work on its own humanoid robot hardware. Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, discusses the state of commercial real estate. Rania Sedhom, Managing Partner at Sedom Law Group, discusses the impact of tariffs on the luxury sector.Hosts: Paul Sweeney, Isabelle Lee, and Matt Miller
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Mark McClain, CEO of Sailpoint Technologies, discusses SailPoint’s IPO. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Dan Pickering, Chief Investment Officer at Pickering Energy Partners (PEP,) discusses the energy sector. Ellen Hazen, Chief Market Strategist & Portfolio Manager, at F.L.Putnam Investment Management, discusses her outlook on the markets.
Hosts: Alix Steel and Norah MulindaSee omnystudio.com/listener for privacy information.
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Enda Curran, Bloomberg Global Economy Reporter, on How Trump's Tariffs Could Undercut Growth. Marc Morial, CEO, National Urban League, on the Trump administration's federal funding freeze, the War on DEI and its impact, and what DEI rollbacks means for workers. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on McDonalds earnings.
Hosts: Alix Steel and Norah MulindaSee omnystudio.com/listener for privacy information.
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On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Disney earnings. David Havens, Bloomberg Intelligence Senior Credit Analyst, discusses Apollo Global Management raising record capital from private wealth. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Alphabet and Uber earnings. Antoine Vagneur Jones, BloombergNEF, Head of Trade & Supply Chains, gives reaction to Donald Trump’s U.S tariffs. Ernie Miller, Verde Clean Fuels CEO, gives his outlook for oil and gas. Madison Muller, Bloomberg Health Reporter, discusses earnings from Novo Nordisk.
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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Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Lindsey Piegza, Chief Economist at Stifel, discusses the January jobs report. Zach Wasserman, Chief Financial Officer at Huntington National Bank, talks about the firm's investor day and year ahead for regional banks. Kate Duchene, CEO of RGP, discusses the January jobs report.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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