Bloomberg: Bloomberg Daybreak Europe
4/30/2024 5:05am
... the height of covid. he oversaw time where there were genetic tensions between east and west. hsbc is a bridge between east and west. ...
Bloomberg: Leaders with Lacqua
4/27/2024 6:10am
... always been happening and in covid, people just learned we should have production capacity located in -- many things, located where you use them. so increasingly, for example, batteries. for cars, for example. they're being used in america and therefore, there are battery plants getting built in ...
Bloomberg: Leaders with Lacqua
4/27/2024 6:09am
... so this is, what, bringing back onshoring? bruce: all it is is -- i think in covid -- i would say it has ...
Bloomberg: Leaders with Lacqua
4/27/2024 0:08am
... covid, people just learned we should have production capacity located in -- many things, located where you use them. so increasingly, for example, batteries. for cars, for example. they're being used in america and therefore, there are battery ...
Bloomberg: Leaders with Lacqua
4/27/2024 0:08am
... today, you don't. francine: deglobalization. so this is, what, bringing back onshoring? bruce: all it is is -- i think in covid -- i would say it has always been happening and in ...
Bloomberg: Bloomberg Markets
4/26/2024 4:37pm
... when i'm looking at the path for consumer spending, it comes down to the outlook for real disposable income growth. particularly getting further away from all of the fiscal support we saw through covid that allowed consumers to spend, ...
Bloomberg: Bloomberg Markets
4/26/2024 2:46pm
... post-pandemic recovery. one of the most moving things is when we open again after covid, the emotion in the hall was astounding. robert smith, our chairman, thought that we should speak to the audience on opening night. ...
Bloomberg: Bloomberg Surveillance
4/26/2024 11:51am
... lisa: if you love treasuries can you love credit? gershon: i think you can love both. spreads are justifiably tight. companies have spent the last four years post-covid paying ...
Bloomberg: Bloomberg Markets
4/25/2024 4:49pm
... wave of demand we did not see pre-covid. sonali: more cash on hand, all of these new cruises, how do you see expanding move it forward? is m&a a potential to expand? certainly it's always a ...
Bloomberg: Bloomberg Markets
4/25/2024 4:45pm
... you've seen experiences outpays spend on stuff. that rate has increased twofold coming out of covid. people are looking for experiences, multigenerational travel which supports the ...
Bloomberg: Bloomberg Markets
4/25/2024 4:44pm
... cruise industry as a tremendous rebound since covid. the idea that a lot of people have come back and you boosted your forecast and people are coming back so how convinced are you that this boom can keep running at and at what pace? ...
Bloomberg: Bloomberg Surveillance
4/25/2024 12:09pm
... consumer? bob: absolutely. that is part of the problem and the squeeze we are starting to see at the low end of the consumer. no longer having access cash -- excess cash from covid. going into their credit card ...
Bloomberg: Bloomberg Daybreak Europe
4/24/2024 5:55am
... on leaders with laqua nine: 30 p.m. in new york and tomorrow at 6:30 p.m. in london. there's plenty more coming up. stay with us. this is bloomberg. the theme is that it's a very unbalanced economy. post-covid it has just been a ...
Bloomberg: Bloomberg Daybreak Europe
4/24/2024 5:03am
... first-quarter sales coming in shy of estimates. 14.4 billion, estimates for 14 billion, a small miss. we know in terms of covid-19 input, that slowed sales, the ...
Bloomberg: Bloomberg Technology
4/23/2024 3:41pm
... slide as the country faces its worst start of the year since covid according to some third party data. we will talk about that again next. caroline: let's look at shares of other social media companies. trump media and technology in particular. ...
Bloomberg: Bloomberg Markets
4/23/2024 3:00pm
... caroline: i am caroline hyde. ed: i am ed ludlow. caroline: facing its worst start of the year in china since the covid pandemic is a new report ...
Bloomberg: Bloomberg Technology
4/23/2024 3:00pm
... caroline: i am caroline hyde. ed: i am ed ludlow. caroline: facing its worst start of the year in china since the covid pandemic is a new report ...
Bloomberg: Bloomberg Surveillance
4/23/2024 12:40pm
... for lower income households. a lot of this is returning to a more normal pre-covid environment as excess savings gets drawn down. what we have seen in that environment is robust consumer spending. ...
Bloomberg: Bloomberg Surveillance
4/23/2024 12:06pm
... are you seeing any themes you can grab onto? mike: the theme is it is unbalanced economy. post-covid it has been an unpredictable environment. some of the things we got really right, some things we got really wrong. ...
Bloomberg: Bloomberg Surveillance
4/23/2024 11:53am
... normalized a bit coming out of covid. we have growth slowing potential and we don't need a policy rate as high as we been at. if you look at how much inflation has come down, the economic growth, we get the below potential growth and it comes down more needing an ...
Bloomberg: Bloomberg Surveillance
4/23/2024 11:51am
... consumption if managers and 1.5% below the pre-covid trendline in terms of the economy overall. we are looking for a normalization and we are starting to see signs of that, especially as we go through the consumer side of the economy. jonathan: you are a credit guy. what typically happens to credit ...
Bloomberg: Bloomberg Surveillance
4/23/2024 11:51am
... normalization in consumer spending trends and an uptick in value seeking behavior. we are looking for a consumer that's been the engine of growth since covid. we are at about one percentage point above the trendline pre-covid for personal ...
Bloomberg: Bloomberg Surveillance
4/23/2024 11:47am
... year-to-date highs. friday's pc data. the fed -- pce data. we have used several drivers of recent upside inflation surprises as lingering covid effects and indications of ...
Bloomberg: Bloomberg Surveillance
4/23/2024 10:02am
... iphone sales in china falling 19% during the march quarter, the worst performance there since covid in 2020. anne-marie: it is losing market share. this is a more important point that they are taking over which raises the question, how do they ...
Bloomberg: Bloomberg Daybreak Europe
4/23/2024 5:50am
... of the covid hit, that is gone. astrazeneca this week, we do not expect much except a new cfo setting out his plan and they ...
Bloomberg: Bloomberg Markets
4/22/2024 2:34pm
... play in the plant-based burger category. it is comprised of two segments. you have the meat mimic products. you saw the chart how much they are declining. pre-covid, those categories are still up. they grew massively. ...
Bloomberg: Bloomberg Markets
4/22/2024 2:33pm
... twofold. healthier food for people but also for the planet. consumers learned significantly during covid that meat and dairy has a negative impact on our environment. we think it is a great place to be. ...
Bloomberg: Bloomberg Markets
4/22/2024 2:33pm
... what is interesting with what abigail was talking about with plant-based foods, during covid especially, the interest in food you put in your body accelerated tremendously. now our mission has become ...
Bloomberg: Bloomberg Daybreak Asia
4/22/2024 0:34am
... there was significant hiring, kind of a post covid bump in terms of recruiting. ...
Bloomberg: Bloomberg Daybreak Asia
4/22/2024 0:34am
... pre-covid levels. going back to before 2019 hiring trends or is this going to be creating a new normal? the reference point we are using is 2021 and 2022 where ...
Bloomberg: Bloomberg Daybreak Asia
4/22/2024 0:34am
... into the second half of the year there will be some improvement that will not necessarily results in hiring anywhere near the levels of 2021. annabelle: we talk about ...
Bloomberg: Leaders with Lacqua
4/21/2024 7:08am
... always been happening, and in covid people just learned we should have production capacity located in -- many things -- located where you use them. so, increasingly, for example, batteries. for cars, for example. ...
Bloomberg: Leaders with Lacqua
4/21/2024 7:08am
... you don't need subsidies. and when you did need subsidies, politics mattered. today, you don't. francine: deglobalization. so this is, what, bringing back onshoring? bruce: all it is is -- i think in covid -- i would say it has ...
Bloomberg: Leaders with Lacqua
4/20/2024 11:08am
... always been happening, and in covid, people just learned we should have production capacity located in -- many things, located where you use them. so, increasingly, for example, batteries. for cars, for example. ...
Bloomberg: Leaders with Lacqua
4/20/2024 11:08am
... and, when you did need subsidies, politics mattered. today, you don't. francine: deglobalization. so this is, what, bringing back onshoring? bruce: all it is is -- i think in covid -- i would say it has ...
Bloomberg: Bloomberg Real Yield
4/19/2024 4:19pm
... been there long time, according to some. how much is it growing? ty: a lot. after covid, they were very few defaults. then it grew into thousand 22 and 2020 three, average for ...
Bloomberg: Bloomberg Real Yield
4/19/2024 4:09pm
... pressure says that on the treasury market? kaiy: the challenge is the large deficit that hasn't come down since covid, further pressure that we don't want to start cutting soon ...
Bloomberg: Bloomberg Surveillance
4/19/2024 12:06pm
... self-finance, self-produce and self-consume. what we have seen over the last five years with covid is an acceleration of that process as supply chains region lies as the response to -- regionalize as _ ...
Bloomberg: Bloomberg Technology
4/18/2024 3:46pm
... by offering this, what is it? clients are interested in supporting their families so it's been covid was one where working families are really stretched and in general women's health whether it's fertility or ...
Bloomberg: Bloomberg Markets
4/18/2024 2:49pm
... debt and deficit levels? paschal: i have absolute confidence in the ability of those countries to manage their public finances in the covid era, we had a need to move ...
Bloomberg: Bloomberg Markets Asia
4/18/2024 3:51am
... expensive for foreigners? to be honest, i feel even at 130 it would still be quite attractive. you're thinking about where it was before covid where dollar yen was at 110. ...
Bloomberg: Leaders with Lacqua
4/18/2024 1:55am
... are too close to borders where there are war zones. where the challenges have been very real post-covid, or where the issues are being felt materially in politics. and not to acknowledge that, i ...
Bloomberg: Leaders with Lacqua
4/18/2024 1:42am
... about the worries and concerns around supply chain's post-covid, and the fact that you think about corporate real estate, and the refinancing is inevitable. it's not a 30 year mortgage. ...
Bloomberg: Bloomberg Daybreak Asia
4/18/2024 0:33am
... cory: you don't have to wave a flag to want to have dispersion in the production of semiconductors. what we all went through in covid and what we are still going through with the economy right now is the shortage of ...
Bloomberg: Bloomberg Markets
4/17/2024 4:44pm
... mind that at boeing, they have a double whammy of both of their biggest assembly lines being stilled essentially before covid and then covid hitting. i would not want to have to run those assembly lines, ...
Bloomberg: Bloomberg Surveillance
4/17/2024 12:08pm
... bring inflation down on the labor side, even as we see higher numbers in services. jonathan: you call 2021 the covid excess years and 2022 and 20 trade three years -- 2022 and _ ...
Bloomberg: Bloomberg Technology
4/16/2024 3:14pm
... we have artificial intelligence and digitalization and we're here to exchange views and see what's happening on the ground here because it's a fast moving area, even since my taking up this role we've seen a huge evolution in banking, covid ...
Bloomberg: Bloomberg Surveillance
4/16/2024 10:41am
... for durable product good -- durable productivity gains in this economy? constance: this high level of business formation. without that that was a covid thing and would fade. it has maintained this high ...
Bloomberg: Bloomberg Daybreak Europe
4/16/2024 5:46am
... that re-calibrates us back to 2020, pre--- pre-covid. that still leaves us firmly as number one in terms of the european ecosystem. 3.9 is almost more than france and germany combined in q1. ...
Bloomberg: Bloomberg Daybreak Asia
4/16/2024 0:26am
... ceded a lot of that leadership to east asia, taiwan, south korea, in particular. after the supply shocks from the covid pandemic era and geopolitical tensions rising, there is effort to bring it back. ...
Bloomberg: Bloomberg Technology
4/15/2024 3:31pm
... share, particularly as con -- competition picks up in china. iphone shares at its worst since the covid days. tesla off by 4.8%, executives ...
Bloomberg: Bloomberg Technology
4/15/2024 3:20pm
... if you think about it. caroline: apple is facing its worst iphone slumps in scope -- covid as competition in the chinese market heats up. third-quarter shipments are sliding worse than expected, ...
Bloomberg: Bloomberg Technology
4/15/2024 3:17pm
... maybe the worst sales slump since covid. the details are next, another key points drag on these benchmarks. and on the micro level? ed: a little bit of m&a monday. salesforce is, according to ...
Bloomberg: Bloomberg Technology
4/15/2024 3:01pm
... global work force. we have the details. caroline: apple facing increased competition in china in their worst slump since covid. first, we turn our attention to ...
Bloomberg: Bloomberg Surveillance
4/15/2024 11:35am
... i personally believe in a 5% yield world with a flat or inverted yield curve. it will be harder to get financing when money was free during covid. having access to radon sheet that is reliable will be more ...
Bloomberg: Bloomberg Surveillance
4/15/2024 10:48am
... post-covid environment to figure out exactly where we will shake out. there has been less impact from the monetary policy tightening. that is compared with interest ...
Bloomberg: Bloomberg Surveillance
4/15/2024 10:48am
... supporting role. part of it comes from the investment around ai. i think that has been a positive factor as well. it continues to be hired in the ...
Bloomberg: Bloomberg Surveillance
4/15/2024 10:34am
... i want to shift and talk about apple continuing to face headwinds in china. this marks the steepest clients in's covid lockdown in 2022. facing growing competition. ...
Bloomberg: Bloomberg Daybreak Australia
4/14/2024 11:22pm
... thinking post-covid recovery has run its course and it has not. so deflation may not be severe. ...
Bloomberg: Bloomberg Daybreak Australia
4/14/2024 11:22pm
... louise: q1 has been resilient. we had a late lunar new year and in general we went into 2024 ...
Bloomberg: Leaders with Lacqua
4/14/2024 8:08pm
... francine: deglobalization. so this is, what, bringing back onshoring? bruce: all it is is -- i think in covid -- i would say it has always been happening, and in covid people just learned we should have production capacity ...
Bloomberg: Leaders with Lacqua
4/14/2024 2:55pm
... are too close to borders where there are war zones. where the challenges have been very real post-covid or when issues are being felt materially in politics. and not to acknowledge that i ...
Bloomberg: Leaders with Lacqua
4/14/2024 10:08am
... i think in covid i would say it has always been happening and people just learned we should have production capacity located in many things, located where you is them. so increasingly, for example, batteries. they are being used in america and therefore there are battery ...
Bloomberg: Leaders with Lacqua
4/13/2024 4:55pm
... disposal. francine: what do you mean, younger -- emma: i think younger people have a different expectation of their life and work and how those two things split together. and, like it or not, covid changed the working environment forever. and you either adapt or you die. ...
Bloomberg: Leaders with Lacqua
4/13/2024 11:08am
... covid people just learned we should have production capacity located in -- many things, located -- where you use them. so, increasingly, for example, batteries. for cars, for example. they're being used in america, and, therefore, there are ...
Bloomberg: Leaders with Lacqua
4/13/2024 11:08am
... and when you did need subsidies, politics mattered. today, you don't. francine: deglobalization. so this is, what, bringing back onshoring? bruce: all it is is -- i think in covid -- i would say it has always been happening, and in ...
Bloomberg: Leaders with Lacqua
4/13/2024 6:25am
... can succeed with the workforce that it has at its disposal. francine: younger? emma: younger people have a different expectation of their life, their work and how those two things fit together. like it or not, covid changed ...
Bloomberg: Leaders with Lacqua
4/13/2024 0:55am
... are now in war zones, or that are too close to borders where there are war zones. where the challenges have been very real post-covid, or where the issues are being felt materially in politics. ...
Bloomberg: Leaders with Lacqua
4/13/2024 0:42am
... post-covid and the fact that these buffers, when you think about corporate real estate and the refinancing, is inevitable. it is not a 30 year mortgage. these are things coming up for ...
Bloomberg: Leaders with Lacqua
4/13/2024 0:42am
... robyn: i think the fact that we've now changed geopolitics to geoeconomics is something of an impact point. so, as we think about what happened when russia invaded ukraine, and the impact on our fossil fuel pricing, or you think about the worries and concerns around supply chains ...
Bloomberg: Leaders with Lacqua
4/13/2024 0:08am
... bruce: all it is is -- i think in covid -- i would say it has always been happening, and in covid, people just learned we should have production capacity located in -- many things, located where you use them. so, increasingly, for example, batteries. ...
Bloomberg: Bloomberg Markets
4/12/2024 2:11pm
... we felt strongly beginning four years ago that the combination of the massive amount of money borrowed to fight the covid war was similar to the vietnam war and 1968 -- in 1960 eight and we are in the camp that thinks we are going to have a difficult ...
Bloomberg: Bloomberg Surveillance
4/12/2024 12:13pm
... industrials should participate in that. they historically have outside of covid. lisa: anastasia amoroso, thank you for being with us. before we get to the other things to watch, sonali basak is ...
Bloomberg: Bloomberg Markets Asia
4/12/2024 3:52am
... politics. yashwant: in the last 10 years, during the second phase of post-covid scenario, there were only three months where the prime minister's popularity rating actually went below 50%. ...
Bloomberg: Bloomberg Daybreak Australia
4/11/2024 11:39pm
... see? a few years went by. covid happened, and it has not really taken off, but there are emerging signs and people are starting to evaluate and realize there is a playbook that is starting to crop up. local investors, might not be ...
Bloomberg: Bloomberg Daybreak Australia
4/11/2024 11:17pm
... i wonder how the u.s. feels about that. the u.s. has been supportive about the process. this three-way with japan, south korea, and china has been on hold since covid. the u.s. supports its two ...
Bloomberg: Bloomberg Markets
4/11/2024 4:06pm
... problem parts to shelter inflation, just grindingly slow. and we have some other auto cases like the motor vehicle insurance that also have a connection to before covid. and really how long is it going ...
Bloomberg: Bloomberg Technology
4/11/2024 3:24pm
... first door looking to unionize. mark: that is a great part. the efforts really kicked into high gear right in the middle of the covid pandemic. in 2022 you saw the retail store ...
Bloomberg: Bloomberg Surveillance
4/11/2024 10:35am
... has done so good after covid, the influx of americans that wants to go to spain or greece. jonathan: your flights are booked, too. there is a g7 if you are interested in a work trip. try and make that happen. annmarie: i am close to making ...
Bloomberg: Leaders with Lacqua
4/11/2024 1:54am
... emma: i think younger people have a different expectation of their life and work and how those two things split together. and, like it or not, covid changed the working environment forever. and you either adapt or you die. i might have a certain opinion about how i want people to come into a space ...
Bloomberg: Bloomberg Surveillance
4/10/2024 12:52pm
... what it was supposed to do, offsetting that overhang low. kobe cleaned out that debt overhang -- covid cleaned out that debt overhang. the economy has back its animal spirits. therefore the federal reserve ...
Bloomberg: Bloomberg Surveillance
4/10/2024 12:07pm
... pre-covid, which suggests we are 'normal,' but we are not expanding it. the question we have for that cohort, the non-mag seven cohort, is where is margin expansion going to come from? it looks based on the inflation ...
Bloomberg: Bloomberg Surveillance
4/10/2024 12:07pm
... know, the overall margin expansion of the mag seven last year was spectacular. it really drove the aggregate market cap weighted index, rebounded margins. underneath that, margins are basically where they were ...
Bloomberg: Bloomberg Surveillance
4/10/2024 10:44am
... year after slower than expected post-covid recovery. they said in january the ai revenue is growing at a 50% annual pace. tsmc is the chipmaker for apple and nvidia. bytedance's revenue is surging. ...
Bloomberg: Bloomberg Markets Asia
4/10/2024 3:52am
... they have been the most impacted post-covid. once the markets open, offline was back into play. ...
Bloomberg: Bloomberg Daybreak Asia
4/10/2024 0:38am
... china normalizing is pushing up the current account. u.s. doing well is pushing up the account via exports and tourism. the thailand february number recovered to pre-covid and we think that is a trend that will ...
Bloomberg: Bloomberg Daybreak Asia
4/10/2024 0:37am
... cyclical recovery that will continue to happen. the second aspect is china is normalizing. a year ago it was opening from zero covid, so now we are normalizing for services and as consumption is recovering, that ...
Bloomberg: Bloomberg Daybreak Australia
4/9/2024 11:40pm
... during the height of covid when finding labor was a key concern. now we see a shift to a drop in demand, lack of demand being the dominant concern for businesses ...
Bloomberg: Bloomberg Surveillance
4/9/2024 12:50pm
... our letter last week. we should expect more bumps along the road, and i think we are seeing the different factors that are contributing to inflation changing, though. pre-covid, we had everything going into the inflation numbers, whether it was oil, ...
Bloomberg: Bloomberg Surveillance
4/9/2024 12:41pm
... adverse hit to growth, so that goes in the opposite direction for inflation. when it comes to immigration, that is the tricky part. if we look at the cbo's projection, already some reversion back to pre-covid ...
Bloomberg: Bloomberg Surveillance
4/9/2024 12:38pm
... we saw a rent inflation that had jumped up because people's housing demand had changed with covid. the normalization we are seeing there is actually more important than the additional aggregate demand we are getting from the extra labor supply. ...
Bloomberg: Bloomberg Surveillance
4/9/2024 12:38pm
... the inflationary side of things, this is all playing out against a backdrop where consumer goods inflation have been boosted so much because of supply chains and the shifts we saw during covid, and those levels are coming back into place. ...
Bloomberg: Bloomberg Surveillance
4/9/2024 10:09am
... a lot of those relationships have not worked since covid so i am reluctant to make any broad a proclamation about what that pairing is today. what is known as -- notable is if gold was sending and ominous message, i would expect credit ...
Bloomberg: Bloomberg Daybreak Asia
4/9/2024 0:23am
... disrupted that can cause a lot of problems. in covid we saw auto manufacturers having to shut down operations in japan, the u.s. and europe because they could not get a lot of chips they wanted. on top of that we have rising geopolitical tensions between ...
Bloomberg: Bloomberg Daybreak Asia
4/9/2024 0:22am
... allocated so much funding for this industry? peter: there are a couple of things going on. partly because of the covid pandemic and the disruptions we saw to the supply shock. governments around the world saw ...
Bloomberg: Bloomberg Markets
4/8/2024 4:37pm
... borrowers? fabio: during covid that sector was still there for business, providing credit, financial services and liquidity. that was a relatively short period of stress. ...
Bloomberg: Bloomberg Technology
4/8/2024 3:44pm
... support of african-americans, women coming out in support of men. the small business community, particulate after covid, has really galvanized. capital is tight right now, but they are really a savvy community.they have to have each other. if you look at main street, all ...
Bloomberg: Bloomberg Technology
4/8/2024 3:07pm
... not just in chips, but as we saw during covid, also in protective clothing and devices. we don't ever really want to undo that. we value, incredibly, and benefit incredibly from trade ...
Bloomberg: Bloomberg Technology
4/8/2024 3:06pm
... next 10, 20 years that we have seen that hit so hard during covid? joanne: no. i think you asked that question deliberately to get a 'no' answer. there's just a global integration of manufacturing, ...
Bloomberg: Bloomberg Surveillance
4/8/2024 11:12am
... businesses and that is yet to come. you talk about the sugar crash. what is the catalyst? exhausting the unusually high stimulus from the covid era. we are still benefiting from it, ...