2025-04-05
38 分钟This is Bloomberg Intelligence with Alec Steele and Paul Sweeney.
The real app performance has been in U.S.
corporate high yield.
Are the companies lean enough, have they trimmed all the fats?
The semiconductor business is a really cyclical business.
Breaking market headlines and corporate news from across the globe.
Do investors like the M&A that we've seen?
These are two big-time blue chip companies.
The window between the peak and cut changing super fast.
Bloomberg Intelligence with Alec Steele and Paul Sweeney on Bloomberg Radio.
On today's Bloomberg Intelligence show we dig inside the big business stories impacting Wall Street and the global markets.
Each and every week we provide in-depth research and data on some of the 2,000 companies in 130 industries our analysts cover worldwide.
Today we'll look at a big deal in the M&A space that will create a mortgage behemoth.
Plus we're going to discuss the rising costs of food and how that's affecting the consumer.
But first we begin with research.
Bloomberg Intelligence recently put out on 10 companies to watch for in the second quarter of 2025.
And for more on this, Liz, Paul and I were joined by Tim Craighead, Bloomberg Intelligence Global Chief Content Officer.
We first asked Tim to give us a broad scope of the company he's looking at.
So just as a reminder, these are all based off of focus ideas,
which for us in Bloomberg Intelligence are high conviction out of consensus views at where we see catalyst ahead that can actually change the market's mindset around these companies.