2025-07-04
38 分钟This is an iHeart Podcast.
This is Bloomberg Intelligence with Paul Sweeney.
The real outperformance has been the U.S. corporate high yield.
The markets tell me, here's another AI play.
Just bid it, buy it.
One person's chaos is another person's animal spirits.
Breaking market headlines.
And corporate news from across the globe.
The semiconductor business is a really cyclical business.
These are two big time blue chip companies.
Are people just too exuberant out there?
Bloomberg Intelligence with Paul Sweeney on Bloomberg Radio.
YouTube, and Bloomberg Originals.
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 and 130 industries our analysts cover worldwide.
Today, we'll look at Oracle signing a cloud deal with $30 billion a year.
plus later on a big take story on the treasury department's cyber security vulnerabilities but first we begin with an outlook into travel and leisure for the second half of 2025.
according to a bi u.s travel survey tariffs inflation and geopolitics could deter consumers from spending money on hotels and flights jody lorry bloomberg intelligence analyst breaks it down for a large part the companies have been doing pretty well and from a credit perspective we've seen pretty decent total returns for the indices.