Bloomberg Surveillance

Tesla beat Wall Street’s profit expectations to start the year as the automaker said demand for its electric vehicles is rebounding around the globe, hinting at a possible recovery for its long-struggling automotive business. Adjusted earnings rose to 41 cents a share in the first quarter, the company said Wednesday in a statement, higher than the 34-cent average of analyst estimates compiled by Bloomberg. It’s the second straight quarter Tesla’s earnings have exceeded expectations. Tesla said it “saw continued growth in demand for our vehicles” in parts of Asia-Pacific and South America, along with a rebound in North America and the Europe-Middle East region. The surprisingly optimistic comments come several weeks after the automaker reported one of its worst quarters of auto sales in years. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: See omnystudio.com/listener for privacy information.

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The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, April 22nd, 2026 Featuring: 1) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, talks about economic resiliency and investing amid a ping pong of headlines. 2) Aaron Kennon, Co-Founder & CEO at Clear Harbor Asset Management, joisn to talk about equities and the US economic impact of the Iran war. 3) Audrey Childe-Freeman, Chief FX Strategist for Bloomberg Intelligence & Win Thin, Chief Economist at Bank of Nassau, join for an extended discussion on the US economy and currency outlook. 4) Ed Mills, Policy Analyst at Raymond James, joins to discuss the latest on the war in Iran and Kevin Warsh's nomination for Fed Chair. See omnystudio.com/listener for privacy information.

President Donald Trump announced he was extending a ceasefire with Iran indefinitely a day before it was set to expire, even as plans for a fresh round of talks between the two countries fell apart. In a Truth Social post, Trump said Tuesday he would maintain a blockade over ships coming to and from Iran in the Strait of Hormuz. He said Pakistan, which had mediated between the two sides, asked for the US to hold off on fresh strikes and he was extending the ceasefire until Iran submits a new proposal “and discussions are concluded, one way or the other.” For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with PwC’s Alexis Crow & Ed Ludlow of Bloomberg News. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, April 21st, 2026 Featuring: 1) Alexis Crow, Partner & Chief Economist at PwC US, discusses how markets may be underestimating the severity of the Iran conflict. 2) Becca Wasser, Bloomberg Economics Defense Lead, on the looming expiration of the US-Iran ceasefire. 3) Troy Gayeski, Chief Market Strategist at Future Standard, talks investment opportunities in volatile markets. 4) Steve Laipply, Global Co-Head of iShares Fixed Income ETFs at BlackRock, examines demand for fixed income assets. See omnystudio.com/listener for privacy information.

Apple named hardware chief John Ternus as the iPhone maker’s next leader, with Chief Executive Officer Tim Cook shifting to the role of executive chairman. Ternus, 50, will become CEO on Sept. 1, the company said in a statement Monday. The Apple veteran was head of hardware engineering since 2021 and has spent 25 years focused on product development at the iPhone maker. Bloomberg News previously reported that Ternus was Cook’s heir apparent. Ternus’s hardware engineering division will be taken over by longtime deputy Tom Marieb, according to a person with knowledge of the matter. He will report to newly named Chief Hardware Officer Johny Srouji. In that role, Srouji is gaining oversight of a newly combined hardware engineering and hardware technologies group. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: See omnystudio.com/listener for privacy information.

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The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, April 20th, 2026 Featuring: 1) Isabelle Mateos y Lago, Group Chief Economist at BNP Paribas, discusses how global policymakers are positioning against geopolitical risk. 2) Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, talks earnings resilience and Fed policy expectations. 3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, examines the state of play in the Strait of Hormuz. 4) Matt Wrzesniewsky, Head of Fixed Income Client Portfolio Management at Vanguard, on credit spreads and carry strategies. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Wells Fargo’s Darrell Cronk & Amy Wu Silverman of RBC Capital Markets. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, April 17th, 2026 Featuring: 1) Darrell Cronk, President of Wells Fargo Investment Institute, on earnings expectations and portfolio positioning. 2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, discusses falling volatility and hedging opportunities. 3) Mark Luschini, Chief Investment Strategist at Janney Montgomery Scott, assesses the catalysts keeping markets near record highs. 4) Yael Selfin, Vice Chair & Chief Economist at KPMG UK, examines the impact of rising energy costs on the Eurozone inflation outlook. See omnystudio.com/listener for privacy information.

Netflix gave a forecast for the second quarter that fell short of analysts expectations, sending the shares down in extended trading. The streaming pioneer also announced that chairman and co-founder Reed Hastings is stepping down from the board after 29 years to pursue philanthropy and personal interests. Revenue rose 16% in the first three months of the year to $12.3 billion, compared with estimates for $12.2 billion, the company said in a statement on Thursday. Earnings per share for the quarter were $1.23 compared with estimates of 76 cents. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Brown University’s Wendy Schiller & Bob Doll of Crossmark Global Investments. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, February 15th, 2026 Featuring: 1) Bob Doll, CEO & CIO at Crossmark Global Investments, discusses mixed signals in the US economy. 2) Dan Tannebaum, Partner at Oliver Wyman & Senior Fellow at Atlantic Council, examines the likelihood of a US-Iran peace deal. 3) Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley Investment Management, talks real estate resilience amid geopolitical risks. 4) Wendy Schiller, Professor of Political Science at Brown University, on the state of Iran negotiations and President Trump's threats to fire Fed Chair Jerome Powell. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Macro Risk Advisors' Dean Curnutt & Patrick Murphy of Hilco Global. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, April 15th, 2026 Featuring: 1) Dean Curnutt, Founder & CEO at Macro Risk Advisors, examines the gap between implied and realized volatility.2) Patrick Murphy, Executive Director: Geopolitical Advisory at Hilco Global & former Under Secretary of the Army, discusses the economic consequences of the Strait of Hormuz blockade.3) Stephanie Roth, Chief Economist at Wolfe Research, on how a prolonged Iran stalemate will impact monetary policy and the Fed's path ahead. 4) David Sowerby, Managing Director & Portfolio Manager at Ancora, talks earnings growth expectations for 2026. See omnystudio.com/listener for privacy information.