Following Donald Trump’s election victory on Nov. 5, a series of personnel and policy changes at the Federal Trade Commission and Department of Justice could have significant ramifications for the antitrust landscape in the years to come — both in terms of M&A oversight and future enforcement actions. Big tech companies like Google, Meta, Amazon.com and Apple may still be in the spotlight, while health-care leaders UnitedHealth, CVS and Cigna could also face scrutiny. In this episode of...

President-elect Donald Trump’s Nov. 5 victory is poised to have significant effects on a wide swath of industries, likely helping determine whether banks, drugmakers, health insurers, internet platforms and automakers remain under regulatory pressure or see some relief. Corporate tax rates and antitrust scrutiny of M&A will also be affected. Bloomberg Intelligence policy analysts on Nov. 7 discussed the anticipated election impacts across a number of industries and topics. See...

The US presidential election on Nov. 5 will likely have significant ramifications for the energy and renewables sectors, affecting companies ranging from oil and gas producers such as Exxon Mobil and Hess to renewables enterprises First Solar and Enphase. On Oct. 29, Bloomberg Intelligence analysts Nathan Dean, Rob Barnett, Will Hares, Vince Piazza, Brett Gibbs and Talon Custer discussed the implications of the election and answered questions about the outlook. Topics included the future of...

The US presidential election on Nov. 5 is likely to have significant effects on the antitrust landscape for years to come, with appointments to the Department of Justice and the Federal Trade Commission on the line, as well as differing approaches to both the oversight of mergers and acquisitions and future enforcement actions. Big tech companies like Google, Meta, Amazon.com and Apple have been in the spotlight in recent years, though electoral outcomes could modify this focus. In this...

The US presidential election on Nov. 5 will likely have significant impacts on the consumer space, from potential tariffs to possible “price gouging” laws affecting companies including Volvo, Nike, Kroger, Walmart and others. In this episode of the Bloomberg Intelligence Votes and Verdicts podcast, analysts Holly Froum and Poonam Goyal discussed the implications of the election and what it means for the US consumer industry.This episode was recorded on Oct. 22. See omnystudio.com/listener for...

The US presidential election on Nov. 5 may have significant effects on the industrial space from the potential elimination of tax incentives and related funding for electric vehicles, to PFAS (forever chemicals) regulations and infrastructure policies affecting companies like Ford, General Electric, Sensata, Eaton, First Solar, 3M and others. In this episode of Bloomberg Intelligence’s Votes and Verdicts podcast, BI analysts Holly Froum, Scott Levine and Rob Barnett discuss the implications...

The US presidential election on Nov. 5 bring significant risks and opportunities for the health-care industry, with insurers, pharmaceutical companies and hospitals all watching for possible changes in programs such as Obamacare and Medicare. In this edition of the Votes and Verdicts podcast, Bloomberg Intelligence analysts Duane Wright, Glen Losev and Michael Shah discuss the potential impact of the US presidential and congressional elections on the industry. They cover key issues such as...

How will the 2024 US presidential and congressional elections impact the markets? Do economic factors matter more than the election outcome for equity market performance? What asset classes are most exposed to the US political outcomes? How important are geopolitical factors including China, Ukraine and the Middle East? On the latest edition of Votes and Verdicts, Nixon Peabody Trust Company Chief Investment Officer Daniel Kern joined BI analysts Elliott Stein and Nathan Dean to discuss these...

The corporate tax rate, state and local tax cap and individual tax cuts are all set to expire in the coming year, with their outcome dependent on how Americans vote on Nov. 5. Chris Cioffi, senior reporter for Bloomberg Tax, and Andrew Silverman, senior tax policy analyst for Bloomberg Intelligence, discuss their expectations for taxes after the 2024 elections in this edition of BI’s Votes and Verdicts podcast.This episode was recorded on Oct. 10. See omnystudio.com/listener for privacy...

The US presidential election on Nov. 5 may have significant effects on the telecom, media and tech sector, including on M&A enforcement. The future regulation of broadband and broadcasting could be reshaped, while internet platforms face risks of new data-privacy limits and changes to a key protection from legal liability. This Votes & Verdicts episode features the conversation between Bloomberg Intelligence analysts Matthew Schettenhelm, Jennifer Rie and Anurag Rana about the...

How will the 2024 US presidential and congressional elections affect the markets? Do economic factors matter more than the election outcome for equity market performance? How do seasonality and stock performance correlate? How would a Trump win vs. a Harris win affect the Treasury market? Does single-party rule or split governments make deficits grow faster? Gina Martin Adams, Bloomberg Intelligence’s chief US equity strategist, and Ira Jersey, chief US interest rate strategist, join BI...

The US presidential election on Nov. 5 will likely have significant effects on the financial-services industry, from the Basel III Endgame’s potential 9% hike in capital requirements for banks like JPMorgan, Bank of America, Citigroup and Goldman Sachs to increased debt requirements for midsized lenders such as PNC and U.S. Bancorp. As part of Bloomberg Intelligence’s election webinar series throughout October, BI analysts Nathan Dean, Elliott Z Stein, Alison Williams, Herman Chan and Arnold...

Investing, stocks, commodities, crypto and everything in between. This biweekly podcast with a focus on exchange-traded funds will guide you through the financial markets in Asia and beyond. Sponsored by HKEX. See omnystudio.com/listener for privacy information.

TikTok’s likelihood of dodging a Jan. 19 effective ban in the US took a nosedive after a difficult Sept. 16 court hearing, according to Bloomberg Intelligence litigation analyst Matthew Schettenhelm. In this Votes and Verdicts Brief, he joins BI colleague Elliott Stein to discuss the hearing, what’s next in the case and how the issue is likely to be resolved, and why competitors like Meta and Alphabet might benefit. See omnystudio.com/listener for privacy information.

Companies facing multibillion-dollar exposure from mass-tort personal-injury litigation have faced massive jury verdicts in 2024. In this Votes and Verdicts episode, BI litigation analyst Holly Froum is joined by mass-tort expert and attorney Joseph Fantini to discuss some of the major litigation facing consumer and industrial companies, including cancer claims against Bayer’s Monsanto weedkiller, Zantac lawsuits against drugmakers GSK and others, NEC litigation against Abbott and Reckitt’s...

What are the major impacts to the markets under an administration of former President Donald Trump or Vice President Kamala Harris? What are the risks and opportunities? SkyBridge Capital Co-Founder and Managing Partner Anthony Scaramucci joined Bloomberg Intelligence analysts Nathan Dean and Elliott Stein to discuss the market, sector and other impacts of the US elections. He also discussed his views on the current status of the SEC and whether US policymakers will develop a new regulatory...

A key TikTok hearing in its fight against the US government’s “sale or ban” law, Coinbase in court to force the SEC to make crypto rules, and Google fighting DOJ antitrust actions on multiple fronts are catalysts to watch in September. In this episode of the Votes and Verdicts podcast, host and Bloomberg Intelligence senior litigation analyst Elliott Stein gathered colleagues to discuss these and other litigation and policy themes. These include trials in the FTC’s challenges to the...

In this edition of Bloomberg Intelligence’s Votes & Verdicts podcast, Aude Gerspacher, BI’s senior litigation analyst, and Duane Wright, senior health care policy analyst, discuss the first results of the US government’s Medicare price negotiations, its implications and the outlook for the next list of drugs to be negotiated. See omnystudio.com/listener for privacy information.

This has been a monumental year for litigation facing historic PFAS manufacturers like 3M, DuPont and Chemours, after the finalization of massive class settlements to cover remediation claims by American water authorities in 1H. Despite those deals, the companies are still up against vast litigation risks. In this episode of Votes and Verdicts, Bloomberg Intelligence litigation analysts Holly Froum and Justin Teresi discuss what’s happened to date and where things are headed — with...

Big tech platforms Alphabet, Amazon, Apple and Meta are all ensnared in monopolization lawsuits brought by US antitrust enforcers bent on curbing the power of these companies and seeking, in some cases, court-ordered breakups. Alphabet’s Google recently lost at trial to the Department of Justice in one suit, and heads to court in September in another. What are all of these legal fights about, where do things stand in each suit, and when will they all play out? In this Votes and Verdicts...

Co-Executive Director of the AI Now Institute Sarah Myers West and Bloomberg Intelligence analyst Justin Teresi discuss the growth of artificial intelligence and the myriad antitrust policy and litigation considerations underpinning the industry today. In this episode of BI’s Votes and Verdicts podcast, we focus on how antitrust issues are being triggered by AI’s intrinsic need for data, the global race for dominance in the field and investments in smaller startups by larger, established...

New FCC rules on broadband companies being put on hold, a hearing on the FTC’s bid to block the Kroger-Albertsons deal, a potential key ruling in Zantac litigation against GSK and others are catalysts to watch for in August. In this Bloomberg Intelligence litigation and policy outlook episode of the Votes and Verdicts podcast host, BI senior litigation analyst Elliot Stein, gathered colleagues to discuss these and other matters. These include Part D drug-pricing announcements, a Bristol Myers...

What has Chairman Gary Gensler’s SEC gotten wrong and what’s it done right? What will his legacy be? How should pending SEC rules on AI and market structure be improved? Robinhood’s Chief Legal Officer Dan Gallagher and Bloomberg Intelligence’s director of market structure research Larry Tabb join BI’s Votes and Verdicts podcast, hosted by BI analysts Elliott Stein and Nathan Dean, to discuss these and other matters related to the SEC and its recent rulemaking and enforcement actions. See...

In this episode of Bloomberg Intelligence’s Votes and Verdicts podcast, BI analyst Duane Wright is joined by Joe Grogan, former Director of the Domestic Policy Council during the Trump administration, to discuss how policymakers should address key health issues over the next four years. Topics include the Affordable Care Act, the Inflation Reduction Act and Medicare coverage of weight-loss drugs. Grogan also talks about the potential of artificial intelligence as a tool to improve health-care...