YOU CAN GET MICHAEL'S WORK ON THE BLOOMBERG TERMINAL. LET'S TALK ABOUT THE CONFIDENCE NUMBERS. JOANNA HSU JOINS US FROM THE UNIVERSITY OF MICHIGAN WHERE SHE IS THE DIRECTOR OF SURVEYS OF CONSUMERS.THIS ONE LOOKS PARTICULARLY GOOD, JOANNA. INFLATION EXPECTATIONS ARE LOWER THAN THE SURVEY AND LOWER THAN THE PREVIOUS READINGS. JOANNA: WE ARE SEEING SOME IMPROVEMENT FROM NOVEMBER.I THINK THE INFLATION EXPECTATIONS NUMBERS ARE DEFINITELY MOVING IN A FAVORABLE DIRECTION BOTH IN THE SHORT RUN AND LONG-RUN. THAT IS ...

The president the other day said maybe he would support a 50-year mortgage. Is that going to be the policy of the administration or where does that stand. >> I do know that we've been having meetings with uh principles in the White House to talk about what we can do about housing.And there's whole list of possible things that haven't been fully vetted and and um haven't been decided on yet. And but a 50-year mortgage, you could you could argue uh in favor of it that it could uh wouldn't necessarily but coul ...

So, yes, this is a very large credit facility or bridge bridge facility for this deal, $59 billion. It's large, but Netflix is a very strong credit. Right.Netflix is a company you would want to lend money to. So Netflix has single-A credit ratings and very, very low leverage ratio. It's growing EBITDA, significant free cash flow.So Netflix is a very strong company, a very good borrower. So it's not surprising that banks would line up to lend them money. Steve, Eventually this bridge facility is going to be ...

But I want to get to the broader markets. And we have a Fed meeting next week and there's a lot going on in rates as well. So let's bring in Rick Rieder.We have a ton of economic data coming out at the top of the hour, Rick. And normally we would have also jobs day to day. That's going to be pushed forward a couple of weeks or back, a couple of weeks, I should say.And this leads me to my my main question. Why would the Fed meet next week if they're not going to get the big jobs number out until after their ...

Well, I would just start and say that um I'm very surprised uh that Netflix won this. We'd been operating under the assumption that there are three subscale apps uh in the market uh Paramount, Max, and Peacock. Uh and so we always put a higher probability that those would be the ultimate winner of this Warner Brothers asset because it would allow them to take on Netflix.Here we're confronted with a situation uh where where the biggest app, the most successful app is actually, you know, trying to get bigger. ...

[музика] [музика] Владимир представитель делегация делегация представите корпорації бізнеса. ...

You certainly know how to get attention and you certainly got my attention when I saw this partnership that you have with so far. And I should point out you've had a partnership with them for some time, but I guess a little bit more formalized. Talk a little bit about exactly what type of content or advice, if you will, you think some of these folks need.You know, I think the basics are oftentimes overlooked. It's making sure that your savings are working incredibly hard for you in a high yield savings acco ...

What would be your advice for the Republican leadership, knowing that John Thune promised Democrats a floor vote. The House is in question. Yeah, So I think Senator Thune, Leader Thune is certainly going to fulfill that commitment.I think we know that that agreement, which is just a major extension of that, won't come forward. You know, in the House, I think they're frustrated because those eight weeks of the shutdown wasted the time to be able to do the negotiations. So the clock's ticking.Very quickly. Ye ...

Healthcare Affordability & Policy - The discussion centers on the high cost of living, particularly housing, groceries, and electricity, with concerns that Republican refusal to extend Affordable Care Act (ACA) tax credits will dramatically increase healthcare costs for millions [7][8] - Democrats claim to be focused on driving down the high cost of living, while Republicans are accused of lying about addressing inflationary pressures and now dismissing the affordability crisis as a hoax [8][10][11] - A bipartisan bill framework involving Representatives Gottheimer and Kiggans has been introduced as a potential path to ACA renewal [15] - 214 Democrats have signed a discharge petition to extend ACA tax credits for three years, needing only four House Republican votes to pass [16] - Senate Democrats, led by Leader Schumer, will force an up-or-down vote on extending ACA tax credits [17][18] - House Republicans are criticized for a "my way or the highway" approach, showing no interest in bipartisan solutions to fix the broken healthcare system and address the Republican-created healthcare crisis [20][21] - There's a possibility of a healthcare bill passing the Senate but failing in the House due to Republican opposition [22] Political Strategy & Redistricting - The Supreme Court's ruling on Texas redistricting is viewed as rubber-stamping a racially gerrymandered map engineered by Texas Republicans at Donald Trump's order [3] - Despite the adverse ruling, efforts will continue to ensure fair maps across the country, with California's Prop 50 cited as an example [3] - The speaker calls on more traditional or swing-seat Republicans to pressure their leadership to allow a vote on extending ACA tax credits [23]

Market Trends & Industry Dynamics - NEEDHAM initiates coverage on OKLO, highlighting its advantageous position in nuclear energy, suggesting a positive outlook for the nuclear energy sector [1] - Democratic California lawmakers condemn plans to boost oil drilling along the state's coastline, indicating potential regulatory challenges for oil producers [1] - The U S aims for energy dominance to sell energy to allies, reducing their dependence on adversaries [3] - AI's increasing demand for electricity is emphasized, highlighting the importance of energy supply [3][4] - Shale producers are innovating with longer laterals (up to 4 miles, with examples of 10-mile laterals offshore), improving land management and energy production [7] - U S natural gas prices are rising, raising questions about export policies to Europe [10] Government & Policy Impact - The Trump administration aims to cut red tape to reduce producer costs, potentially offsetting the impact of lower oil prices (WTI under $60/barrel) [5][6] - Policies in blue states, like California, are leading to increased oil imports and higher gas prices due to pipeline blockages and refinery shutdowns [12][13] - The Trump administration's strategy is to have low, affordable energy prices for everyone, requiring collaboration from states [14] - High electricity prices in some areas are attributed to policies favoring unreliable, intermittent, highly subsidized projects like offshore wind ($11 billion for 1 gigawatt) compared to reliable power sources ($1 billion for 1 gigawatt) [17]