You also write in the note that you've been tracking how Walsh's sentiment has changed since his time as a Fed governor during the great Financial Crisis 2006 to 2011, I believe. What did you find. Well, good to be with you.I found what you'd expect, which is he's been hawkish throughout his entire public career up until about the six months during which he's been interviewing for the Fed job, for a president who calls himself a low interest rate person. Shocking, I know. Isn't it like kind of baffling.I th ...

Why is Netflix the preferred partner for this deal. The Netflix transaction is the result of a very extensive process that this board really undertook in 2022 after we acquired WarnerMedia to get the value out of those assets, to deliver the company, to make the operations more effective and robust, and then looked at separating the businesses. And then it turned out not only did we have the possibility to separate the two businesses, but also a lot of people were interested in buying one or the other or bo ...

Might those shareholders be more thrilled if you get a sweetened offer from Paramount. Skydance's If they pony up $34, would that that complicate things. If we receive a revised proposal from Paramount, we will do what we have done for months, which is we will consider it on its terms, on the merits, not based on what they say they will do or may do in the media, but what they actually are willing to commit to in a legal document.Value and certainty are our separate but entirely related. It's excellent to s ...

I think volume is going to be the real marker because we've always had a few here and there. But once we see sponsors feel like they can go back into the market and exit their portfolio companies and start reusing some of that capital for new investments, I think it'll trigger an outpouring of M&A as well. So the IPO market as an early indicator of what we're going to see in the M&A market, a lot of the change is just at the level of rhetoric.But even toning down the rhetoric has helped a lot to restore con ...

Let's talk about crypto if we dare. My god. We had a a 72 handle on Bitcoin a little while ago.It's off the lows. We're at $73,008.50%, still down 3%. Are these tied together.Because this has been a brutal couple of weeks. Certainly been a brutal couple of weeks when we take a look at cryptocurrencies, Bitcoin in particular. Bitcoin today hitting its lowest level since 2024, but we're really seeing about, so many dollars, almost a trillion dollars coming out, half $1,000,000,000,000 being wiped out in this ...

Anthropic. It accelerated the sell off in software stocks after it rolled out that new AI automation tool. Bloomberg equities reporter Carmen Reinke has been following this story.I mean, the numbers are gargantuan. I think it's something like $2,000,000,000,000 been wiped off that Goldman Sachs software index more broadly since its highs. But what can stop the rot right now.Because this has gone global. You know, that's such a great question, and we're really seeing such a broad reaction to the software its ...

>> LIVE FROM BLOOMBERG'S WORLD HEADQUARTERS IN NEW YORK CITY, WE ARE TRACKING THE KEY PLAYERS, MAJOR MOVES AND THE CAPITAL FLOWS SHAPING MARKETS. THIS IS "BLOOMBERG DEALS." >> WELCOME TO THE FIRST EVER EPISODE OF "BLOOMBERG DEALS." THE ONLY SHOW DEDICATED TO CORPORATE ACTION RESHAPING MARKETS. LET'S GET THE BIG DEALS THIS WEEK.ELON MUSK IS COMBINING SPACEX AND X AI IN A DEAL THAT COMBINES AT $1.25% TRILLION. TEXAS INSTRUMENTS REACHES A DEAL TO BUY FOR $7.5% BILLION. WE WILL SPEAK WITH THE BROOKFIELD CEO BRU ...

MATT: I MATT MILLER. DANI: I'M DANI BURGER. "BLOOMBERG OPEN INTEREST" STARTS RIGHT NOW.FEARS OF AI DISRUPTION RIPPLE THROUGH MARKETS, HITTING SOFTWARE MAKERS AND AD AGENCIES, AS WELL AS FINANCE AND INVESTMENT FIRMS. DANI: DIVERGENCE IN PHARMA, ELI LILLY, SURGING SALES. NOVO NORDISK, STEEP DECLINE.MATT: FROM SANTANDER AIR TO NVIDIA, DEALMAKING IS BACK AT OF THE DEBUT OF DANI'S NEW SHOW, "BLOOMBERG DEALS." DANI: I DIDN'T KNOW WE WERE GOING TO DO THAT AT THE TOP OF THE SHOW. THANK YOU, MATT. I'M LOOKING FORWAR ...

President started his day on the phone with President Xi. Bloomberg's Tyler Kendall is going to join us to dig into this. I have just completed an excellent telephone conversation.He writes on truth Social with President Xi of China. It was a long and thorough call where many important subjects were discussed, including trade, military, the April trip that I will be making to China, Taiwan, the war between Russia, Ukraine, the current situation with Iran, the purchase of oil and gas by China from the U.S., ...

President Trump and I had a a good working relationship for four years. I'd like to say he was not just my president. He was my friend. It was a fluid relationship. The president uh gave me extraordinary opportunities to champion our agenda on Capitol Hill, around the country, represent America, around the world. So, I remember in one of our last uh conversations, um he still seemed very dejected and very down. And I I um uh I looked at him and I told him and I said, "Well, you know, I'm praying for you. " ...