Tesla Estimates Cut Further, Trump Tariffs

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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are:

Craig Trudell, Bloomberg Global Autos Editor, discusses the impact of tariffs on autos. Tesla's first-quarter vehicle deliveries were far below estimates, confirming "unprecedented brand damage" due to car-buyer backlash against Elon Musk.

Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses the impact of tariffs on regional banks.  Knock-on effects from tariffs and weaker economic activity are introducing greater risks to regional banks' top lines, while credit quality could weaken from shakier consumer trends and rising commercial-loan losses.

Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses how tech companies are being impacted by Trump's tariffs. Apple is finding itself squarely in the crosshairs of President Donald Trump’s new tariffs, even after a yearslong effort to insulate the iPhone maker from trade wars and supply chain disruptions.

Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses how TV ads can be influenced by auto tariffs. With tariffs upending auto supply chains and raising production costs, local TV may face declines in its largest advertising category in 2025.

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