Supreme Court rulings on US President Donald Trump’s tariffs, Federal Reserve Governor Lisa Cook’s firing, FCC penalties against Verizon, AT&T and T-Mobile, and on the legality of prediction markets like Kalshi and Robinhood are among the key 2026 catalysts that Bloomberg Intelligence’s litigation and policy analysts are watching in 2026. In this episode, the team also discusses other matters: crypto legislation to bring clarity for companies like Coinbase; deregulation to ease capital rules for banks like JPMorgan and Bank of America; relaxed TV ownership caps for companies like Nexstar and Sinclair; and suits challenging H-1B changes. We also discuss numerous antitrust issues, including Netflix’s bid for Warner Bros. Discovery, and FTC cases against Meta, Zillow, and pharmacy-benefit managers like UnitedHealth’s Optum and CVS Caremark. See omnystudio.com/listener for privacy information.
Analysis by Jen Rie of antitrust risk related to Netflix and Paramount Skydance bids for Warner Bros. Discovery led Bloomberg Intelligence’s Votes and Verdicts podcast this week. Justin Teresi analyzed Supreme Court arguments over US President Donald Trump’s ability to fire FTC commissioners and what it means for cases against pharmacy benefit managers and others, while Elliott Stein discussed the implications for the Federal Reserve Board. Matt Schettenhelm explored if the president’s anticipated artificial intelligence executive order can block state AI regulations. Nathan Dean discussed Trump’s proposed $12 billion farm-aid package and what it means for companies like Corteva and Nutrien. And Holly Froum discussed anticipated timing for the Supreme Court’s tariffs opinion and the outlook for lawsuits concerning tariff refunds.See omnystudio.com/listener for privacy information.
Analysis of antitrust risk attendant to bids for Warner Bros. Discovery by Comcast, Netflix and Paramount Skydance was among the topics discussed on Bloomberg Intelligence’s Votes and Verdicts podcast this week. Jen Rie explored that issue, while Justin Teresi analyzed Real Page’s settlement with the Justice Department over alleged collusion in the real estate rental market as well as Compass’ antitrust suit against Zillow for allegedly steering consumers to real estate agents who pay for placement. Matt Schettenhelm addressed the potential for owners of US TV stations, like Nexstar, to consolidate if the FCC eases existing ownership rules. Nathan Dean discussed deregulation for regional banks like US Bancorp and PNC. Holly Froum analyzed Bayer’s petition for Supreme Court review in Roundup weedkiller litigation.See omnystudio.com/listener for privacy information.
Key takeaways from Meta’s trial-court win over the FTC’s antitrust suit leads Bloomberg Intelligence’s Votes and Verdicts podcast this week. Jen Rie discusses that case, while BI litigation and policy analysts examine other critical issues, including potential preemption of state laws concerning artificial intelligence and President Donald Trump’s anticipated executive order on the subject. Nathan Dean discusses potential effects on companies like Apple, Skechers and Steve Madden of proposed bipartisan legislation to impose tariffs on countries that buy Russian oil. Elliott Stein analyzes the strength of the Justice Department’s investigation of JPMorgan and its ties to Jeffrey Epstein, and Holly Froum provides an update on an appeals court hearing that might revive claims alleging Tylenol causes autism and ADHD.See omnystudio.com/listener for privacy information.
Key takeaways from the end of the US government shutdown led this week’s episode of Bloomberg Intelligence’s Votes and Verdicts podcast. Nathan Dean and Duane Wright discussed the terms of the agreement and what they mean for the future of Affordable Care Act subsidies and companies like Centene and UnitedHealth. BI’s litigation and policy analysts also discussed other key developments, including the Consumer Financial Protection Bureau’s Nov. 11 notice that it can’t draw funds from the Federal Reserve while the central bank operates at a loss. Justin Teresi reviewed a Nov. 10 proposed class settlement between Visa, Mastercard and merchants involving about $38 billion in interchange-fee concessions and related policy changes.See omnystudio.com/listener for privacy information.
Key takeaways from Supreme Court arguments on Nov. 5 over the legality of the Trump administration's reciprocal and fentanyl-linked tariffs led Bloomberg Intelligence's Votes and Verdicts podcast this week. Holly Froum examined that while BI litigation and policy analysts discuss other important catalysts. Holly and Jen Rie analyzed litigation concerning a bidding war between Pfizer and Novo Nordisk for Metsera, a clinical-stage biotech company that makes anti-obesity drugs. Holly and Jen also discussed legal issues pertaining to Kimberly-Clark's $48 billion acquisition of Kenvue. Nathan Dean offered his views on paths being discussed to end the government shutdown.See omnystudio.com/listener for privacy information.
Key takeaways from President Donald Trump’s trip to Asia and the trade agreements reached lead Bloomberg Intelligence’s Votes and Verdicts podcast this week. Jennie Welch, chief geoeconomics analyst for Bloomberg Economics, examines that, while BI litigation and policy analysts discuss other important catalysts. Nathan Dean discusses possible paths to ending the government shutdown, as well as changes to the Federal Reserve’s stress-test process for big banks. Holly Froum discusses litigation challenging SNAP-funding shortfalls, and Texas’ lawsuit against Kenvue and Johnson & Johnson over alleged deceptive marketing regarding Tylenol. Matt Schettenhelm analyzes litigation challenging President Trump’s bid to increase H-1B visa fees. And Jen Rie explains recent developments in antitrust cases against Apple concerning its App Store.See omnystudio.com/listener for privacy information.
An update on the US government shutdown leads Bloomberg Intelligence’s Votes and Verdicts podcast this week. Nathan Dean examines that topic and the SEC’s effort to revitalize the IPO market, while BI litigation and policy analysts discuss other key catalysts. Matt Schettenhelm explores developments over the easing of FCC rules for TV broadcasters, as well as President Donald Trump’s amended defamation suit against the New York Times. Justin Teresi discusses the FTC case against pharmacy benefit managers like UnitedHealth’s Optum, CVS Health’s Caremark and Cigna’s Express Scripts over unfair drug-rebate practices. Holly Froum analyzes a lawsuit by victims of the Palisades Fire against the Los Angeles Department of Water and Power. Elliott Stein explores an Oct. 17 verdict in favor of three Sudanese refugees against BNP Paribas.See omnystudio.com/listener for privacy information.
Potential off-ramps to end the US government shutdown leads Bloomberg Intelligence analysts’ discussion on this episode of the Votes and Verdicts podcast. Nathan Dean examines that topic and the status of crypto legislation, while BI litigation and policy analysts discuss other key catalysts. Ben Elliott explores the ramifications of FHFA Director Bill Pulte’s social media posts about Fannie Mae and Freddie Mac risks. And Holly Froum analyzes a Delaware Supreme Court hearing involving Elon Musk’s Tesla pay package as well as the outlook for a US Supreme Court case concerning Bayer and its Monsanto unit’s Roundup weedkiller.See omnystudio.com/listener for privacy information.
Regulatory changes may ease the need for big banks in the US, Switzerland and Australia to hold AT1 or preferreds even as common equity requirements diverge across these regions. Japanese lenders may diversify their debt footprint with more issuance in US dollars. Join Bloomberg Intelligence’s global banks credit team for a webinar on the key topics that may impact bank capital structures around the world.See omnystudio.com/listener for privacy information.
In this week’s Votes and Verdicts podcast, Bloomberg Intelligence’s litigation and policy team examines several key catalysts. Justin Teresi examines how a new antitrust case against Zillow and Rocket’s Redfin challenging a 1Q deal between the two likely has steam and might spell significant changes or an end to the arrangement. Matthew Schettenhelm looks at President Donald Trump’s executive order on TikTok and the ramifications it may have for any potential legal challenges. Holly Froum explains how furniture tariffs may work following a Trump social media post and Nathan Dean outlines how a US government shutdown may end in the next week.See omnystudio.com/listener for privacy information.
In this week’s Votes and Verdicts podcast, Bloomberg Intelligence’s litigation and policy team examines several key catalysts. Matt Schettenhelm reviews the legality of President Donald Trump’s proclamation on raising H-1B visa fees to $100,000. Tamlin Bason explains the impact of the H-1B visa fee increase on IT-service companies like Cognizant and Infosys, and why a recent $1.5 billion settlement between Anthropic and authors matters. Nathan Dean updates his outlook on the likelihood of a US government shutdown this month, while Holly Froum discusses how Trump’s comments linking Tylenol to autism will affect class-action litigation against Kenvue.See omnystudio.com/listener for privacy information.
In this week’s Votes and Verdicts podcast, Bloomberg Intelligence’s litigation and policy team looks at a number of key catalysts. Elliott Stein discusses Federal Reserve Governor Lisa Cook’s lawsuit challenging her termination. Nathan Dean discusses the ramifications of moving to semiannual earnings reports, and offers his views on the likelihood of a government shutdown this month. Matt Schettenhelm discusses the suspension of the Jimmy Kimmel Show and what it means for Disney, Nexstar and Sinclair. He also gives an outlook on President Donald Trump’s defamation suit against the New York Times and on a potential TikTok deal. Jen Rie explains the FTC’s lawsuit against LiveNation, and analyzes the latest in Epic Games v. Google. Justin Teresi previews the remedies phase of DOJ’s antitrust case against Google’s ad-tech stack.See omnystudio.com/listener for privacy information.
An evolving US trade policy is pushing companies to find ways to navigate a shifting landscape. Reid Whitten, partner at Sheppard Mullin and expert in international trade regulations and investigations, joins Bloomberg Intelligence litigation analyst Holly Froum to talk about President Donald Trump’s reciprocal and fentanyl tariffs, the US Supreme Court’s upcoming review of lawsuits challenging the tariffs, regulatory and enforcement action risks faced by companies, as well as how quickly Trump may recreate the tariffs if the Supreme Court finds them unlawful. See omnystudio.com/listener for privacy information.
In this week’s Votes and Verdicts podcast, Bloomberg Intelligence’s litigation and policy team looks at a handful of key catalysts coming up. Jen Rie discusses a recent remedies ruling and next steps in the Justice Department’s antitrust case against Google over search. Holly Froum explains the Federal Circuit’s Aug. 29 ruling striking down President Donald Trump’s reciprocal and fentanyl-related tariffs, and looks ahead at how the Supreme Court might rule, with implications for companies like Nike, Apple, Amazon and Ford. Elliott Stein offers insights on Federal Reserve Governor Lisa Cook’s lawsuit challenging her termination, and Nathan Dean discusses the looming possibility of a government shutdown this month.See omnystudio.com/listener for privacy information.
In this week’s Votes and Verdicts podcast, Bloomberg Intelligence litigation and policy team looks at some of the key catalysts coming up after Labor Day. Nathan Dean discusses the path to de-regulation in the financials sector, the possibility of a government shutdown in September, and the future of SNAP benefits in the Farm Bill. Elliott Stein discusses Federal Reserve governor Lisa Cook’s lawsuit challenging her termination, litigation concerning sports-event contracts offered by Kalshi and Robinhood, and a class action trial against BNP Paribas concerning genocide in Sudan. Matt Schettenhelm analyzes the future of the TikTok ban, and he and Jen Rie discuss FCC and DOJ review of Nexstar’s proposed purchase of Tegna. We close with Jen’s discussion of the weakness of Elon Musk’s lawsuit against Apple and OpenAI.See omnystudio.com/listener for privacy information.
The SEC’s new regime under Paul Atkins is taking a friendlier approach to crypto, epitomized by Project Crypto, its blueprint for merging traditional and digital finance. In this week’s Votes and Verdicts podcast, Bloomberg Intelligence analysts Elliott Stein and Nathan Dean are joined by BI’s Head of Market Structure Research, Larry Tabb, to discuss the opportunities and challenges. Tabb gives a detailed explanation of the project, with the discussion covering the potential ramifications for trading, settlement, custody and liquidity, as well as how it fits within the SEC’s broader agenda. The status and timing of Congress’s CLARITY Act was also discussed.See omnystudio.com/listener for privacy information.
In this week’s Votes and Verdicts podcast, Bloomberg Intelligence analyst Ben Elliott discusses President Donald Trump’s social media posts concerning Fannie Mae and Freddie Mac and the complexities of executing a public offering of their shares or merging the two government-sponsored enterprises. Nathan Dean analyzed the potential impacts of Trump’s Aug. 7 executive order directing federal agencies to expand access to alternative investments in employer-sponsored contribution plans such as 401(k)s. Elliott Stein discussed Trump’s “debanking” executive order and his social media post threatening to sue Fed Chair Jerome Powell. Justin Teresi gave an overview of litigation concerning AI algorithmic pricing that could affect health insurers, hotels and REITs.See omnystudio.com/listener for privacy information.
President Donald Trump’s second term is bringing heightened focus on the regulatory environment and prospects for mergers. In the week’s Votes and Verdicts podcast, Bloomberg Intelligence analysts Jennifer Rie and Justin Teresi discuss catalysts related to the emerging antitrust approaches under Trump, including M&A trends at the DOJ stemming from the settlement of a merger case on Hewlett Packard Enterprise and Juniper Networks, and the latest on the FTC’s case against pharmacy benefit managers owned by UnitedHealth, Cigna and CVS. Holly Froum provides an update on this week’s tariff developments, with court challenges around the legality of reciprocal and fentanyl-related tariffs, and how rulings could affect new tariff mandates. Matthew Schettenhelm highlights activity at the FCC tied to the national television-ownership cap and comments by Newsmax opposed to deregulation. See omnystudio.com/listener for privacy information.
A July 31 federal appeals court hearing on the legality of President Donald Trump’s so-called reciprocal and fentanyl-trafficking tariffs was among the key catalysts Bloomberg Intelligence analysts examined this week. BI’s litigation and policy team also discussed the likelihood of a government shutdown in September. Additionally, they covered the outlook for antitrust clearance of Dick’s Sporting Goods merger with Foot Locker, as well as the remedies they expect in the Justice Department’s antitrust case against Google over search. Finally, they discussed the antitrust implications of Trump’s AI Action Plan.See omnystudio.com/listener for privacy information.