Bloomberg Surveillance Bloomberg Surveillance TV: May 7, 2024
May 7, 2024
Steve Eisman, Mark Zandi, and Hugh Johnston discuss US deficit, Fed rate cuts, Disney's Q2 report, streaming, and parks division outlook. Topics include solar tariffs, investing trends in AI, caution in stock market, and Marvel movie disappointments. Also covers economic forum, inflation, interest rates, debt impact, potential economic slowdown, and Disney's strong business performance and streaming strategy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Political Analysis, Solar Tariffs, and Investing Trends
01:42 • 13min
Discussion on Stock Market Strategy and Marvel Movies
14:51 • 2min
Diverse Topics: Movie Critique, Financial Planning, and Economic Forum
17:18 • 1min
Understanding Inflation, Interest Rates, and Debt
18:47 • 8min
Analysis of Wage Impact on Labor Market and Potential Economic Slowdown
26:56 • 2min
Disney's Strong Business Performance & Streaming Strategy
29:03 • 7min
Discussion on Bringing Joy, Business Deals, and Upcoming Economic Forum
36:28 • 3min