

US Core PCE Rises, Estée Lauder Pulls Guidance
Oct 31, 2024

Guest
Ira Jersey
Guest
Geetha Ranganathan

Guest
Olaolu Aganga
Guest
Deborah Aitken
Guest
Mandeep Singh
Guest
Rania Sedhom
Ira Jersey, Bloomberg's Chief US Interest Rate Strategist, delves into the latest PCE data and its implications for interest rates. Geetha Ranganathan discusses Comcast's potential cable spinoff amid subscriber losses and Peloton's leadership shakeup. Olaolu Aganga offers market outlook amid economic uncertainty, while Deborah Aitken analyzes Estee Lauder's struggles due to weak Chinese demand. Mandeep Singh reviews tech earnings from Meta and DoorDash, and Rania Sedhom highlights the legal battle involving AI music platforms and artists' rights.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Intro
00:00 • 3min
Analyzing Core PCE Trends and Their Implications for Inflation
03:02 • 2min
Comcast's Strategic Shifts Amidst Revenue Challenges
05:20 • 2min
Streaming Challenges and Corporate Shifts
07:01 • 4min
Financial Turnaround and Market Insights
11:23 • 3min
Investment Strategies Amid Economic Uncertainty
14:48 • 13min
Financial Strategies and Market Impacts
27:46 • 3min
Tech Earnings Analysis and Market Reactions
31:15 • 5min
Exploring the Competitive Landscape of Food Delivery Services
36:01 • 2min
AI and Ethics in Music
37:51 • 7min
The Impact of AI on the Music Industry and Content Creation
44:28 • 2min