Bloomberg Surveillance Surveillance: US CPI with Porcelli
Sep 13, 2023
Tom Porcelli reacts to US CPI report, Tom Forte discusses Apple stock and share buybacks. Regina Mayor talks about demand destruction in oil. French Hill discusses impeachment probe into President Biden. Doug Kass talks about challenges faced by Apple stock. Exploration of wages, revenue, and inflation challenges. Analysis of Apple's position in US-China tensions and upcoming iPhone release. Discussion on global demand for petroleum and supply challenges. Impeachment inquiry, cost of living, and financial markets concerns.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Challenges of Wages, Revenue, and Inflation
02:09 • 13min
Apple Caught in the Middle of US-China Tensions
14:49 • 2min
Resiliency of Global Demand and Supply Challenges
17:01 • 5min
Impeachment, Biden's Assertions, and UAW Strike Concerns
22:17 • 8min
Impeachment Inquiry, Cost of Living, and Financial Markets
30:19 • 2min
Excessive Spending in Baseball and Shorting Apple
32:14 • 6min
Distortions in the Economy and Markets: Impact of Monetary Policy and Market Structure Changes
38:12 • 4min