Bloomberg Surveillance Bloomberg Surveillance TV: May 3, 2024
May 3, 2024
Mohamed El-Erian and Jeff Rosenberg discuss April's nonfarm-payrolls data. Pierre Ferragu analyzes Apple's strong Q1 earnings. The podcast covers job report analysis, AI advancements, Chinese market trends, iPhone growth, and Apple's market position.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Analyzing the Goldilocks Job Report
01:38 • 14min
Analysis of Sales Stabilization and AI Upgrade Cycle Potential
15:28 • 2min
Analysis of Market Trends in China and Discrepancy with Company Guidance
16:59 • 2min
Analysis of iPhone Growth and Stock Performance
18:52 • 2min
Analysis of Apple's Position in the Market Amidst Regulatory Pressure and Tech Rate Erosion
21:04 • 2min