Bloomberg Surveillance

Surveillance: Sahm on Fed's Next Steps

Oct 19, 2023
Guest
Claudia Sahm
Claudia Sahm, Founder of Sahm Consulting, expects the Fed to get inflation back to 2%. Mark Esper wants a stronger consensus among Western leaders. Cameron Dawson says consumer spending is starting to soften. Seema Shah expects an economic slowdown. Brian Wieser breaks down Netflix's strong earnings report.
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Episode notes
1
Introduction
00:00 • 3min
2
The Fed's Consensus on Inflation and the R-Star
02:36 • 6min
3
The Motivations behind the Recent Attack by Hamas
08:58 • 8min
4
Analyzing the Struggle of Airlines and its Implications for the Economy
16:46 • 2min
5
Earnings Growth and Consumer Spending
18:20 • 9min
6
Understanding Rising Yields and Potential Financial Risks
27:49 • 2min
7
The Decline of Traditional TV and the Rise of Streaming Services
29:56 • 9min
8
The Distribution of Talent in the Entertainment Industry
38:30 • 2min