Bloomberg Surveillance

Bloomberg Surveillance TV: July 31, 2024

Jul 31, 2024

James Bullard, former Fed Reserve President and current Dean at Purdue, predicts key moves by the Fed while reflecting on the challenges of balancing market expectations. Henrietta Treyz from Veda Partners discusses Kamala Harris's promising rise in swing state polls, hinting at electoral shifts. Dan Ives of Wedbush provides insights into Microsoft’s earnings, underscoring AI's growing role in the tech sector. The conversation delves into the complexities of inflation management and strategic economic policy balancing.

26:21

Creator website

Episode guests

James Bullard

Henrietta Treyz

Dan Ives

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The anticipated growth in AI monetization is set to significantly influence Microsoft's financial performance starting January 2025, reflecting broader tech sector trends.

AMD's strategic entry into the AI market indicates potential disruptions in competition with Nvidia, impacting the landscape of AI technologies and partnerships.

Deep dives

Impact of AI on Cloud Revenue

The conversation addresses the disappointing cloud revenue numbers, highlighting the anticipated shift in financial performance anticipated from advancements in AI technologies. The discussion emphasizes that AI monetization is expected to significantly contribute to revenue growth starting in January, with projections for the latter half of fiscal 2025 showing improvement. This shift underscores the importance of AI not only for Microsoft but for the broader tech sector, given the reliance on cloud services. Investors expressed robust confidence in Microsoft's future prospects following the insights shared during the earnings call.

Intro

2min

Tech Tides: AI, Cloud, and Consumer Innovations

7min

Exploring the Emotional Landscape of Fertility Treatment

2min

Harris Gains Ground in Key States

6min

Political Campaigns: Enthusiasm Over Policy

3min

Navigating Federal Reserve Dynamics

8min

Navigating Inflation and Employment Dynamics

4min

- James Bullard, Former Fed Reserve President, Dean of the Mitchell E. Daniels, Jr. School of Business at Purdue University
- Henrietta Treyz, Veda Partners Director Economic Policy Research
- Dan Ives, Wedbush Senior Equity Analyst

Former St. Louis Fed President James Bullard looks ahead to the July Fed decision and Chair Powell’s news conference. Henrietta Treyz of Veda Partners weighs in on the newest Bloomberg-Morning Consult Poll and what’s next for both the Harris and Trump presidential campaigns. Dan Ives of WedBush reacts to Microsoft earnings.

See omnystudio.com/listener for privacy information.

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