Analyzing JPMorgan investor day, market outlook, Iran's political turmoil, and Qatar economic forum. Insightful discussions on commodities, board meetings revolution, AI tools for governance, and diverse tech topics with Edward Norton.

Alison Williams, a Senior Global Banks Analyst at Bloomberg Intelligence, shares insights on Morgan Stanley and Bank of America's earnings, revealing the impact of market trends. Larry Connor, founder of the luxury real estate firm The Connor Group, discusses housing affordability and the need for regulatory change. Gina McCarthy, former EPA Administrator, talks about climate change's connection to California wildfires and the push for clean energy. Max Wasserman provides strategic investment insights, focusing on market dynamics amidst economic fluctuations.

Alison Williams, Senior Global Banks Analyst at Bloomberg Intelligence, shares insights on Morgan Stanley's strategic shift towards wealth management. Brad Stone, Bloomberg Businessweek editor, discusses the lack of bold ideas in the current presidential campaign and its impact on voter sentiment. Tom McGee, CEO of ICSC, offers a look into the 2024 holiday shopping intentions survey, revealing evolving consumer behaviors. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, provides perspectives on today’s market conditions, highlighting investment trends and the retail sector's adaptation to changing habits.

Senior Analyst Alison Williams discusses bank earnings. Whitney Tilson debates President Biden's ticket. CIO Cam Dawson talks about PPI, inflation, and the equity rally. Bob Hormats examines US China policy for the 2024 election.

Geetha Ranganathan recaps Disney earnings, Alison Williams discusses UBS earnings, Steve Man talks about Tesla layoff fears, Christopher Ciolino discusses Caterpillar earnings, Deborah Aitken discusses Estee Lauder workforce cuts, and Michael Halen talks about how the Mideast war is affecting McDonald's sales.

Alison Williams, a Senior Analyst at Bloomberg Intelligence focusing on global banks, and Lauren Saidel-Baker, an Economist at ITR Economics, join the discussion. They delve into the recent easing of the Consumer Price Index (CPI) and its implications for bank earnings. A strong performance from major banks like JP Morgan and Citigroup is highlighted, alongside an analysis of inflation trends and the rising costs of housing. The experts also explore the relationship between labor market dynamics and the potential impact of tariffs on overall economic conditions.

Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, shares insights into the U.S. election's impact on various industries. Wendy Schiller, a Brown University Professor, delves into the political ramifications of a potential Trump victory. Alison Williams discusses how banks could benefit from regulatory changes. Yayoi Sekine looks ahead at the growth of renewable energy. Matthew Palazola analyzes Berkshire Hathaway's earnings and cash reserves, while Wendy Thomas talks about SecureWorks' acquisition by Sophos and implications for cybersecurity.

Dennis Lockhart, former Atlanta Fed president, dissects the Federal Reserve's latest decisions and their implications. Catarina Saraiva discusses how the presidential election shapes the Fed's future. Dan Ives analyzes what a Trump presidency means for big tech, hinting at regulatory shifts. Janet Rilling explores the bond market landscape, focusing on interest rates and inflation. Alison Williams shares insights on the banking sector's newfound optimism post-election, driven by anticipated regulatory changes and rising interest rates.

Mandeep Singh, senior tech analyst, shares insights on Alphabet's strong earnings amid Meta's AI concerns. Sam Fazeli discusses Eli Lilly's challenges in the pharmaceutical market. Corey Cantor highlights the impact of U.S. presidents on EV fuel economy standards. Carmen Arroyo reveals the fragility of the commercial mortgage-backed securities market, particularly in U.S. office spaces. Alison Williams analyzes UBS's earnings, while Rhett Buttle emphasizes business leaders' roles in advocating for secure elections, showcasing the intersection of finance and civic responsibility.

Woo Jin Ho, a Senior Technology Analyst, discusses the shocking resignation of Super Micro's auditor and its impact on the AI market. Alison Williams analyzes UBS's strong performance compared to European banks, showcasing its robust equities business. Sam Fazeli dissects Eli Lilly's disappointing earnings and the challenges they face with obesity drug demand. Mandeep Singh highlights Google's impressive performance in a competitive cloud market. Laura Davison shares insights on Puerto Rico's increasing political significance in U.S. elections, including recent controversies and voter integrity issues.