Barry Ritholtz talks to Ed Hyman, founder of Evercore ISI Intl Ltd. They discuss the evolution of data resources in finance, navigating financial forecasts, market insights, economic indicators for a potential recession, Jerome Powell's views, cybercrime preparedness, and mentorship in investing.

Ed Hyman, Evercore ISI Chairman & Head of Macro Economic Research, sees the Fed hiking one more time then they will be done. Thomas Tzitzouris, Strategas Head of Fixed Income Research, believes inflation expectations are bottoming for this cycle. David Lebovitz, JPMorgan Asset Management Global Market Strategist, warns against chasing the rally. Ellen Wald, Atlantic Council Senior Fellow, isn't surprised by Saudi Arabia's search for "global prestige" in the sports world, as they are "not really getting it from oil anymore." Helane Becker, TD Cowen Senior Research Analyst, discusses the airline industry following the influx of travel on July 4th. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Ed Hyman, Chairman of Evercore ISI, shares his market predictions and discusses the likelihood of an impending recession. Wendy Schiller, a Brown University professor, analyzes the upcoming Trump-Harris debate and their economic proposals. Mandeep Singh, Senior Tech Analyst at Bloomberg Intelligence, offers insights into the Nvidia probe and its potential effects on tech markets, alongside a preview of Apple's event. This lively conversation covers important economic indicators and the evolving landscape of U.S. politics.

Geoffrey Yu is a global markets expert, while Michael Darda and Ed Hyman are renowned economists offering sharp insights into economic trends. They dive into the current economic landscape shaped by fear and opportunity, highlighting the upcoming Federal Reserve decisions. The trio discusses American exceptionalism and the risks of over-relying on data. Hyman presents an optimistic outlook on American growth, emphasizing productivity's crucial role in shaping central bank strategies.

Joined by Geoffrey Yu, Senior Strategist at BNY, who discusses the Federal Reserve's potential rate cuts and their effects on global markets. Ed Hyman, Chairman at EvercoreISI, revisits his changing economic outlook influenced by the Fed's recent actions. Joumanna Bercetche shares insights from her interview with Iraq's Prime Minister, highlighting Iraq's delicate diplomatic ties with Iran and the U.S., and its role as a regional mediator. The dynamic relationship between geopolitics and economics unfolds, revealing challenges and opportunities in a tense global landscape.

Ed Hyman, chairman of Evercore ISI and expert in fiscal policy, dives into the heated debate over taxing unrealized capital gains, especially in light of the 2024 presidential race. He discusses the challenges of forecasting a recession and the complexities of current U.S. economic dynamics, including inflation and job market concerns. Hyman also touches on migration trends to tax-friendly states, and the potential repercussions of new tax policies on the capitalist system. His insights highlight the intricate balance between fiscal policy and market analysis.

Ed Hyman, an influential economist, shares his insights on economic indicators affecting the Federal Reserve's actions. He delves into the 'chart paragraph' presentation style that enhances data visualization. The discussion includes a critical analysis of the Fed's recent interest rate decisions amid labor market conditions. Hyman also touches on the implications of taxing unrealized gains and its impact on capitalism, expressing skepticism about feasibility while hinting at market insights to come.

Maya MacGuinneas discusses the federal budget deficit, Amos Hochstein talks about US energy policy, and Ed Hyman covers economic signals. Topics include Middle East conflict, energy strategies, US energy transition, inflation's impact on retirement security, Federal Reserve's approach to economic changes, and 2025 fiscal policy challenges for the US.

Economists Ed Hyman and Paul Donovan discuss the Fed's strategies and the differences in economic philosophies between the US and Britain. They also delve into market economics, credit spreads, and yield curves as indicators of potential recessions.

Guests Ed Hyman, Sebastien Page, and Michael Nathanson discuss risks of Fed rates, inflation hedges, and Disney-Comcast battle. Topics include economic uncertainty, Apple's market challenges, investment strategies in volatile markets, immersive theme parks, and Disney analysis.