Monica Guerra, Executive Director at Morgan Stanley Wealth Management, shares insights on Trump's economic policies and cabinet selections. Ellen Wald, Senior Fellow at the Atlantic Council, dives into the complexities of the oil market amid Middle Eastern tensions. Lisa Mateo, a Bloomberg journalist, adds her take on current events. The discussion touches on the $2 trillion budget deficit, immigration reforms, and the unexpected stability of oil prices, reflecting on their implications for inflation and the U.S. economy.

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.

Michael Halen, a senior analyst at Bloomberg Intelligence, dissects McDonald's recent sales challenges, including an E. coli outbreak and competition pressures. Gene Munster shares insights on U.S. tech earnings, detailing the impact of AI on giants like Google. Neil Grossman offers a market outlook influenced by the upcoming elections, while Ellen Wald discusses how geopolitical factors are affecting global oil prices. Their conversations reveal dynamic strategies within the food and tech sectors, providing a roadmap for investors navigating current economic terrain.

Israel Minister of Strategic Affairs discusses Israel's goal to cripple Hamas. Oil surges after Hamas' attack. Concerns over terrorist activity outside the Middle East. Iran's enabling of proxies. Long-standing relationship between Iran and Hamas. Challenges in taking over Gaza. Biden administration's approach to the conflict.

Carol Pepper, founder of Pepper International, discusses CEO confidence and a bullish market outlook amidst Bitcoin's rapid rise to $100,000. Ellen Wald, president of Transversal Consulting, analyzes oil prices and OPEC+'s recent production adjustments. The duo dives into the implications of regulatory changes in cryptocurrency, newfound optimism in markets, and strategies for long-term investment. Plus, they highlight how Bitcoin's growing appeal compares to traditional assets, shedding light on the dynamic landscape of today's financial markets.

Madison Muller, a Bloomberg News health reporter, delves into activist investor Starboard Value's $1 billion stake in Pfizer, revealing the company's struggles post-COVID. Katie Thomas analyzes consumer spending trends, especially for Halloween. Dr. Ellen Wald discusses the impact of Middle Eastern tensions on oil prices, while Teri Williams highlights the economic progress of Black women in promoting inclusivity. Jamie Battmer offers insights on today's investment landscape amidst these challenges.

David Bianco, Chief Investment Officer for the Americas at DWS, discusses key earnings reports and their impact on market moves. Ellen Wald, Senior Fellow at the Atlantic Council, highlights the geopolitical energy risks affecting the commodities market, particularly oil prices amid tensions. Steph Guild, Head of Investment Strategy at Robinhood, shares insights on market correction odds and the shifting dynamics for young investors navigating today's volatile trading landscape.

Guests Lara Rhame, Jack Manley, and Ellen Wald discuss the nuances of inflation, Fed's patience, and strategic oil reserves. Topics include inflation complexities, growth indicators, Fed rate cuts skepticism, equity market performance, investment strategies, and the impact of interest rates on housing market.

Randy Kroszner, Bill Dudley, Alan Ruskin, Tiffany Wilding, and Ellen Wald discuss the US jobs report and the impact of wage growth on the economy. They also analyze interest rates, Bitcoin, labor market trends, economic growth, stability in oil prices, and escalating conflict in the Middle East.

Guests include Michael McKee and Ellen Wald discussing the impact of oil on US inflation. Matthew Boyle shares the story of MBAs buying small companies. Sumant Sinha talks about renewable energy investing. Thomas Martin provides insight as a portfolio manager. Topics include rising oil prices, Entrepreneurship Through Acquisition, advancements in renewable energy technologies, treasury trade outlook, and the performance of mega-cap stocks.