Frances Donald

Ethan Harris, BofA Securities Head of Global Economics, sees a mild recession early next year. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist says market is pricing in four Fed rate cuts next year. Kathy Jones, Charles Schwab Chief Fixed Income Strategist says there's a lot of disinflation in the pipeline. Dan Ives, Wedbush Sr. Research Analyst says AI is going to bigger than the street anticipates. Sean O'Brien, Brotherhood of Teamsters General President says Amazon is definitely a target going forward.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.

China's intention to reunify Taiwan, global easing cycle, balanced portfolio approach, Apple's expanding margins, Houthi attacks on Red Sea shipping vessels, consequences of new bank capital rules, geopolitical situation in the Red Sea

Former St. Louis Fed President and global chief economist discuss May's CPI data and Fed rate decision. Citi Research MD shares bullish tech stock outlook. Topics include inflation, market volatility, retirement security, and market sentiment.

Economic experts Neil Dutta and Frances Donald discuss PCE data and inflation. Former Watergate prosecutor Nick Akerman talks legal implications for Trump. Harvard's Jason Furman shares insights on inflation and eco policy.

Ken Leon discusses Disney earnings, Steve Eisman talks rate cuts and recession outlook, Frances Donald highlights concerns of a hard landing in China. They cover various economic topics such as AI adoption impact, Disney's strategic focus, investment services ads, energy consumption, global taxation trends, and superstar concerts popularity.

Frances Donald and Ian Lyngen discuss this week's inflation data, Dennis Gartman shares a bearish take on equities and gold, Marcus Ashworth covers the ECB decision. Topics include PPI data, CPI reaction, gold trade, inflation trends, and market updates.

Anurag Rana discusses Apple's iPhone production in India. Frances Donald analyzes U.S CPI data. Shana Sissel shares market outlook. Jeffrey Cleveland talks about the U.S economy. Sally Bakewell discusses U.S banks' profit guidance.

On the podcast, they discuss the Fed decision with experts from JP Morgan and the Atlanta Federal Reserve. They delve into concerns about the labor market and market disruption. They also explore anticipation for the Fed's decision day and economic impact of central bank bias. Additionally, they touch on cultural acceptance, CEO styles, and pricey leather jackets.

The podcast discusses the Wall Street relief following the inflation report, featuring insights from experts on interest rates, PCE, market trends, and newspaper headlines. Topics include analysis of economic indicators, GDP, inflation dynamics, market risks, financial services, COVID effects, and reflections on a classic movie.

Frances Donald, Chief Economist and Strategist at Manulife Investment Management, discusses the structural shift in the economy, predicting a US recession in 2024 and tactical opportunities in fixed income markets. The conversation explores the shift towards a supply-driven global economy, implications for inflation and fiscal policy, and advice on macro strategy and communication skills.