Helane Becker

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.

Guests including Helane Becker, Lori Calvasina, Claudia Sahm, and Isaac Boltansky discuss topics such as airline industry confidence, sentiments around the equity market, December's jobs data, spending-cap deal in Congress, Defense Secretary Lloyd Austin's hospital stay, and a neutral outlook on Apple.

Experts Mandeep Singh, Jamie Tarabay, Jordan Robertson discuss global IT chaos due to software update crash, impacting various sectors. Helane Becker details airline industry disruptions. Nikki Baird shares back-to-school shopping outlook. Tracie McMillion reflects on market factors and Fed's decisions.

Peter Tchir wants to be underweight Treasuries. George Saravelos says the ECB should cut rates. Ajay Banga discusses climate finance and the role of the private sector. David Turk talks about the negative effects of new bank capital rules. Helane Becker weighs in on the Alaskan Airlines and Hawaiian Airlines merger. Investment ideas for 2023 and 2024 focus on Delta Airlines.

Holiday rally in equity market; latest in Israel-Hamas war; busy travel season amid uncertainty in airline industry; Fed unlikely to cut rates until after US election; chaotic week for OpenAI founder and Nvidia's earnings report