Oil prices surge due to geopolitical risks, consumer sentiment data shows mixed expectations. U.S bank earnings analyzed, commercial real estate financing challenges discussed. Energy transition challenges and implications of rising energy demand highlighted.

Podcast discusses reactions to inflation data with insights on PPI and retail sales. Topics include potential TikTok ban, CRE market, mortgage rates, and real estate trends. Analysis on economic indicators, labor market strength, rate cuts, unemployment rates, and inflation debates. Insights on market updates, wealth management, and implications of recent data releases. Exploration of challenges in commercial real estate, foreign investments, gender bias at Goldman Sachs, and ticket scalping in international sports.

Chief US Economist at BNP Paribas and director of Central Bank Policy Research at SGH Macro Advisors discuss US economy and China impact. CEO of Everest talks insurance and Hawaii wildfires. CEO of Marcus & Millichap discusses commercial real estate. Jen Bartashus breaks down Walmart earnings. Chief Geoeconomics Analyst at Bloomberg Economics discusses potential China property crash. Head of Commercial Banking at Citizens Financial talks about the state of banking in the US.