Jay Bryson, Wells Fargo Chief Economist, still sees the Fed hiking by 25 basis points in May following the March CPI print. Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, says the direction of the banking crisis is "clear" but "the magnitude is not." Adam Posen, Peterson Institute for International Economics President & former BOE Monetary Policy Committee member, discusses the problems with subsidies in global trade. Tim Adams, Institute of International Finance President and CEO & former Under Secretary of Treasury for International Affairs, says this isn't a banking crisis. Mark Kimmitt, former US Assistant Secretary of State for Political-Military Affairs & Retired Brigadier General, discusses the leak of classified documents. 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.

Join Jeffrey Rosenberg, a Portfolio Manager at BlackRock, and Lindsey Piegza, Chief Economist at Stifel, as they delve into the complexities of inflation and interest rates in the current market. They discuss the potential for rate cuts and the implications of a second Trump administration on economic policies. Rosenberg dives into fixed income strategies while Piegza offers insights on consumer spending trends. Together, they navigate the intricate landscape of economic resilience and the evolving political dynamics shaping investment opportunities.

Rob Casey, a Partner and Senior Analyst at Signum Global Advisors, predicts a clear election result within 48 hours, discussing early voting trends and their implications. Jeff Rosenberg, a Senior Portfolio Manager at BlackRock, reflects on a disappointing jobs report, suggesting that labor markets are normalizing. They also analyze the Federal Reserve's potential interest rate cuts and the broader economic landscape, emphasizing the significance of the upcoming elections on market movements and policy decisions.

Julie Su, US Acting Labor Secretary gives the Biden Administrations reaction to the August payrolls report. Randall Kroszner says we're seeing the kind of goldilocks scenario the Fed wants. Jeff Rosenberg says the main message from the August jobs report is that the labor market is normalizing. Sarah Hunt says the August jobs data was what the Fed was looking for.

Jeff Rosenberg, Senior Portfolio Manager at BlackRock, joins Torsten Slok, Chief Economist at Apollo, and Michael Zezas, Global Head of Fixed Income & Public Policy Research at Morgan Stanley. They discuss the recent underwhelming jobs report and its implications for Federal Reserve policy. The trio evaluates the resilience of the economy amidst mixed signals and explores the potential impact of Trump's and Harris' fiscal policies on future market dynamics. They also dive into the shifting focus of the Fed from inflation to growth data.

Jeff Rosenberg of BlackRock analyzes the payrolls report impact on the Fed. Pooja Kumra discusses market reaction to UK and French elections. Jon Lieber comments on Biden's campaign status before ABC interview.

Priya Misra, a Portfolio Manager at JPMorgan, shares why she believes high-quality fixed income is essential right now. Jeff Rosenberg from BlackRock discusses how growth is outpacing expectations in the strong labor market. Mohamed El-Erian, President of Queens' College, analyzes the implications of recent job reports on the economy and the Federal Reserve. The conversation also explores unexpected wage increases and the current financial strategies in the face of a tightening economic landscape.

Mohamed El-Erian and Jeff Rosenberg react to the hotter-than-expected payrolls report. Julie Su discusses jobs and unemployment numbers. Topics include Fed policy implications, retirement security, market volatility, and the impact of immigration on job growth.

Mohamed El-Erian and Jeff Rosenberg discuss April's nonfarm-payrolls data. Pierre Ferragu analyzes Apple's strong Q1 earnings. The podcast covers job report analysis, AI advancements, Chinese market trends, iPhone growth, and Apple's market position.

BlackRock's Jeff Rosenberg and Mohamed El-Erian analyze the March jobs report, while NATO's Secretary General Jens Stoltenberg discusses NATO's plan to support Ukraine with over $100 billion in aid. Topics include economic implications, NATO funding, and the urgency for U.S. decisions to deter Russian aggression.