Ira Jersey, Bloomberg's Chief US Interest Rate Strategist, delves into the latest PCE data and its implications for interest rates. Geetha Ranganathan discusses Comcast's potential cable spinoff amid subscriber losses and Peloton's leadership shakeup. Olaolu Aganga offers market outlook amid economic uncertainty, while Deborah Aitken analyzes Estee Lauder's struggles due to weak Chinese demand. Mandeep Singh reviews tech earnings from Meta and DoorDash, and Rania Sedhom highlights the legal battle involving AI music platforms and artists' rights.

Dennis Lockhart, a former Atlanta Fed President, shares his expectations on the Fed's interest rate moves. Olaolu Aganga, from Mercer, discusses market trends influenced by these decisions. George Ferguson analyzes the Alaska-Hawaiian merger and its implications for the airline industry. Jon Caplis, CEO of PivotalPath, dives into the realm of hedge funds, highlighting emerging investment opportunities. The discussion also touches on FTC challenges in ongoing mergers, blending economic insights with fascinating market dynamics.