Mari Shor from Columbia Threadneedle Investments discusses surprising U.S. retail sales growth and consumer resilience. Mandeep Singh highlights TSMC's impact on AI and the tech sector. David Kudla shares an optimistic market outlook, while Paul Gulberg analyzes Blackstone's success in alternative assets. Josh Zegen and Abigail Doolittle explore commercial real estate recovery post-crisis. Finally, James Thornton reveals trends in corporate travel, emphasizing sustainability and the shift toward immersive travel experiences.

Joanne Hsu, Director of the UMich Surveys of Consumers, reveals a concerning drop in consumer sentiment due to rising costs. Alison Williams provides insights into the mixed earnings of major banks like JPMorgan. Elliot Stein discusses TD Bank's $450 million penalty following a money laundering case. Priya Misra warns of high interest rates affecting real estate, while Jennifer Rie emphasizes the impact of antitrust cases on big tech, particularly Google's potential breakup. The conversation highlights evolving market dynamics and regulatory challenges.

Explore Amazon Prime Day sales success and Blackstone earnings with experts from Bloomberg Intelligence. Delve into the U.S. economy outlook, United Airlines earnings, and commercial real estate state. Learn about asset managers, specialized support, Federal Reserve policies, Airbus and Boeing sales, and real estate growth strategies.