Citi and UBS experts discuss US jobless claims impact on Fed's interest rates, while BofA analyst explains tech hardware success with AI. Baker Hughes CEO explores US leading oil production trend and energy sector's future.

Featuring Ronald Temple, Robert Sockin, and Amanda Lynam, the podcast covers topics like AI investments and earnings breadth, the employment cost index's impact on the Fed, and opportunities in the credit market. The guests discuss market trends, economic indicators, and implications of Fed policies on interest rates and credit dynamics.