Subadra Rajappa, Societe Generale Head of US Rates Strategy, sees a recession in the first half of 2024. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple as Citi sees another 30% upside. Paul Donovan, UBS Global Wealth Management Chief Economist, says we're seeing disinflation. Max Kettner, HSBC Chief Multi-Asset Strategist, says he struggles to see a big downside surprise in earnings. Clint Henderson, The Points Guy Managing Editor, discusses airline delays persisting ahead of the holiday weekend. 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.

Guests from BlackRock, Wedbush, and Maxim Group share insights on market expectations, Apple's WWDC, and inflation. Discussions include AI developments, Fed actions, and potential market reactions to monetary policy decisions.

Tom Porcelli reacts to US CPI report, Tom Forte discusses Apple stock and share buybacks. Regina Mayor talks about demand destruction in oil. French Hill discusses impeachment probe into President Biden. Doug Kass talks about challenges faced by Apple stock. Exploration of wages, revenue, and inflation challenges. Analysis of Apple's position in US-China tensions and upcoming iPhone release. Discussion on global demand for petroleum and supply challenges. Impeachment inquiry, cost of living, and financial markets concerns.