Bloomberg Surveillance

The discussion kicks off with an analysis of the latest Consumer Price Index, exploring inflation's far-reaching consequences. Economists weigh in on how these changes could signal a potential economic slowdown. The conversation shifts to bond yields and historical parallels with the Federal Reserve's reactions. Predictions about upcoming rate cuts get attention, especially as the Jackson Hole meeting looms, potentially shaping future monetary policy. It's a deep dive into the interplay of economics and financial markets.

Tiffany Wilding, Economist at PIMCO, shares insights on the current Consumer Price Index and what it means for inflation and potential rate cuts in the U.S. Jon Lieber, Head of Research at Eurasia Group, dives into the economic and political implications of President Trump's tariffs as he outlines priorities for a potential second Trump administration. They discuss how inflation dynamics might shape fiscal policies, the balance businesses need to strike amid tariffs, and future consumer spending trends.

Constance Hunter, Chief Economist at EIU, shares her insights on inflation trends and the labor market's current state. Rebecca Patterson, former Chief Investment Strategist at Bridgewater, delves into how market trends are unfolding amidst economic uncertainty. Huw van Steenis from Oliver Wyman discusses the outlook for private credit and the evolving banking landscape. The trio also tackles significant topics including the credibility of U.S. inflation data and the geopolitical tensions surrounding Ukraine, emphasizing their impact on global economic dynamics.

The discussion delves into the advertising hurdles that small businesses face and the advantages of using Amazon Ads. Geopolitical tensions are highlighted as the U.S. president and the Russian leader prepare to meet, set against a backdrop of economic uncertainty. Additionally, the conversation touches on inflation trends, exploring the prospect of a 4% rate and its implications for the fixed income market. Innovations in cancer treatment from Siemens and GSK also make an appearance, showcasing the intersection of technology and healthcare.

Ryan Petersen, the Chairman and CEO of Flexport, dives into the world of tariffs and discusses how U.S. trade policies reshape business landscapes. Joining him is Eric Rosengren, the former President of the Federal Reserve Bank of Boston, who analyzes key economic data and the labor market's outlook, alongside potential rate cuts. Henrietta Treyz, co-founder at Veda Partners, critiques the Trump administration's trade policies and their economic repercussions, offering insights on the broader implications for U.S. financial strategies.

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses the evolving AI rally and the turbulence in equity markets as 2025 progresses. He shares insights on how recent geopolitical tensions, specifically the US-Russia summit, have influenced stock prices. As inflation data looms, he highlights how higher tariffs are filtering through to consumers, impacting various sectors. Join in for an engaging analysis of market dynamics and investment strategies amid ongoing volatility.

Discover how industrial AI is revolutionizing business operations, with Siemens Accelerator leading the charge. Tune in for eye-opening insights into unexpected market shifts in precious metals, especially gold, amidst geopolitical tensions. The conversation also reveals the intricate dance of U.S. sanctions and their impact on international relations, particularly concerning India and its oil dealings. This engaging discussion weaves together technology, finance, and global politics.

Savita Subramanian, Head of US Equity & Quantitative Strategy at Bank of America, shares her bullish outlook on the equity market, including her ambitious S&P 500 target. Collin Martin, Fixed Income Strategist at Charles Schwab, analyzes how the bond market is reacting to the latest economic data. They dive into market sentiment, discussing potential catalysts for recovery, the impact of interest rates on small-cap vs. large-cap stocks, and the broader implications of governmental policies on investment strategies.

Discover the economic implications of rising interest rates as market experts analyze the fluctuating yields of government bonds. Dive into discussions around tariffs and their influence on the bond market, shedding light on potential Federal Reserve actions. Explore how international relations, particularly the Ukraine conflict, are shaping U.S. economic strategies. Plus, delve into the evolving landscape of liquidity in financial markets, where geopolitical tensions and technological advancements are driving new investment narratives.

Dive into the latest economic insights as payroll revisions reveal intriguing trends in employment. Discover how these changes might influence future interest rates and what this means for the labor market. The discussion navigates the delicate balance between labor demand and supply, shedding light on the evolving economic landscape. Tune in for a compelling analysis that offers a fresh perspective on crucial financial developments.