Bloomberg Surveillance

US Bank's Eric Freedman discusses the challenging equity market, favoring the equal-weight S&P 500. David Lebovitz of JP Morgan emphasizes supportive labor market data for easing. Former World Bank President David Malpass warns of a 'perfect storm' of economic issues for the next US president, citing prevailing uncertainty in the economy.

Scott Chronert discusses US recession outlook and rate cuts, Sarah House previews CPI and Fed speak, Wendy Schiller breaks down DC headlines and Israel-Hamas war

Economics expert Rich Clarida and macro specialist Kona Haque discuss Federal Reserve's real-time data strategy and challenges in labor market dynamics. The conversation also delves into soft commodities like cocoa and coffee, exploring weather impacts on prices and supply-demand dynamics in coffee-producing regions.

Tracie McMillion warns of consumer confidence impact on pricing power. Janet Henry predicts Fed cuts in September or December due to election month. Mandy Xu discusses how markets price election-related volatility.

Emily Roland and Rich Clarida discuss US market outlook and labor trends, while Mandeep Singh talks about Apple sales in China. Mick Mulroy addresses the Israel-Hamas conflict. The podcast touches on tech news and economic indicators.

Steve Eisman, Mark Zandi, and Hugh Johnston discuss US deficit, Fed rate cuts, Disney's Q2 report, streaming, and parks division outlook. Topics include solar tariffs, investing trends in AI, caution in stock market, and Marvel movie disappointments. Also covers economic forum, inflation, interest rates, debt impact, potential economic slowdown, and Disney's strong business performance and streaming strategy.

Ken Leon discusses Disney earnings, Steve Eisman talks rate cuts and recession outlook, Frances Donald highlights concerns of a hard landing in China. They cover various economic topics such as AI adoption impact, Disney's strategic focus, investment services ads, energy consumption, global taxation trends, and superstar concerts popularity.

Peter Tchir questions US exceptionalism, Veronica Clark on Fed's interest rate path post-soft jobs data, Ken Leon downgrades Live Nation. Discussions on US market performance, geopolitics, simplicity in financial planning, labor market trends, future bug impact, inflation trends, regulatory challenges in the ticketing industry, and lending standards in the economy.

Guests Liz Ann Sonders, Jackie Bowie, and Aoifinn Devitt discuss bullishness in US equities, concerns in Euro economies, stagflation, and the outlook for global markets outside the US. Topics include large caps, bifurcated market, Euro economy outlook, central bank perspectives in Europe, investment strategies, and challenges faced by small cap stocks. The podcast also touches on the entertainment industry deal talks, summer movie excitement, and navigating content creation challenges in the podcasting industry.

Economists Mark Zandi and Claudia Sahm discuss unemployment rates and market activities, while Jurrien Timmer explores financial resource simplification, data-driven investments, Apple's decisions, stock market trends, and the Fed's rate cuts.