Bloomberg Surveillance

Mohamed El-Erian and Jeff Rosenberg discuss April's nonfarm-payrolls data. Pierre Ferragu analyzes Apple's strong Q1 earnings. The podcast covers job report analysis, AI advancements, Chinese market trends, iPhone growth, and Apple's market position.

Jurrien Timmer, Mark Zandi, and Claudia Sahm discuss the impact of April jobs figures on the Fed and rates. They analyze market responses, Fed rate cuts, income disparities, economic growth outlook, and productivity improvements. The conversation also covers economic indicators, Fed policy, Google's antitrust trial, and South Dakota Governor's office attire trends.

Financial analyst Anna Wong and market strategist Linda Duessel share insights on Federal Reserve's cautious stance, economic analysis, technology trends, and the impact of recent Fed decisions and Apple earnings on the market and economy.

Citi's economist discusses Fed's interest rate decisions. Bank of America predicts a soft landing post high rates. Moderna CEO talks about better-than-expected earnings and RSV vaccine development.

Economists Jonathan Pingle, Steve Englander, and Michael Feroli discuss the Fed's rate cuts, inflation, and the possibility of a US recession post Jay Powell's presser. They analyze the challenges of tight monetary policy, inflation management, and the economic outlook. The conversation also touches on unilateral intervention in FX markets, financial planning simplicity, job market struggles, and experiences at pretentious events and Michelin-rated restaurants.

Guest Jay Powell, Federal Reserve Chair, discusses recent Fed policies, challenges in the labor economy, inflation concerns, and the Federal Reserve's cautious stance on rate hikes. The podcast analyzes the impact of services inflation, balance sheet adjustments, and the potential implications of a strong labor market report on market reactions and the Federal Reserve's policy decisions.

Bloomberg's analysts Tom Keene, Jonathan Ferro, and Lisa Abramowicz dissect the Federal Reserve's recent decisions on interest rates, inflation targets, and the balance sheet taper. They discuss the Fed's challenges in achieving the 2% inflation goal, Chair Powell's messaging strategy, potential rate hikes, and the economic impact of the pandemic. The podcast explores uncertainties surrounding the Job's Day report, market reactions to the Fed's policies, and debates on GDP growth rates and monetary policies.

Stuart Kaiser and Bryan Whalen discuss conflicting views on Fed rate decision, market dynamics, and the impact of real yields on financial elements, emphasizing the importance of monitoring and adapting to yield fluctuations.

Guests Tony DeSpirito, Earl Davis, and Jonathan Pingle discuss stock picking opportunities, potential rise in US 10-yr yields, reactions to strong ADP labor data, and Fed rate decision preview. Topics include earnings estimates, treasury market impact, and economic outlook post Fed decision

Guests on the podcast include Gargi Chaudhuri from BlackRock, Stuart Kaiser from Citi, and Brian Wieser from Madison & Walls. They discuss playing the Fed soft landing, market spook pre-FOMC, Amazon earnings, and Paramount. Bloomberg's Lisa Mateo presents Newspaper Headlines.