Bloomberg Surveillance

Financial expert Sri Kumar and tech analyst Gene Munster discuss financial management strategies, interest rate determination theories, market trends, and Apple's upcoming earnings, free cash flow, revenue growth, and business model strength.

PGIM CEO David Hunt predicts inflation will remain high for longer, while Apollo Chief Economist Torsten Slok discusses the 'sugar high' from Fed Chair Powell's pivot. Mohamed El-Erian warns of threats to US exceptionalism from higher oil prices or a tight Fed policy.

Guests Ken Leon, Gene Munster, and Tony Crescenzi discuss bank earnings, iPhone sales slowdown, Tesla, market outlook, and risks of geopolitical conflict. Topics include sector dispersion in equity markets, tech M&A outlook, Fed's stance on inflation, Live Nation antitrust suit, setting artist fees, and Ticketmaster legal issues.

Military leader James Stavridis and political scientist Ian Bremmer discuss the geopolitical implications of Iranian submarines in the Strait of Hormuz and the G7's concerns in the Eastern Mediterranean. The podcast also covers financial updates, book recommendations, and promotions.

-John Williams, New York Fed President-John Kirby, National Security Council Coordinator-Tom Michaud, KBW CEONew York Fed President John Williams says he still expects interest rate cuts this year if inflation continues to come down. National Security Advisor John Kirby says further sanctions against Iran are 'certainly not off the table.' KBW CEO Tom Michaud reacts to strong Q1 earnings from Goldman Sachs, saying 'there is a rebound that's happening in investment banking.' See omnystudio.com/listener for privacy information.

Sarah Hunt, Ian Bremmer, and Admiral James Stavridis discuss equity outlook post-inflation data, conflict in Israel, US support for Israel and Ukraine against global proxies like Iran and Russia.

Financial analyst Chris Whalen discusses his book 'Inflated' and insights on banking safety. Economist Chuck Clough delves into Intel's role in innovation and long-term outlook on equities. Insights on bank investments, market updates, and interest rates are also covered

Ken Leon, Neil Dutta, and Jill Carey Hall discuss potential earnings surprises in the banking sector, Fed rate cut prospects, and the impact on small-cap stocks. Topics include credit loss provisions, economic outlook, inflation dynamics, and navigating uncertainty in the market.

Labor economist David Blanchflower discusses US labor outlook and potential recession. CEO Leland Miller talks about China's growth and EV overcapacity thesis. Bank earnings and industry risks are covered by Chris Whalen. Susan Collins from the Boston Federal Reserve is also featured.

Financial analyst Dennis Gartman and financial expert Ian Lyngen share contrasting views on interest rates, inflation, and market trends. They debate the future direction of the 10-year yield and discuss investing in gold amidst market uncertainties. The conversation also delves into the complexities of 10-year yields, inflation, and GDP dynamics, offering insights on potential buying opportunities and auction nuances.