Bloomberg Surveillance

Steve Eisman, Cameron Dawson, and Margie Patel discuss market trends, tech companies like Nvidia, investment strategies in healthcare and biotech sectors, impact of Fed's decisions on stock prices, and benefits of a four-day work week. Additionally, they explore car comfort and space in various car models.

Liam Mallon, President of Exxonmobil Development, discusses increasing global oil and LNG demand, Exxon's developments in Guyana despite tensions with Venezuela. The podcast touches on energy sector tensions, successful oil production in Guyana, expansion projects in Ghana, and transitioning to a lower carbon future through offshore oil development.

Global Economic Contrasts and US Exceptionalism are discussed with Seema Shah, Christina Mohr, and Stephen Roach. Topics include European Market Valuation, Investment Strategies, Mergers, Hong Kong's Future, Conflict Anticipation, and Teacher Absenteeism in NYC Schools.

This podcast discusses the recent $364 million fine imposed on Donald Trump in a fraud case and explores the consequences of the ruling against him, including the implications for his businesses and the possibility of liquidation. It also examines the legal challenges faced by Trump, the victory of the New York Attorney General, and the potential consequences he may face, such as damage to his reputation and future political aspirations.

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins Bloomberg Surveillance to discuss tech earnings, concentration risk, and consumer stress. They explore parallels between video earnings and the dot com era, the importance of diversification in portfolios, tension between high and low-income individuals in relation to inflation, and the impact of price rises on corporate earnings. They also touch on job cuts, consumer spending, evolving pop culture, and the economic impact of inflation and unemployment benefits.

Neil Dutta discusses PPI data, Rebecca Patterson talks about markets, Steve Ricchiuto covers the global economy. Topics include inflation, Fed's interest rate policy, labor market sluggishness, manufacturing sector, pandemic's economic impact, deficit concerns, and US government spending on interest payments.

Bloomberg journalist Annmarie Hordern and Dr. Ariel Cohen of the Atlantic Council discuss the death of Russian activist Alexey Navalny and the challenges of understanding Russia. They also explore the implications of Navalny's death for Putin and Russia, the escalating tensions between Russia and the West, and the need for restored deterrence in Europe.

UBS Global Wealth Management Chief Economist, Liz Young from SoFi, former US Ambassador to Israel, and Lisa Mateo from Bloomberg discuss topics including economic data, markets, the political situation in Israel, leadership and partnership in finance, and the challenges faced by teachers in teaching social and political issues.

BlackRock Global Allocation Fund Portfolio Manager Russ Koesterich predicts a rate cut by the Fed in June despite a higher CPI report and advises staying long on equities. The discussion also covers the transition of trading at Schwab to Ameritrade, economic data, barbelling the portfolio, and the market sell-off as a buying opportunity.

Michael Darda discusses inflation, Gina Martin Adams analyzes the market reaction to CPI miss, Alex Webb talks about Uber, and Lisa Mateo delivers newspaper headlines