Bloomberg Surveillance

Herman Chan discusses the recent downgrade of NYCB and its implications for the US banking system. Trend analysis and the Magnificent Seven stocks are explored, along with the use of AI in investment. The rising popularity of psychedelic mushrooms for therapy is discussed, as well as the effects of gummies and mushrooms, 'dry January', and the launch of a new streaming service.

Lara Rhame discusses trading platforms, higher yields, and bond market signals. She explores the potential future rate cuts, higher yields, and inflation pressures. The importance of monitoring economic data and preparing for yield volatility is stressed.

Julie Coronado discusses the nominal funds rate and the Fed's path to cutting rates this year. The podcast also explores the challenges faced by the Fed in decision making and the uncertainty around productivity.

Topics discussed in this podcast include China's economic indicators, challenges and expectations for China's economy, China's property sector, market concerns shift, China-US relations, revitalization of New York City, rising rent prices in London, and discussions on crypto and streaming services profitability.

Insights from Chicago Fed President Austan Goolsbee on potential rate cuts and economic indicators, including inflation and job growth. The discussion explores the reliability of the inverted yield curve as a recession indicator, and analyzes the current state of lending and credit standards.

Guests include Jennifer Lee from BMO Capital Markets, discussing markets; Mick Mulroy, former CIA paramilitary officer, on geopolitical tensions in the Middle East, Ukraine, and China; and Lori Calvasina from RBC Capital Markets, discussing market movements and investing opportunities. Topics covered include the Federal Reserve's stance on interest rates, market impact of Jay Powell's speech, risks in the Middle East, geopolitics and market performance, job cuts and expanding margins, and UK banks used by Iran to evade sanctions.

Sallie Krawcheck, CEO of Ellevest, speaks on her platform that provides wealth and financial guidance to women. The podcast explores trading capabilities, the significance of impact investing, and the state of impact and ESG investing in New Hampshire.

Savita Subramanian, Bank of America Securities Head of US Equity & Quantitative Strategy, discusses the 'Magnificent Seven' tech rally and biggest market risks for 2024. Topics include analyzing valuations, dividends, potential market shift, large regulated companies, energy sector, and stock market risks.

Mohamed El-Erian, Bloomberg Opinion columnist, discusses the January jobs report, its impact on the US economy, wage growth challenges, and its implications for the financial markets. The chapter also explores the influence of the report on the Federal Reserve's decision to raise interest rates and its potential impact on the upcoming US election.

Connecticut Governor Ned Lamont discusses immigration policy and the financial impact on New York City and Connecticut. They also talk about border security, President Biden's stance on immigration, and the changing dynamics of remote work.