Bloomberg Surveillance

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.

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.