Bloomberg Surveillance

Amanda Lynam, Amy Wu Silverman, and Chris Ailman discuss market skew, bond outlook, and equity bullishness. Topics include global credit outlook, skew in the market, potential soft landing for the US, and equity market outlook. Insights on market dispersion, interest rates, financial resilience of big tech companies, asset allocation strategies, and the impact of remote work on luxury housing market trends.

Economists Ed Hyman and Paul Donovan discuss the Fed's strategies and the differences in economic philosophies between the US and Britain. They also delve into market economics, credit spreads, and yield curves as indicators of potential recessions.

BNY Mellon's Alicia Levine discusses the 'new normal' of inflation and economic growth in the US. Admiral Stavridis predicts Israel's measured response to Iran's attacks. Citi's Aakash Doshi talks about the rally in gold with a price target of $3,000/oz.

Guests Ed Hyman, Sebastien Page, and Michael Nathanson discuss risks of Fed rates, inflation hedges, and Disney-Comcast battle. Topics include economic uncertainty, Apple's market challenges, investment strategies in volatile markets, immersive theme parks, and Disney analysis.

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.