Bloomberg Surveillance

US retail sales dip slightly in October, but overall consumer spending remains robust. The Fed aims for a successful soft landing amid potential challenges. Corporations may cut costs in 2024 if the Fed doesn't lower rates. Despite a stopgap funding bill, Capitol Hill faces an increasingly dysfunctional environment. Target surpasses expectations with its 3Q earnings. Analysts discuss the influence of Spy on investing, global trade risks, potential for a new bull market, and lack of policy and leadership in government.

Jay Bryson and David Kelly analyze October's US CPI report showing easing inflation. Liz Suzuki discusses consumers relying on excess savings amid higher rates. Greg Valliere expects Congress to pass a government funding bill and avert a shutdown. Topics include lower inflation's impact on the economy and stock market, growing debt and concerns for higher interest rates, and Home Depot's sales growth in the post-pandemic world.

JP Morgan's Thomas Kennedy predicts a growth slowdown in the US due to declining excess savings. Airbus Chief Commercial Officer Christian Scherer discusses the company's undersupplied situation post-pandemic. Sahm Consulting Founder Claudia Sahm warns of a looming recession in the US. Mercedes AMG Petronas CEO Toto Wolff previews the first-ever Las Vegas Grand Prix.

In this weekly chat show, host David Papadopoulos and a panel of guests including Businessweek’s Max Chafkin, Tesla reporter Dana Hull, and Big Tech editor Sarah Frier explore the universe of Elon Musk and his empire. They discuss the polarized opinions about Musk, Twitter's goal to bring humanity closer to Mars, and the potential risks involved.

The podcast covers topics such as market concerns about the Fed's hiking rates, new election polling, Red Bull Racing's dominance, market strategies, and the impact of loose monetary policy on the economy and markets.

The podcast discusses topics such as consolidation in the streaming industry, the third Republican primary debate, Disney's 4Q earnings, and the global oil market. It also explores the significance of high-frequency data, political dysfunction's impact on the market, and the potential Santa Claus rally in the stock market. Additionally, it analyzes the potential sale of linear TV networks and explores tensions and speculation surrounding oil prices, Yemen, and Saudi-Israeli relations.

Peter Tchir discusses potential issues in the global supply chain, Libby Cantrill talks about the margin of error for House Republicans to avoid a government shutdown, Dan Ives predicts Apple buying ESPN, and Alexander Goldfarb shares insights on the commercial real estate market.

Minneapolis Fed President Neel Kashkari emphasizes the uncertainty surrounding the economy and inflation. They discuss the challenges in determining if tightening is enough or further actions are necessary. The chapter also explores the impact of the labor market on the Fed's monetary policy and the potential for rate cuts. They also delve into the existence of Fed puts, systematic trading, and the impact of social media on political polarization.

Mandy Xu advises monitoring multiple asset classes. Michael O'Leary says Ryanair remains committed to Boeing. Amanda Lynam discusses focus on selective credit investing. Julie Norman talks about Israel-Hamas war and Blinken's visits. Ashley Allen discusses resilient consumer spending.

In this podcast, hosts Matt Miller and Hannah Elliott discuss the latest trends in the auto industry, including the rise of electric vehicles, car shows like Monterey Car Week, new car releases like the Audi Q8, and the joy of being a 'Corvette guy'. They also talk about the anticipation for upcoming truck customization options and future vehicle reveals.