Bloomberg Surveillance

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.

Guests discuss the softer-than-expected October US jobs report, Apple's sluggish 3Q earnings report, and the rift in Washington over government spending and aid to Israel. Topics include the impact of ETFs, the weakness in the manufacturing sector, the transformative power of artificial intelligence, Apple's financial performance, the launch of Spyder ETF, comparing Blinken's shuttle diplomacy to Kissinger's, and the strife within the Republican Party and Biden's foreign policy.

Topics covered in the podcast include the guilty verdict for Sam Bankman Fried, updates on legal cases and market performance, urgency for funding, border crisis, military confirmations, UAW President interview, and Bloomberg News availability, sports events, and the conviction of Sam Bankman Fried, as well as the ongoing legal battle and expected appeal.

Bank of England keeps rates unchanged. Israel-Hamas war's political impact in Washington. US labor market slowdown leads to slowing inflation. Disney's plan to buy Comcast's stake in Hulu. Apple's earnings preview.

Jay Powell, Chair of the Federal Reserve, discusses the credibility of the Fed Reserve and the market's reaction to rate hikes. They also analyze the projected growth rate of the working age population and the impact on payroll gains. Additionally, they talk about the market volatility and uncertainty and speculate on the actions of the Bank of Japan.

Speakers discuss the Federal Reserve's decision, potential future actions, two-year yield and Fed's concerns, investing risks, Fed's balance sheet, term funding facility, surprises in the economic sphere, and transition to discussing Martin Scorsese's latest film and the history of Osage County, Oklahoma.

Seth Carpenter and Mark Cabana discuss the US Treasury's refunding announcement. Dom Konstam previews the Federal Reserve's rate decision. Win Thin expects Japanese yields to rise after the BOJ's decision. Jennifer Flitton discusses the latest in Washington on US aid to Israel.

Guests include Mark McCormick, TD Bank Global Head of FX & EM Strategy, John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, and Stephen Stanley, Santander Chief US Economist. Topics discussed include the Bank of Japan loosening its grip on government bond yields, the resilience of the US consumer, the Israel-Hamas war, the recent surge in US treasury yields, and the impact of the Fed's rate hikes on the US economy.

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says confidence in the equity market remains fragile. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, discusses the impact of fiscal support on recession odds. Elliot Ackerman, US Marine Corps Veteran & Co-Author of 2034, highlights challenges in urban warfare in Gaza. Terry Haines, Pangaea Policy founder, expects spending bills to pass. Tiffany Wilding, PIMCO Economist, mentions possible rate hikes by the Fed.

Inflation and consumer spending rise in September. Chaos in the House may lead to a shutdown. We've entered near a peak in rates. Big Tech earnings. Banks set aside reserves for confidence in 2024.