Bloomberg Surveillance

Edward Yardeni, president of Yardeni Research, discusses the impact of bond yields. Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, explains why now is a good time to buy fixed income. Sheila Kahyaoglu, senior equity research analyst at Jefferies, talks about declines in domestic airfares. Steve Pagliuca, senior advisor at Bain Capital, discusses the potential disruption in the premier league due to the recent Saudi investment in football.

James Athey believes credit spreads are too tight. Matthew Luzzetti expects a recession and equity market decline. Susan Thornton discusses China's need for increased household spending. Joe Feldman analyzes Walmart's lifted profit outlook due to US shoppers.

Stuart Kaiser notes equities may be topping out; Greg Peters predicts above trend default and distress activity; Carl Riccadonna sees headwinds emerging for retail sales; Dana Telsey discusses Target and TJX earnings.

Bob Doll, Crossmark Global Investments Chief Investment Officer, discusses cautiousness on the markets and economy due to developing cracks. Jordan Rochester, Nomura FX Strategist, believes the ECB is done hiking. Lindsey Piegza, Stifel Chief Economist, highlights US retail sales exceeding forecast. Terry Haines, Pangaea Policy Founder, talks about Trump's indictment. Drew Reading, Bloomberg Intelligence, mentions Home Depot earnings topping estimates.

Former President Trump indicted for a fourth time along with 18 co-defendants. Discussion on the recent indictment accusing individuals of engaging in criminal racketeering activity. Analysis on the timing of the indictment and potential impact on the 2024 Presidential race. Information on podcast availability and introduction of another podcast called The Tape.

Mike Mayo predicts Goldman Sachs shares would go down if CEO David Solomon were fired. Sebastien Page warns of a potential selloff in stocks. Elsa Lignos states the FX market is in a tight range. Henrietta Treyz discusses the likelihood of President Trump participating in the next GOP debate.

Citi Chief US Economist doesn't expect US soft landing. Markets focused on Europe, China. Upcoming retail earnings from Walmart, Target. House behind the curve. Future of financial markets and disciplined risk management discussed. Impact of keeping interest rates for extended period explored. Mixed messages in the market and frustration over store closures. Complexities of US-China relations and impact of money on college football highlighted.

Neil Dutta, Renaissance Macro Research Head of US Economic Research, says the Fed hasn't done enough. David Kelly, JPMorgan Asset Management Chief Global Strategist, says inflation could get back down to 2% on its own.Jessica Reif Ehrlich, BofA Securities Senior Media & Entertainment Analyst, discusses Disney raising prices for its streaming services by as much as 27%. Henrietta Treyz, Veda Partners Economic Policy Research Director, discusses the race for the GOP presidential nomination. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Mark Cabana, BofA Securities Head of US Rates Strategy says the Fed may have to keep rates higher for longer. Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist says the US economy is in a disinflationary trend. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist says it's a stock pickers market. Michael Nathanson, SVB MoffettNathanson Senior Research Analyst says Disney's parks are not for sale as CEO Bob Iger tries to turn the company around.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Binky Chadha, Deutsche Bank Chief Global Strategist & Head of Asset Allocation, says we are due for a 3-5% pullback in the equity markets as outlined in his "Wobble" call. Meera Pandit, JPMorgan Asset Management Global Market Strategist, says we are in an environment where stocks are "jogging in place." Rob Waldner, Invesco Chief Fixed income strategist & Head of Macro Research, there's a risk that the Fed overstays their welcome. Lee Klaskow, Bloomberg Intelligence, discusses UPS earnings. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder & "Bloomberg Wealth with David Rubenstein" Host, discusses his interview with Mike Novogratz, Galaxy Digital Founder & CEO.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.