Bloomberg Surveillance

Topics discussed in this podcast include China's economic indicators, challenges and expectations for China's economy, China's property sector, market concerns shift, China-US relations, revitalization of New York City, rising rent prices in London, and discussions on crypto and streaming services profitability.

Insights from Chicago Fed President Austan Goolsbee on potential rate cuts and economic indicators, including inflation and job growth. The discussion explores the reliability of the inverted yield curve as a recession indicator, and analyzes the current state of lending and credit standards.

Guests include Jennifer Lee from BMO Capital Markets, discussing markets; Mick Mulroy, former CIA paramilitary officer, on geopolitical tensions in the Middle East, Ukraine, and China; and Lori Calvasina from RBC Capital Markets, discussing market movements and investing opportunities. Topics covered include the Federal Reserve's stance on interest rates, market impact of Jay Powell's speech, risks in the Middle East, geopolitics and market performance, job cuts and expanding margins, and UK banks used by Iran to evade sanctions.

Sallie Krawcheck, CEO of Ellevest, speaks on her platform that provides wealth and financial guidance to women. The podcast explores trading capabilities, the significance of impact investing, and the state of impact and ESG investing in New Hampshire.

Savita Subramanian, Bank of America Securities Head of US Equity & Quantitative Strategy, discusses the 'Magnificent Seven' tech rally and biggest market risks for 2024. Topics include analyzing valuations, dividends, potential market shift, large regulated companies, energy sector, and stock market risks.

Mohamed El-Erian, Bloomberg Opinion columnist, discusses the January jobs report, its impact on the US economy, wage growth challenges, and its implications for the financial markets. The chapter also explores the influence of the report on the Federal Reserve's decision to raise interest rates and its potential impact on the upcoming US election.

Connecticut Governor Ned Lamont discusses immigration policy and the financial impact on New York City and Connecticut. They also talk about border security, President Biden's stance on immigration, and the changing dynamics of remote work.

Gene Munster, Sara House, Mona Mahajan, Mandeep Singh, and Anurag Rana discuss tech earnings, breaking jobs, Apple's cash flow, Meta's success and growth, implications of the latest jobs report, challenges and expectations in China, Meta's success in digital advertising, Apple's innovation trend and short-term growth prospects, tech companies' mention of AI on conference calls, VR headsets, trading platforms, cybersecurity, the resurgence of the cruising industry, and reflections on the pandemic's impact.

Mike Wilson, Morgan Stanley Chief US Equity Strategist and Chief Investment Officer, discusses themes for the markets in 2024, constraints on regional banks, and reducing the Magnificent Seven to the Magnificent Four. He explores valuations, the impact of banking constraints on credit growth, and the importance of understanding the macro framework in portfolio construction. Additionally, he explores the potential impact of early AI adopters on industries and the role of active managers in finding profitable opportunities.

Rebecca Patterson, Komal Sri Kumar, and Margie Patel discuss the impact of the pandemic on central banks and market reactions. They also talk about the new trading experience offered by Schwab and the importance of cybersecurity for small businesses. Additionally, they highlight the challenges of conducting analysis and implementing policies without a fixed path. The speakers also touch on companies' prioritization of shareholders over image and public relations. The episode concludes with a lighthearted discussion on the speakers' steak house experience and food preferences.