Bloomberg Surveillance

Fed Chair Jay Powell discusses potential policy changes, the cautious approach of the Federal Reserve in cutting interest rates, the end of Quantitative Tightening (QT) and the Fed's view on regional banking. Also discussed are Powell's personal beliefs vs his role as head of the Fed committee, the hawks' opposition to rate cuts, and the recent shift in the Fed's policy stance.

Discussion on the recent Fed decision, analyzing interest rates, inflation trends, and the timing of rate cuts. Exploring the Federal Reserve's understanding of technology, consumer spending, and the divide in the American economy. Highlighting the labor market outlook and the changing entertainment industry.

Bruce Kasman, JP Morgan Securities Chief Economist, discusses Fed expectations, labor market dynamics, and the relevance of the Fed. Topics covered include the Fed's approach to rate cuts, inflation trends, the impact of interest rates on the economy, and the influence of the political environment on the Federal Reserve's decisions.

Dan Ives, a senior equity analyst, discusses tech earnings. The hosts talk about Microsoft's solid quarter and speculate on its future growth. They also discuss the Federal Reserve's response to real yield and potential rate cuts. The podcast explores Iran's actions, the Israeli response, and China's aggression in the South China Sea. They also touch on changing dynamics in U.S. foreign policy and an EV subscription service.

Mary Barra, GM CEO, discusses the slowdown in EV adoption and the launch of plug-in hybrids. The factors contributing to the slowdown and the shift towards hybrids are explored, along with the challenges in competing with domestic EV companies in China. The speaker also discusses the competition in the automotive industry and GM's plans for electric vehicles and autonomous technology.

Economist Claudia Sahm, Adm. James Stravidis, and equity strategist Nadia Lovell discuss tech earnings, US reaction to Iran, market state and small cap stocks in 2024, and the influence of celebrities on voting and expensive Super Bowl ads.

Jill Castilla, CEO of Citizens Bank of Edmond, discusses the outlook for the banking sector in 2024, commercial real estate, and car loans. They explore the importance of smaller banks and diversity in the banking sector. They also discuss the impact of relationships between regional banks and the economy, failures in bank regulation and oversight, and the current state of auto lending and consumer debt.

NYSE Group President Lynn Martin joins Bloomberg's roundtable to discuss principal trends that may shape global markets this year. Topics include investing in cryptocurrency, parental approval for app downloads, impact of regulations on financing, potential changes in lifespan of private companies, challenges of misinformation in the era of AI, impact of politics on financial markets, importance of reliable systems for risk management, and volatility in the economy.

Chris Harvey, Wells Fargo Securities Head of Equity Strategy, Greg Valliere, AGF Investments Chief U.S. Policy Strategist, and Dennis Gartman, University of Akron Endowment Chairman, discuss investing in crypto, tech earnings, Senate control, geopolitical risks, the changing landscape of pop culture, and the trauma of becoming an empty nester.

US Deputy Treasury Secretary Adewale Adeyemo discusses the Biden administration's efforts to address inflation and boost the economy. They touch on progress made for the middle class, supply chain challenges driving inflation, tax relief investments, and national security risks. They also discuss the CFIUS process, Russia's invasion of Ukraine, and trade negotiations. Additionally, they address China's trade violations and competition in the automotive industry through tariffs and collaboration with allies.