Bloomberg Surveillance

A special edition analyzes the Federal Reserve's latest policy decision on interest rates and projections. They discuss the uncertainty in the economy due to the pandemic and the contradictions in the Fed's forecast. The hosts explore the implications of yields on the economy and business society, and discuss the impact of a government shutdown on the payroll report. Market analysis, reinvestment risk, and longer-term investments are also emphasized.

Cathie Wood, ARK Invest CEO & CIO, discusses Ark acquiring Rize ETF. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, doesn't see inflation falling to the Fed's 2% mandate. Elsa Lignos, RBC Global Head of FX Strategy, says we can get to EUR-USD parity. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says China is exporting deflation and goods prices to the rest of the world.

Max Kettner, Analyst at HSBS, discusses the bullish outlook for tech. Ed Yardeni predicts a US recession. Jane Foley anticipates the euro's vulnerability. Simon French shares insights on the BOE rate decision.

A PIMCO executive considers the US 10-year bond attractive. The European economy is compared to the US. A market strategist warns of a wage-price spiral. The Democratic party lacks a logical successor to President Biden. An energy director predicts oil will hit $100 a barrel by Halloween.

Guests discuss the UAW strike's impact on automakers' share prices and the possibility of another bailout. They also analyze fixed income investors extending duration, Disney falling short of Disney+ subscriber target, and rising global oil prices.

JetBlue CFO, Ursula Hurley, discusses the challenges faced by the aviation industry, including pilot shortages and rising labor costs. She also talks about JetBlue's growth plans, competition in the airline industry, and the importance of improving the airport experience, diversity, and sustainability.

Tom Porcelli reacts to US CPI report, Tom Forte discusses Apple stock and share buybacks. Regina Mayor talks about demand destruction in oil. French Hill discusses impeachment probe into President Biden. Doug Kass talks about challenges faced by Apple stock. Exploration of wages, revenue, and inflation challenges. Analysis of Apple's position in US-China tensions and upcoming iPhone release. Discussion on global demand for petroleum and supply challenges. Impeachment inquiry, cost of living, and financial markets concerns.

Bob Michele from JPMorgan Asset Management suggests Fed may need to push the economy into recession before cutting rates. Bill Dudley criticizes the Fed's proposal to increase capital requirements for major banks. Greg Boutle explains why he abandoned his 11% drop prediction for the S&P. Francisco Blanch sees Brent Crude at $90 next year. Bhakti Hansoti compares Covid to the flu.

The podcast covers the latest news in the banking sector, S&P 500 winners, the real estate situation in China, and US officials' efforts to assist the audience.

Recession risk in the US, upcoming economic data, and market volatility discussed by guests. Union disputes in the labor economy and potential for more easing in Europe's economy. Apple's new phone and potential impact on sales. Timing of pumpkin purchases and introduction to The Tape podcast.