Bloomberg Surveillance

Angelo Zino, a Senior Equity Analyst at CFRA Research, offers keen insights into Apple and Intel's latest earnings reports, emphasizing the challenges each faces in a competitive landscape. Caroline Hyde, a co-host at Bloomberg Technology, dives into Apple's mixed performance, particularly concerning disappointing iPhone sales and pressures in China. The discussion also highlights Intel's leadership uncertainty post-CEO departure and the company's strategic pivot towards AI. Both guests emphasize the need for innovative solutions as these tech giants navigate turbulent market conditions.

A devastating midair collision sparks a crucial discussion on aviation safety, highlighting the lessons learned and the need for public confidence. The conversation shifts to the growing issue of airport congestion, emphasizing the importance of coordination for safe operations. Mental health in the aviation workforce takes center stage as innovative management solutions are introduced, underscoring a holistic approach to the industry's challenges.

Cameron Dawson, Chief Investment Officer at New Edge Wealth, shares insightful analysis on the current state of the economy and financial markets. She discusses the effects of interest rate fluctuations on market trends, particularly in the AI sector. The conversation dives into the challenges investors face amidst economic uncertainties like stagflation and disrupted supply chains. Dawson also explores how fiscal policy decisions, including potential increases in long-end yields, are shaping investor sentiment and market dynamics.

Captain Richard Levy, a seasoned aviation expert, shares his insights on the recent mid-air collision and its impact on public trust in aviation safety. George Ferguson, an aerospace analyst, discusses the industry's challenges, including airport capacity issues and workforce shortages. Frances Donald, RBC's Chief Economist, analyzes the U.S. economy, touching on consumer behavior, trade stagnation, and the implications of central bank decisions in an evolving economic landscape. Together, they offer a compelling look at the interconnectedness of aviation and economic trends.

Mandeep Singh, a Senior Technology Analyst at Bloomberg Intelligence, dives deep into Microsoft and Meta's earnings reports. Caroline Hyde, a co-host of Bloomberg Technology, shares her insights on tech market trends. James Cakmak from Clockwise Capital discusses the competitive landscape, including Tesla's recent stock struggles. They explore the rise of AI and smart glasses and how they're revolutionizing daily life. The panel also tackles Meta's delayed earnings and how TikTok's influence is reshaping revenue expectations. Tune in for an engaging analysis of Big Tech!

The podcast dives into Fed Chair Jay Powell's recent comments, stressing the central bank's concerns over inflation. It discusses the ambiguity in key financial statements and their effects on the labor market, alongside a humorous nod to sports. The hosts dissect the Bank of Canada's monetary policy shift and the complexities of U.S.-Canada economic comparisons. Additionally, they explore how the AI boom is influencing monetary policy and the potential impact on tech investments, drawing parallels to the tech boom of the '90s.

Dive into the intriguing interplay between political events and market behavior as experts discuss how AI is reshaping business strategies. Discover why markets can remain surprisingly stable during times of turmoil. Engage with fresh perspectives on financial analysis and investment strategies that keep the audience captivated. Get a sneak peek at upcoming discussions focusing on smart saving techniques and family-oriented investment choices.

Julian Emanuel, Chief Equity & Quantitative Strategist at ISI Evercore, and Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, dive into the evolving market landscape. They discuss the transformative impact of AI in 2025 and its implications for investing strategies. Rising bond yields are reviewed alongside impressive European earnings. The guests emphasize the need for cautious, long-term investment approaches while navigating Federal Reserve challenges and market volatility. They also highlight the increasing importance of tech earnings and operational efficiency.

Mike Green, Chief Strategist at Simplify Asset Management, and Amanda Lynam, Head of Macro Credit Research at BlackRock, delve into the intricacies of the financial landscape. They discuss how Federal Reserve interest rate decisions could impact markets and the changing dynamics of credit investments. The conversation highlights the challenges looming over tech earnings and the role of AI in shaping future trends. Plus, they offer strategic insights for personal investment amid current pressures and economic uncertainties.

Dive into the intriguing dynamics of the treasury bond market and what investor sentiment reveals. Discover how recent economic shifts caused by the pandemic shape current yield levels and forecast potential Fed actions. The conversation highlights the need for patience amidst the evolving landscape and contrasts the fixed income market with equities, offering a comprehensive view of today's market trends.