Bloomberg Surveillance

Lisa Shalett, CIO of Wealth Management at Morgan Stanley, shares her insights on the shifting landscape of the U.S. economy and markets post-Fed Chair Jay Powell's testimony. Mohamed El-Erian, President of Queens' College, Cambridge, weighs in on the latest inflation data, addressing challenges and expectations surrounding Federal Reserve policies. The discussion also touches on the potential impacts of tariffs, market volatility, and inflation on businesses, revealing how these factors intertwine to shape financial strategies and consumer experiences.

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, shares her insights into how inflation impacts stock markets and investing strategies. Huw van Steenis, Vice Chair at Oliver Wyman, discusses the significance of private credit in today's economy. French Hill, a US Republican Representative, talks about his role in addressing budget challenges and fiscal responsibility. Together, they explore the complex interplay between inflation, equities, and the broader economic landscape, offering a rich blend of analysis and humor.

Dive into market trends with insights on AI and gold investments, focusing on DeepSeek's effects on portfolio management. Discover the nuances of gold versus U.S. equities and explore a fresh trading strategy amidst fluctuating economic indicators. Political climates are discussed in relation to financial strategies, offering a comprehensive view of the evolving investment landscape.

Saira Malik, CIO and Head of Equities & Fixed Income at Nuveen, shares her insights on current market trends and investment strategies. She discusses the impact of tariffs on the automotive industry and their ripple effects on inflation and corporate profits. Malik highlights the recent equity bull run and evaluates the intricate dance of market reactions to trade policy and economic forecasts. Tune in for valuable perspectives on navigating these turbulent times and opportunities within small-cap companies.

Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, shares her insights on S&P forecasts and US economic growth. Brad Lander, NYC Comptroller and mayoral candidate, discusses city financing and his campaign against Eric Adams. Mark McCormick, Global Head of FX & EM Strategy at TD, analyzes the fluctuating currency landscape influenced by tariff policies. Together, they explore the interconnectedness of tariffs, market stability, and fiscal challenges, illuminating the current financial climate.

Dive into the fascinating realm of nominal GDP and its impact on market trends in the post-COVID landscape. Discover the resilience of growth and the implications for the American middle class. Explore the rising polarization in American politics, as the divides between the progressive left and populist right deepen. The discussion also highlights how digital media is influencing these shifts and unveils potential investment opportunities tied to these changing dynamics.

Nela Richardson, Chief Economist at ADP, shares insights on the labor market's strengths and weaknesses, emphasizing how recent inflation data could shape Fed policies. Francisco Blanch, Head of Global Commodities at Bank of America, discusses the implications of tariffs on commodity markets, particularly in light of President Trump's proposals. The conversation explores consumer inflation expectations, economic complexities, and the potential impacts on both equity and bond markets amid ongoing geopolitical tensions.

Lisa Mateo, a fashion and pop culture guru, shares her insights on the thrilling intersection of Super Bowl halftime shows and fashion highlights. She discusses how cultural moments during the NFL drastically influence viewer engagement, alongside the evolution of storytelling in advertising. Mateo also engages in a spirited conversation on iconic Super Bowl ads, revealing their lasting impact on audiences and brands alike. Tune in for a captivating look at how sports and style come together in today's media landscape.

Discover how the post-COVID economy is reshaping consumer spending habits, with insights into wealth accumulation and its future implications. Explore positive trends in the labor market, highlighted by unexpected data from the Bureau of Labor Statistics. Unpack demographic shifts and their effects on business strategies, offering a fresh perspective on management resources and market opportunities. This compelling discussion brings clarity to current economic developments and the forces driving them.

Economists analyze the January jobs report, revealing mixed signals that could impact Federal Reserve policies. Experts discuss Amazon's earnings while assessing demand for AI technology. There's a deep dive into the implications of Trump's proposed tax bill for U.S. economic exceptionalism, alongside potential legislative strategies. Meanwhile, recent congressional unity hints at possible collaboration for future budget negotiations, raising questions about the sincerity of bipartisan efforts amid ongoing tensions.