Bloomberg Surveillance

Dive into the intriguing world of economic history as experts dissect U.S. tariffs from the late 19th century and their impact on industrial growth. Discover how factors like immigration and technology played pivotal roles beyond just trade barriers. The conversation also shifts to the evolving perceptions of U.S. global policy, emphasizing the urgent need for reforms. An important discussion on mental health highlights therapy as a vital tool for addressing anxiety and preventing crises adds depth to the dialogue.

In this insightful discussion, Jason Furman, a Harvard economic policy professor, delves into the ripple effects of tariffs on the economy. Stephen Stanley, Chief Economist at Santander, shares his analysis of how a US trade war could impact markets. Earl Davis, Head of Fixed Income at BMO, explores the ramifications for treasury sectors. Together, they unravel the complexities of trade policies, inflation dynamics, and energy market nuances, offering a comprehensive look at the current economic landscape.

Doug Irwin, a Dartmouth Professor specializing in global trade, shares insights on the complexities of U.S. trade policies and the shift of tariff powers to the executive branch. Gautam Mukunda from Yale analyzes the political ramifications of the trade war, questioning if there’s any bipartisan will to resolve it. They delve into the economic impact of tariffs on North American supply chains, the troubling dynamics within both political parties, and how leadership decisions are shaping the ongoing conflict and investor sentiment.

Sebastien Page, Chief Investment Officer at T. Rowe Price, shares insights on cautious investment strategies amidst market volatility. Adam Posen, head of the Peterson Institute, critiques current tariff policies and their role in economic dynamics. Nouriel Roubini, NYU Professor and CEO of Roubini Macro Associates, discusses China's AI advancements and their global market impacts. The trio explores how rising long-end rates and geopolitical tensions reshape investment landscapes and corporate culture while highlighting the transformative potential of AI on growth and productivity.

Mandeep Singh, a Senior Tech Analyst for Bloomberg Intelligence, and Simona Mocuta, Chief Economist at State Street, dive into the latest tech earnings, highlighting Meta's stellar performance and its implications for the market. They discuss Google's advertising strategies amid legal challenges and the transformative impact of deep learning on the semiconductor and software sectors. Additionally, they tackle economic resilience following a surge in personal spending, political maneuvering in Washington, and even share lighthearted musings about avocado prices and guacamole culture.

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!