Bloomberg Surveillance

Dana Telsey, Chief Research Officer at Telsey Advisory Group, shares valuable insights into today's consumer landscape. She discusses how rising tariffs and inflation are contributing to a historic drop in consumer sentiment. Telsey highlights the pressing challenges retailers face in adapting to these economic pressures. The conversation also touches on how brands like Steve Madden and Birkenstock are strategizing amidst these uncertainties. Tune in for a fascinating look at the intersection of consumer behavior and economic policy!

Delve into the optimistic trends in the job market as experts analyze its impact on the economy and stock market. Uncover the ramifications of aggressive economic strategies like tariffs on U.S.-China relations. The discussion also highlights the essential role of research institutions in maintaining global competitiveness, with a caution against compromising education vital for innovation. It's a captivating look at how current policies could shape the future.

Stephen Miran, Chairman of the White House Council of Economic Advisers, sheds light on the administration's response to the April jobs report, discussing critical economic policies. Jeffrey Rosenberg, a Portfolio Manager at BlackRock, delves into market reactions and economic shocks. Together, they explore the impact of tariff discussions with China on various sectors, the Federal Reserve's interest rate strategies, and ongoing labor market trends. The conversation provides a captivating look at the intersection of politics and economics amidst a dynamic financial landscape.

Gene Seroka, CEO of the Port of LA, discusses how tariffs are affecting port traffic and the looming dangers for the U.S. economy. He predicts a potential 10% drop in cargo volume, highlighting the uncertainty in trade. Meanwhile, Adam Posen, President of the Peterson Institute for International Economics, shares insights from his article on the pitfalls of trade wars. Both guests dissect the interlinked fates of U.S. and Chinese markets and the ramifications of tariffs on employment and economic growth.

Dive into the world of trading as experts discuss technology's shifting role in investment strategies. Key insights into how leading tech giants are adapting to market pressures and potential tariff impacts on Apple are unveiled. The conversation also highlights the significance of Jobs Day amidst evolving trade dynamics. Plus, explore advancements in digital technology, including Google’s Android Auto, and discover innovative solutions for small businesses in a rapidly changing landscape.

Dan Ives, Global Head of Technology at Wedbush Securities, delves into the latest Big Tech earnings, sharing insights on Apple's upcoming performance and Tesla's evolving leadership. He discusses the implications of trade policies on the tech sector and how companies are strategizing amid uncertainties. The conversation also touches on how consumer confidence and market dynamics are influenced by political policies and tariffs, painting a picture of the complex relationship between the economy and the tech industry.

Dan Ives, Global Head of Technology at Wedbush Securities, delves into the current landscape of big tech earnings. He discusses Tesla's leadership dynamics, addressing rumors about CEO Elon Musk's potential replacement amidst assurances from the board. Ives also provides insights into the implications of the latest tech earnings reports on market sentiments. The conversation highlights the broader context of the U.S.-China trade relationship, touching on how tariffs shape investor confidence and the path ahead for tech giants.

Dive into the complexities of the fixed income market, where emotional factors collide with pricing realities. Discover how recent trade data has skewed GDP estimates, unveiling a record trade deficit that warrants scrutiny. Engage with insights from retired military leaders on rising global tensions and explore economic indicators like unemployment claims. Plus, learn about breakthroughs in automotive tech that could reshape the future. This discussion connects the dots between data and the broader economic landscape.

Max Kettner, Chief Multi-Asset Strategist at HSBC, predicts economic turbulence ahead and the potential for a recession in 2025. Christopher Hughes, co-founder of Facebook, dives into the challenges facing Big Tech as they gear up for Meta's earnings. Former Federal Reserve President Eric Rosengren shares insights on balancing Fed independence with current economic pressures and the outlook for interest rates. Together, they unravel the complexities of navigating the U.S. economy and emerging market opportunities amidst shifting government policies.

Amanda Lynam, Head of Macro Credit Research at BlackRock, and Sinjin Bowron, Senior Portfolio Manager at Beach Point Capital, dive into the complexities of credit markets in today’s uncertain environment. They discuss the implications of corporate credit spreads and the importance of risk assessment in volatile times. The duo also examines the influence of ETFs on investment strategies and economic indicators shaping the market landscape. Insights on adapting to bond yield changes in a weakening dollar provide valuable perspectives for investors navigating this challenging terrain.