Bloomberg Surveillance

Claudia Sahm, an expert in economics and financial markets, shares her insights on how the American economy is shaping the electoral landscape. Ellen Zentner, an investment analyst at Morgan Stanley, delves into the intricacies of wages and the labor market. They discuss the intriguing disconnect between positive economic indicators and public sentiment, explore the complexities of the job market during recovery, and highlight the emotional resilience required in these times. Their expert opinions offer a fresh perspective on navigating today's economic challenges.

Rob Casey, a Partner and Senior Analyst at Signum Global Advisors, predicts a clear election result within 48 hours, discussing early voting trends and their implications. Jeff Rosenberg, a Senior Portfolio Manager at BlackRock, reflects on a disappointing jobs report, suggesting that labor markets are normalizing. They also analyze the Federal Reserve's potential interest rate cuts and the broader economic landscape, emphasizing the significance of the upcoming elections on market movements and policy decisions.

Ellen Zentner from Morgan Stanley shares keen insights on labor market trends and their economic implications, stressing the dynamics between consumption and income among lower-income households. Jessica Taylor discusses the evolving landscape of Senate and House races as the 2024 election approaches, while David Gura dives into the intricacies of the presidential race, highlighting voter behavior in pivotal states. Their conversations blend sharp analysis with relatable anecdotes, making complex topics both informative and entertaining.

Pat Gelsinger, CEO of Intel, discusses the company's optimistic fourth-quarter revenue forecast and strategies for regaining market share after a challenging period. He dives into cost-cutting measures and the competitive landscape in semiconductors, particularly regarding AI chips. Gelsinger also highlights the shift toward on-premises AI inference and Intel's advancements in its foundry business. Additionally, he addresses the mixed results in Intel's recent earnings report, focusing on both positives and ongoing challenges in the market.

Ed Ludlow, co-host of Bloomberg Technology, brings his tech expertise to discuss the latest earnings results from Intel and Apple. He highlights Intel's surprising revenue forecast that boosted its shares, despite ongoing challenges. Meanwhile, Apple's weaker-than-expected sales in China raise fresh concerns for the company. The conversation delves into the implications of these results, including market reactions, competition in AI, and the potential for Apple's service revenue growth amidst regional struggles.

Discover the impact of advanced technology, particularly AI, on the economy and investment strategies. Hear fascinating personal anecdotes intertwined with market predictions. Navigate the political landscape leading up to elections, emphasizing the importance of mental well-being. The conversations also highlight the necessity for proactive mental health support in these uncertain times.

Heidi Crebo-Rediker, formerly the State Department's Chief Economist and now an Adjunct Sr Fellow at the Council on Foreign Relations, discusses the critical role of voter turnout in the upcoming election. Seth Carpenter, Chief Global Economist at Morgan Stanley, outlines how key policies on tariffs, immigration, and fiscal matters will hinge on election results. Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs, shares insights on rising opportunities in fixed income amid the market's uncertainties.

In this insightful discussion, Monica Guerra from Morgan Stanley Wealth Management shares her take on how the 2024 election could sway investor sentiment. Dan Ives of Wedbush Securities reacts to Microsoft and Meta's earnings, highlighting the importance of tech in the upcoming reports. Brian Levitt from Invesco breaks down market drivers amidst political and geopolitical turbulence. Michael Froman, from the Council on Foreign Relations, delves into tariffs, giving a glimpse of what a Harris or Trump administration might mean for trade policies.

Mandeep Singh, a senior technology analyst at Bloomberg Intelligence, and Anurag Rana, an expert in Microsoft’s earnings, discuss the latest financial results from both tech giants. Microsoft showcases impressive revenue growth driven by its cloud computing and AI investments. Meanwhile, Meta Platforms enjoys an increase in ad pricing but struggles to meet Wall Street expectations. The conversation dives into the future potential of Meta's language model, Lama, and examines the competitive landscape amid significant capital expenditures by both companies.

Nick Colas, a Contributor at DataTrek Research, joins to shed light on the market dynamics surrounding major tech companies like Google, Meta, and Microsoft, showing their dominance over international markets. He delves into how geopolitical events are currently impacting gold prices more than inflation, offering fresh investment strategies for tough market conditions. Additionally, there’s an engaging discussion on upcoming economic events, inviting listener insights for a richer dialogue.