Bloomberg Surveillance

Steve Englander, the Global Head of G10 FX Research at Standard Chartered Bank, dives into Treasury Secretary Yellen's remarks about Trump’s influence on the dollar and previews the BOJ's upcoming moves. Jeannette Lowe from Strategas discusses Kamala Harris's hunt for a VP pick amidst a shifting political landscape. Meanwhile, James Camp and Zach Griffiths analyze data suggesting possible rate cuts by the Fed in September, investigating how these financial decisions could impact markets and bond trading.

Jurrien Timmer, Director of Global Macro at Fidelity Management, analyzes market volatility ahead of potential Fed changes. Henrietta Treyz, Managing Partner at Veda Partners, discusses Kamala Harris's surge in the polls as her campaign gains momentum. Ayesha Kiani shares insights on President Trump's comments regarding Bitcoin and its market implications in the context of the upcoming presidential race. The conversation highlights the intersecting dynamics of politics and digital assets, setting the stage for an intriguing election season.

Ira Jersey, a financial markets guru, and Gene Munster, a tech investment visionary, dive into the pressing issues of inflation and interest rates. They dissect cyclical patterns affecting today's economy, urging immediate Federal Reserve action. The duo also highlights the crucial role of capital expenditures in the AI sector, forecasting a massive $150 billion investment over the next three years. Their insights on how companies like Tesla and Google are navigating these trends reveal vital implications for market performance.

Sam Stovall, Chief Investment Strategist at CFRA, provides insights on the upcoming earnings for the tech sector's 'Mag 7' companies. Tobin Marcus, Head of US Politics and Policy at Wolfe Research, discusses the campaign strategies of Trump and Harris as both gear up for a crucial election season. Giorgio Furlani, CEO of AC Milan, shares the club's ambitions to expand its presence in the US, especially with their New York City match against Manchester City, highlighting the growth of soccer in America.

Cam Dawson, CIO at NewEdge Wealth, analyzes market reactions to PCE data, while Neil Dutta from Renaissance Macro Research provides insights into the economic landscape. Greg Valliere, Chief US Policy Analyst at AGF Investments, discusses the impact of Obama’s endorsement of Kamala Harris amid shifting US political stances. Gene Munster, Managing Partner at Deepwater Asset Management, wraps up the conversation with a look at big tech earnings and the future of AI investments, keeping listeners engaged with industry trends and economic forecasts.

Anastasia Amoroso and Wendy Schiller share insights on the upcoming week's market direction, potential rate cuts by the Fed, and a barbell strategy for investments. The podcast also covers the inner workings of Bloomberg Surveillance, political speculation on Kamala Harris, upcoming events, and business partnerships.

Waldemar Szlezak discusses Google and tech capex, Libby Cantrill on Trump-Harris campaigns, Anastasia Amoroso's rotation trade. Market analysis of tech stocks, financial services for private wealth, US election strategy, investing in digital infrastructure and fiber connectivity in smaller cities.

Experts from Citigroup, PIMCO, and Duke discuss market outlook, Biden's speech, and presidential control over trade. Topics include potential correction, election impact, and long-term economy health.

Finance expert Monica DiCenso, business strategist Gautam Mukunda, and tech analyst Dan Ives share insights on collaboration in business success, Federal Reserve's market impact, interest rates, business partnerships, presidential picks, and AI strategies. A dynamic mix of knowledge and expertise!

Guests from BlackRock, Citi Research, Carnegie Endowment, Morgan Stanley, and TD Bank discuss market reactions to tech earnings, Biden-Netanyahu meeting, upcoming eco data, small caps performance, Israeli-U.S. relations, airline disruptions, rate cuts impact, and bond market analysis.