Bloomberg Surveillance

Inflation and consumer spending rise in September. Chaos in the House may lead to a shutdown. We've entered near a peak in rates. Big Tech earnings. Banks set aside reserves for confidence in 2024.

Jeremy Stretch breaks down the ECB's decision, Lindsey Piegza discusses fast-paced US GDP growth, Ed Mills predicts no government shutdown, Mandeep Singh highlights AI as a focus for Big Tech

Mandeep Singh, Bloomberg Intelligence Senior Technology Analyst, breaks down a busy week of tech earnings starting with Microsoft and Alphabet. The Fed's higher-for-longer policy, aid package for Israel and Ukraine, and the Fed's shift towards employment are discussed. The bottom of the long-end of the bond market and the challenges faced by tech giants Apple and Alphabet are also talked about.

Jenny Johnson, Franklin Templeton President & CEO, shares concerns about spiraling US debt and its impact on interest rates. Mandeep Singh of Bloomberg Intelligence discusses the latest in tech earnings. Cameron Dawson, Newedge Wealth Chief Investment Officer, says the Fed's higher-for-longer policy is starting to bite. Paul Jacobson, General Motors Chief Financial Officer, discusses GM's 3Q earnings and the company's outlook amid the UAW strike. Fatih Birol, International Energy Agency Executive Director, discusses the impacts of geopolitical conflicts on the global energy market.

The podcast discusses the need for repricing risk assets to reflect higher interest rates. It also covers the impact of high interest rates on the economy, wage growth leveling off, consolidation in the oil industry, and deterring Iran's involvement in the Middle East

John Bolton, Fmr US Ambassador to the UN, discusses the US's failure to monitor the Middle East, while Meera Pandit predicts challenges in the bond market. Greg Valliere emphasizes the self-evident case for US aid to Ukraine and Israel. Alex Brazier declares the end of the 'great moderation,' and Deborah Cunningham believes the Fed's higher-for-longer message.

Fed Chair Jerome Powell discusses the possibility of holding interest rates steady at the next meeting but warns a future hike isn't ruled out. The podcast covers topics such as the implications of rate hikes on debt and monetary policy, lessons learned in conducting monetary policy, factors influencing bond prices and financial conditions, challenges of delivering low inflation, and the role of regional banks in the banking system.

Claudia Sahm, Founder of Sahm Consulting, expects the Fed to get inflation back to 2%. Mark Esper wants a stronger consensus among Western leaders. Cameron Dawson says consumer spending is starting to soften. Seema Shah expects an economic slowdown. Brian Wieser breaks down Netflix's strong earnings report.

Jon Lieber from Eurasia Group discusses the potential US involvement in the Israel-Hamas war. Gerard Cassidy reacts to Morgan Stanley's earnings. Binky Chadha highlights the equity market's resilience. Diana Amoa expresses concern about sovereign debt issues in the treasury market.

Bob Doll discusses margin pressure, Greg Daco talks about strong retail sales, Meghan Graper emphasizes investment discipline, Sri Natarajan analyzes banks' transitional quarter, and Henrietta Treyz highlights Congress' eagerness for aid to Israel.