Keep pulling the thread on Bloomberg Surveillance.
Goldman Sachs' economics team, led by Jan Hatzius, expects the next rate cut from the Federal Reserve to be in December.
Dival Joshi believes there is a very high risk that long-term inflation expectations in the U.S. will become unanchored from the 2% target.
Elon Musk has presented a total addressable market for the space economy of $26 trillion in relation to a potential SpaceX IPO.
Boeing has lost $15 billion since 2019 on five specific loss-making defense programs.
Amy Gowder of GE Defense estimates the Collaborative Combat Aircraft (CCA) and drone market is a $15 billion opportunity over the next four years.
The Strait of Hormuz will be reopened because the global economy cannot allow Iran to control it.
James Stavridis proposes a two-point peace plan with Iran that involves opening the Strait of Hormuz and providing some level of economic relief to Iran.
James Stavridis predicts the Iranian regime will fall within 2 to 3 years due to an internally built resistance, not as a result of foreign bombing.
Sheila Kayalu predicts that Democrats and Republicans will agree to a double-digit increase for the base defense budget.
Sheila Kayalu predicts the next base defense budget will be $1.15 trillion.
Sheila Kayalu predicts Democrats and Republicans may agree on a $100 billion supplemental defense budget.
Demand for high-quality corporate bonds from pensions and insurance companies is currently robust.