This podcast episode of Bloomberg Surveillance features discussions with several experts on current economic and market trends. Jason Thomas from Carlyle discusses the significant capital expenditure on AI and its impact on GDP and bond markets, highlighting a shift from virtual to industrial business models. Francisco Blanch of Bank of America provides insights on the oil market, projecting lower prices in the second half of the year due to inventory dynamics and geopolitical factors, while also expressing a bullish outlook on gold. Greg Daco of EY presents a stagflationary view of the economy, pointing to tariff-induced inflationary pressures and decelerating economic activity. Vishal Khanduja of Morgan Stanley analyzes the impact of tariffs on inflation and discusses the separation of U.S. assets and the U.S. dollar as investment strategies, anticipating a weaker dollar in the coming years. The podcast also includes a brief market update regarding durable goods orders with Boeing.
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