Bloomberg Podcasts · Bloomberg Surveillance TV: May 14th, 2026 | Bloomberg Surveillance

1. 1. President Trump and Xi Jinping discussed trade and Iran, while Taiwan was a key Chinese focus.
2. 2. Despite robust wage growth, a widening inequality gap persists, with top earners gaining much more.
3. 3. Regulations significantly impact the economy's supply side, often acting as "infinite taxes."
4. 4. Declining population growth is unambiguously disinflationary, reducing the neutral rate and housing inflation.
5. 5. Monetary policy changes affect the economy with significant lags, typically 12 to 18 months later.