katie: joining us, we have oksana aronov laird landmann and --oksana aronov and laird landmann. soft pmi's from europe and the u.s. are we near were central bankers focus on the risk to growth rather than inflation? oksana: people answer that from the standpoint of what they would like the central bankers to do. have to get into the head of central bankers who lost so much credibility in 2021 and 2022 that now they have to demonstrate they are willing to come to this fight. you have tremendous examples, the u.k. earlier, what happens when you fall behind in the fight with inflation. i don't think any central banker wants to make that mistake. if you look at core inflation, it has not essentially budged on an annualized basis for the last six months. i think this becomes or remains problem number one and it is hard to point to anything in this economy and say this is recession right here. katie: i'm to get into the head of central bankers, it is helpful we keep hearing from them. we heard about the 2% target. let's take a listen. >> it is working families who suffer directly from

laird landmann, director at tcw. we are seeing a split in the ai rally among stocks, with some like c3.ai falling as nvidia rebounds. this is bloomberg. ♪ >> usually we wait to have to find people. now we have customers calling us every day. >> you say the demand is huge. can you quantify it? >> we've had a number of inbound calls in the year, that we usually have any year, and like a month. we are offering things so powerful that in reality i'm not sure we should sell some of this to our clients. jon: this is "bloomberg markets ." i'm jon erlichman, with matt miller. that was exclusive sound from the palantir ceo, alex karp. there has been a lot of hype around names like c3.ai, but that stock is falling today after revenue forecast that disappointed investors. analysts want to see more growth drivers that lead to revenue and ultimately help the company in terms of further justification for the stock. we've seen shares of other ai- related companies on the move as well today. i was talking earlier about how nvidia is