Hotter CPI Unlikely to Deter Rate Cuts - For Now
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 23 October 2025
⏱️ 48 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
October 23rd, 2025
1) Jeff deGraaf, Chairman & Neil Dutta, Head of Economic Research at Renaissance Macro, join for an extended discussion on safe havens, credit risks, and their market outlook for 2026.
2) David Lebovitz, Global Market Strategist at JPMorgan Investment Management, discusses how markets have remained resilient despite slower economic growth projections.
3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on US equity indices remaining stuck in the 'tariff scare' range.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting that the Wall Street bonus pool is expected to break records this year if current trends continue, and a Wall Street Journal story on Warner Bros. Discovery has rebuffing several buyout offers from rival entertainment giant Paramount Skydance.
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Transcript
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| 0:00.0 | Hi, I'm Stephen Carroll. |
| 0:02.0 | And I'm Caroline Hepka here to introduce you to a podcast that brings you the news you need to start your day in just 15 minutes. |
| 0:09.3 | It's called Bloomberg Daybreak Europe Edition, covering all the top stories across Europe and around the world. |
| 0:15.5 | Each weekday morning, we're up early to bring you the latest news by 7am. |
| 0:19.5 | We've got everything you need to know from geopolitics |
| 0:22.1 | and global events to economics and what's moving markets. I'm covering it all from London. |
| 0:27.6 | And I'm in the EU's capital Brussels. We have 3,000 journalists and analysts around the world |
| 0:32.1 | to tell you what's happening, what it means and why it matters. It's more than just business |
| 0:36.9 | headlines, from the price of your |
| 0:38.6 | breakfast to global shifts in power. Economics and money aren't just part of the story. They're |
| 0:43.4 | often the driving force. So start your day with us on Bloomberg Daybreak Europe Edition for the |
| 0:48.5 | news you need to know and the context to make sense of it. Find new episodes of Bloomberg Daybreak |
| 0:53.4 | Europe edition by 7 a.m. London Time on Apple, Spotify or wherever you get your podcasts. |
| 1:03.2 | Bloomberg Audio Studios. |
| 1:05.9 | Podcasts Radio News. |
| 1:13.2 | This is the Bloomberg Surveillance Podcast. |
| 1:16.4 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:23.4 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:28.0 | RenMAC or Renaissance Macro does as good a job as anybody worldwide |
| 1:33.3 | it blending the two in the back and forth daily grind of following markets |
| 1:40.3 | and executing market economics. |
| 1:42.9 | Jeffrey DeGraph is Chairman Neil Dudd, head of economic research, |
... |
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