Inflation Data and Market Bullishness
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 11 June 2026
⏱️ 34 minutes
🧾️ Download transcript
Summary
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, June 11, 2026
Featuring:
1) Jay Hatfield, CEO at Infrastructure Capital Management, brings us into PPI and discusses his inflation outlook and bullish S&P call.
2) Iain Stealey, International Head of Fixed Income at JPMorgan, discusses the US macro picture and the bond market.
3) Bailey Lipschultz, Senior Reporter with Bloomberg News, on the SpaceX IPO.
4) Julia Wilson, Principal: Consumer & Retail Strategy at KPMG, talks about the consumer feeling squeezed and summer travel season.
See omnystudio.com/listener for privacy information.
Transcript
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| 1:13.6 | We get lucky Jay Hatfield joins us to get us to PPI here in a moment. |
| 1:18.6 | I mean, you're making a moment to moment in your note, you have an optimistic tone on the opening of the Gulf of Hormuz. |
| 1:26.6 | You're beholden to whatever the headlines are like |
| 1:30.1 | everyone else. Well, we've had a non-consensus view that the Iranians would not come to the table, |
| 1:36.1 | just using common sense. I didn't study Iranian studies at Wharton, but they've been warring |
| 1:43.6 | with the U.S. for 47 years, so why all of a sudden |
| 1:46.1 | after we killed their top leaders, are they going to capitulate? So we actually view this more |
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