June Back in Play for First 2026 Fed Cut After CPI
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 13 February 2026
⏱️ 52 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 SweeneyFriday, February 13th, 2026
Featuring:
1) Jim Caron, CIO of Portfolio Solutions at Morgan Stanley Investment Management, Michael Ball, Bloomberg News Macro Strategist, and Veronica Clark, US Economist at Citi, react to the January US CPI print.
2) Isabelle Mateos y Lago, Group Chief Economist at BNP Paribas, talks global central bank divergence.
3) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on sector rotation and high valuations.
4) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, on how the US has put itself in the middle of China's Venezuela oil trade.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | This is Caroline Hyde. |
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| 0:45.4 | I'm Caroline Hyde in New York. |
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| 1:13.2 | Bloomberg Audio Studios. Podcasts. wherever you get your podcasts or watch us live on YouTube. |
| 1:20.0 | Inflation coming up here in four minutes. Michael Ball on deck, but first Jim Caron joins us from |
| 1:24.4 | Morgan Stanley. The note is brilliant. We protect the copyright of all of our guests. Get Jim Caron's brilliance from Morgan Stanley. The note is brilliant. We protect the copyright of all of our guests, |
| 1:28.6 | get Jim Caron's brilliance from Morgan Stanley. Okay, so you're out at aeronautical engineering at Caltech. |
| 1:35.4 | And the final trick question on the exam sophomore year, Jim Caron, is what does it mean if the bond markets worry, worry, |
| 1:43.3 | hand-wringing worry, and Google can do a |
| 1:45.7 | hundred-year bond nine times oversubscribed? Jim, I've never seen this. |
| 1:52.4 | Well, I think it's really a statement on the dispersion that's in the markets right now. |
| 1:58.0 | So look, there's a lot of volatility that's happening, right? We understand |
... |
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