Surveillance: US CPI with Bryson
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 October 2023
⏱️ 34 minutes
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Summary
Jay Bryson, Wells Fargo Chief Economist, says the last mile to get us back to 2% inflation on a sustained basis is tough. David Kelly, JPMorgan Asset Management Chief Global Strategist, still sees inflation coming down. Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran & Co-Author of 2034: A Novel of the Next World War, discusses the Israel-Hamas war. Michael Shaoul, Marketfield Asset Management CEO, sees some sort of yield curve control being brought into the US. Sheila Kahyaoglu, Jefferies Senior Equity Research Analyst, discusses Delta earnings.
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| 0:00.0 | Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic |
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| 1:23.4 | This is The Bloomberg Surveillance Podcast. I'm Lisa Abramoy. It's along with Tom |
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| 1:58.8 | App. There is this question of whether this is enough of a disinflationary effect to really |
| 2:04.8 | give people confidence that inflation and the disinflation that we're seeing now is more than |
| 2:09.3 | just transitory Jay Bryson over at Wells Fargo Chief Economist there joining us now. What's your |
| 2:14.3 | thought just now to start with Jay on what we just saw on the CPI print that did come in just a |
| 2:19.4 | bit harder than expected? I'll use a phrase here and I think John is probably familiar with it. |
| 2:25.5 | This was kind of a damp squib. I don't think it's going to change anybody's view of what's going |
| 2:31.7 | on in the economy. I don't think it changes anyone's view at the Federal Reserve about this. I think |
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