US CPI Comes in Lower Than Expected
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 13 January 2026
⏱️ 32 minutes
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Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, January 13th, 2026
Featuring:
1) Troy Ludtka, Senior US Economist at SMBC Nikko Securities, reacts to the December US CPI print.
2) Leslie Vinjamuri, President & CEO at the Chicago Council on Global Affairs, examines how President Trump’s early 2026 actions mark a deliberate US pivot from diplomacy to disruption.
3) Richard Portes, Professor of Economics at London Business School, discusses the political pressure campaign against Fed Chair Jerome Powell and its potential to backfire.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal piece on how antivirals can help combat a surge in flu cases, and Bloomberg News reporting on 'longevity tourism.'
See omnystudio.com/listener for privacy information.
Transcript
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| 0:57.4 | This is the Bloomberg Surveillance Podcast. |
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| 1:07.7 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:12.6 | Troy Lucas with us with SMBC NECO securities. He writes a brilliant report with lots of charts. |
| 1:18.6 | I don't want to go narrow here. I want to go more like 60,000 feet. Are we through the pandemic? |
| 1:24.6 | Are we through the shutdown when we look at price change in America? |
| 1:29.3 | I think we're still in the process of normalization on the prices angle. |
| 1:33.3 | With the pandemic as well. I still think there's a debris there. |
| 1:37.3 | For sure. And then I think the biggest effect is really psychological, not only on the half of businesses, but also on consumers that are willing to tolerate, you know, high inflation. |
| 1:48.7 | I mean, because we know that shelter has always been a big part, a big component, right? |
| 1:53.8 | Takes up more percentage, I think, of that CPI than any other category. |
| 1:58.8 | Month over month, I guess it's, I guess it's trending lower, but tell that to somebody |
... |
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