Hotter CPI Unlikely to Deter Rate Cuts - For Now

Bloomberg Surveillance

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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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2025-10-23 43 min Transcript

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