Better-Than-Expected Job Data Resets Fed Bets

Bloomberg Surveillance

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 SweeneyWednesday, February 11th, 2026
Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, and Eric Winograd, Chief Economist at AllianceBernstein, react to the January jobs report.
2) Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, explains why traditional macro hedges are failing.
3) Diane Swonk, Chief Economist at KPMG, discusses the impact of this week's economic data.
4) Jurrien Timmer, Director of Global Macro at Fidelity Investments, outlines the case for a global equity catch-up.

See omnystudio.com/listener for privacy information.

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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 SweeneyWednesday, February 11th, 2026
Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, and Eric Winograd, Chief Economist at AllianceBernstein, react to the January jobs report.
2) Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, explains why traditional macro hedges are failing.
3) Diane Swonk, Chief Economist at KPMG, discusses the impact of this week's economic data.
4) Jurrien Timmer, Director of Global Macro at Fidelity Investments, outlines the case for a global equity catch-up.

See omnystudio.com/listener for privacy information.

2026-02-11 43 min Transcript
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