June Back in Play for First 2026 Fed Cut After CPI

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 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.

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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 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.

2026-02-13 48 min Transcript
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