Bloomberg Surveillance TV: September 26, 2024

Bloomberg Surveillance TV: September 26, 2024

-Evan Brown, UBS Asset Management Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager
Evan Brown of UBS thinks the bar is "very low" for the Fed to keep doing 50bps cuts. JPMorgan's Kelsey Berro thinks the Fed has justification to "cut 100 to 150 basis points just on the improvement of inflation". Jay Bryson of Wells Fargo reacts to US weekly jobless claims, saying he sees a 30% to 35% risk of recession in the next 12 months.

See omnystudio.com/listener for privacy information.

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Denbow, Jalinoos, Alloway, Porzecanski & Silverstein

Denbow, Jalinoos, Alloway, Porzecanski & Silverstein

USAA's Dan Denbow covers the commodity collapse. Credit Suisse's Shahab Jalinoos speaks about the slide in sterling. Bloomberg's Tracy Alloway reacts to the market open. Bloomberg's Katia Porzecanski ...

23 Helmi 201642min

Shilling: countries devaluing against dollar to boost growth

Shilling: countries devaluing against dollar to boost growth

Gary Shilling & Co.'s Gary Shilling says virtually every country is devaluing their currency against the dollar to boost exports and spur demand. He speaks on Bloomberg Surveillance with Tom Keene and...

23 Helmi 201612min

Kelly: U.S. economy isn't even close to recession

Kelly: U.S. economy isn't even close to recession

JPMorgan Funds' David Kelly says the U.S. economy is in far better shape than most people think. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy ...

23 Helmi 201611min

7am-8am ET: Shilling, Cassidy & Todd

7am-8am ET: Shilling, Cassidy & Todd

Gary Shilling & Co's Gary Shilling says slow growth is pushing countries to devalue their currencies against the dollar to boost demand for exports. RBC's Gerard Cassidy discusses banks' exposure to t...

23 Helmi 201642min

Kelly: inflation is a 'sleeping dragon'

Kelly: inflation is a 'sleeping dragon'

JPMorgan Funds' David Kelly says inflation is making a comeback. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

23 Helmi 201611min

Bill Gates: blindsided by report he backs FBI on Apple

Bill Gates: blindsided by report he backs FBI on Apple

Bill Gates vigorously denies a report that he supports the FBI in the standoff with Apple. He speaks with Stephanie Ruhle and John Micklethwait. All this and more on Bloomberg Surveillance with Tom Ke...

23 Helmi 20168min

Bill Gates: miracle like PC needed to spread energy to world

Bill Gates: miracle like PC needed to spread energy to world

Bill and Melinda Gates discuss their annual letter with Stephanie Ruhle and John Micklethwait. The Gates say that R&D money is needed to spread energy systems. All this and more on Bloomberg Surveilla...

23 Helmi 201612min

8am-9am ET: Bill Gates, Melinda Gates & David Kelly

8am-9am ET: Bill Gates, Melinda Gates & David Kelly

Bill and Melinda Gates discuss their annual letter with Bloomberg's Stephanie Ruhle and John Micklethwait. The Gates make the case that rapid technology change is a force for good, despite the disrupt...

23 Helmi 201642min

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