CPI Reaction and Outlook for Rate Cuts

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 11th, 2025
Featuring:
1) Constance Hunter, Chief Economist at EIU, Erin McLaughlin, Economist at The Conference Board, and Mike McKee, International Economics & Policy correspondent with Bloomberg News, react to CPI. Expectations that the Fed will resume monetary easing this month have soared in recent weeks, as data increasingly point to a US labor market under strain.
2) Anna Wong, Chief Economist at Bloomberg Economics, brings us into the market open and talks about why the US may be and have been in a recession already. Recently, Anna Wong wrote that downward job revisions highlighted the American economy could currently be experiencing a recession.
3) Sheila Kahyaoglu, Aerospace and Defense Equity Research Analyst at Jeffries, discusses defense and aerospace sectors and opportunities for investment.
4) Heath Terry, Citi Head of Tech and Research, discusses data center and AI investing and becoming the first AI analyst on Wall Street.

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