Bloomberg Surveillance TV: September 22nd, 2025

Bloomberg Surveillance TV: September 22nd, 2025

- Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley
- Krishna Guha, Vice Chairman at Evercore ISI
- Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management
- Venu Krishna, Head: US Equity Strategy at Barclays

Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, discusses his outlook for the US economy and investment opportunities across equities, fixed income, and commodities. Krishna Guha, Vice Chairman at Evercore ISI, talks rate cuts, Fed independence, and the direction of the US economy. Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management, talks about fixed income investment strategies. Venu Krishna, Head: US Equity Strategy at Barclays, talks about the sustainability of the equity rally.

See omnystudio.com/listener for privacy information.

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Hintz: banks are difficult to shrink

Hintz: banks are difficult to shrink

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Hintz: fixed income remains a problem child for banks

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7am-8am: Hintz & Sinche

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7am-8am: Khan & Collender

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PWC U.S. Energy Advisor Reid Morrison

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Duignan: jury is out on whether Deere is too short-termist

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Hegarty: uptrend in shelter part of CPI

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BlackRock's Martin Hegarty explains why U.S. inflation is suddenly accelerating. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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9am-10am ET: Hegarty, Duignan, Galloway & Morrison

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BlackRock's Martin Hegarty reacts to accelerating inflation data. JPMorgan's Ann Duignan discusses Deere's lowered forecasts. NYU's Scott Galloway predicts Yahoo will be sold for more than the market ...

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