Om episode
Jay Bryson, Wells Fargo Chief Economist, says the last mile to get us back to 2% inflation on a sustained basis is tough. David Kelly, JPMorgan Asset Management Chief Global Strategist, still sees inflation coming down. Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran & Co-Author of 2034: A Novel of the Next World War, discusses the Israel-Hamas war. Michael Shaoul, Marketfield Asset Management CEO, sees some sort of yield curve control being brought into the US. Sheila Kahyaoglu, Jefferies Senior Equity Research Analyst, discusses Delta earnings. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.