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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Giddis: lack of inflation and lack of growth

Giddis: lack of inflation and lack of growth

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Davidowitz: retailers have got their new priorities right

Davidowitz: retailers have got their new priorities right

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Davidowitz: America's middle class has been decimated

Davidowitz: America's middle class has been decimated

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9am-10am ET: Davidowitz, Giddis & Arment

9am-10am ET: Davidowitz, Giddis & Arment

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Herrmann: data isn't as bad as sentiment

Herrmann: data isn't as bad as sentiment

Mitsubishi UFJ's John Herrmann says that current U.S. economic data is looking better than people think it is. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

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Piegza: retail data is stronger

Piegza: retail data is stronger

Stifel's Chief Economist Lindsey Piegza says that recent numbers point to an improving retail environment. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener f...

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Rolland: Apple standoff with FBI has global implications

Rolland: Apple standoff with FBI has global implications

FBR Capital Markets' Analyst Christopher Rolland says that if Apple is forced to give the U.S. government a backdoor into its devices, then other countries like Saudi Arabia could abuse this to track ...

26 Feb 20168min

Murray: UK can cut red tape by leaving EU

Murray: UK can cut red tape by leaving EU

Bloomberg Intelligence's Jamie Murray says the UK can cut regulatory burdens by leaving the EU. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy i...

26 Feb 201612min

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