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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, September 8th, 2026

Featuring:

1) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses constructive economic growth and how it affects duration.

2) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, on stocks being insulated from geopolitical risks.

3) Peter Tchir, Head: Macro Strategy at Academy Securities, discusses US bond issuance and reinterpreting the labor market.

4) Oksana Aronov, Head of Market Strategy for Alternative Fixed Income for JPMorgan Asset Management, talks the macro backdrop and higher debt costs.