JPMorgan Funds' David Kelly says inflation is making a comeback. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.

JPMorgan Funds' David Kelly says inflation is making a comeback. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.

Listen for the latest in finance, economics and investment. 

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. 

Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. 

Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. 

Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.&nbsp; Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.&nbsp;

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Kelly: inflation is a ’sleeping dragon’

Kelly: inflation is a 'sleeping dragon'

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/15a31a62-4c48-4e28-83b4-ae2700f85ade/transcript

Featuring:
Ulrike Hoffmann-Burchardi, Chief Investment Officer: Americas & Global Head of Equity at UBS
Bob McNally, President & Founder of Rapidan Energy Advisors
Baiba Braze, Minister of Foreign Affairs for Latvia

Featuring:
<ul>
<li>Ulrike Hoffmann-Burchardi, Chief Investment Officer: Americas &amp; Global Head of Equity at UBS</li>
<li>Bob McNally, President &amp; Founder of Rapidan Energy Advisors</li>
<li>Baiba Braze, Minister of Foreign Affairs for Latvia</li>
</ul>

Bloomberg Surveillance TV: September 21st, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/410f262e-cfb9-4b69-90a9-b4cc0104727a/transcript

The latest in finance, economics and investment.


Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.


Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney

Monday, September 21st, 2026


Featuring:
1) James Egelhof, Chief US Economist at BNP Paribas, joins for a discussion on 2H economic outlook and how fuel prices are impacting the economy.

2) Amanda Lynam, Chief Credit Strategist at Goldman Sachs, talks credit spreads and outlook for fixed income amid a global bond selloff and relentlessly rising yields.

3) Nancy Lazar, Chief Global Economist at Piper Sandler, joins to discuss the Fed, labor market, and US economic outlook

4) Steph Guild, Chief Investment Strategist at Robinhood, brings us into the market open and talks market optimism amid growing investment risks.

The latest in finance, economics and investment.
 Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
 Bloomberg Surveillance hosted by Tom Keene &amp; Paul Sweeney
Monday, September 21st, 2026
 Featuring: 1) James Egelhof, Chief US Economist at BNP Paribas, joins for a discussion on 2H economic outlook and how fuel prices are impacting the economy.
2) Amanda Lynam, Chief Credit Strategist at Goldman Sachs, talks credit spreads and outlook for fixed income amid a global bond selloff and relentlessly rising yields.
3) Nancy Lazar, Chief Global Economist at Piper Sandler, joins to discuss the Fed, labor market, and US economic outlook
4) Steph Guild, Chief Investment Strategist at Robinhood, brings us into the market open and talks market optimism amid growing investment risks.

Second Half Economic Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/925065b3-b847-4aaa-a480-b4cc00e28810/transcript

The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, September 18th, 2026

Featuring:

1) Torsten Slok, Chief Economist at Apollo, joins to discuss his outlook for the US economy, rate hiking, and disinflation.

2) Meghan Robson, Head: US Credit Strategy at BNP Paribas, joins to talk about a further global bond selloff.

3) Alexis Crow, Partner & Chief Economist at PwC, talks market and economic implications of the Fed meeting.

4) Dana Telsey, Chief Research Officer and founder at Telsey Advisory Group, wraps this week's retail sales and outlook for luxury buying.

5) Bruce Wolfe, Senior Vice President at Alight and founder at CS Wolfe & Associates, talks US retirement and challenges retirement plan consensus.

The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene &amp; Paul Sweeney Friday, September 18th, 2026
Featuring:
1) Torsten Slok, Chief Economist at Apollo, joins to discuss his outlook for the US economy, rate hiking, and disinflation.
2) Meghan Robson, Head: US Credit Strategy at BNP Paribas, joins to talk about a further global bond selloff.
3) Alexis Crow, Partner &amp; Chief Economist at PwC, talks market and economic implications of the Fed meeting.
4) Dana Telsey, Chief Research Officer and founder at Telsey Advisory Group, wraps this week's retail sales and outlook for luxury buying.
5) Bruce Wolfe, Senior Vice President at Alight and founder at CS Wolfe &amp; Associates, talks US retirement and challenges retirement plan consensus.

Hawkish Central Banks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8d135a68-5afb-42bd-b193-b4c900eabab4/transcript

Kelly: inflation is a 'sleeping dragon'

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