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

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, August 28th, 2026

Featuring:

1) Richard Clarida, Global Economic Advisor at PIMCO, previews Jackson Hole and discusses Kevin Warsh.

2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about how various markets are pricing in Jackson Hole and Kevin Warsh.

3) Freya Beamish, Chief Economist and Head: Macro Research at TS Lombard, talks about Jackson Hole and the bond market pricing in Bessent and Warsh.

4) Mitch Berlin, EY Americas Vice Chair, Strategy and Transactions, discusses M&A activity and what it says about US economic health.

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, August 28th, 2026
Featuring:
1) Richard Clarida, Global Economic Advisor at PIMCO, previews Jackson Hole and discusses Kevin Warsh.
2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about how various markets are pricing in Jackson Hole and Kevin Warsh.
3) Freya Beamish, Chief Economist and Head: Macro Research at TS Lombard, talks about Jackson Hole and the bond market pricing in Bessent and Warsh.
4) Mitch Berlin, EY Americas Vice Chair, Strategy and Transactions, discusses M&amp;A activity and what it says about US economic health.

Previewing Jackson Hole

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/068c33be-ae3b-4301-9942-b4b400d790f8/transcript

Featuring:
Aaron Kennon, CEO & Co-Founder of Clear Harbor Asset Management
Stuart Benjamin, Professor at the Duke Center for Innovation Policy
Torsten Slok, Partner & Chief Economist at Apollo Management

Featuring:
<ul>
<li>Aaron Kennon, CEO &amp; Co-Founder of Clear Harbor Asset Management</li>
<li>Stuart Benjamin, Professor at the Duke Center for Innovation Policy</li>
<li>Torsten Slok, Partner &amp; Chief Economist at Apollo Management</li>
</ul>

Bloomberg Surveillance TV: August 27th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/963200c9-8568-4787-a0d6-b4b30102dfb9/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
Thursday, August 27th, 2026

Featuring:

1) Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley, joins to discuss bond market signals and global credit opportunities as central bankers convene at Jackson Hole.

2) Angelo Zino, SVP and Tech Lead at CFRA Research, breaks down Nvidia's earnings blowout and other tech headlines.

3) Brett Ewing, Chief Market Strategist at First Franklin Financial Services, talks the broken rate hike case and how the bond market is pricing in Kevin Warsh and Scott Bessent.

4) Aoifinn Devitt, Managing Director: Global Wealth at Moneta Group, on the big themes for Jackson Hole and markets.

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 Thursday, August 27th, 2026
Featuring:
1) Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley, joins to discuss bond market signals and global credit opportunities as central bankers convene at Jackson Hole.
2) Angelo Zino, SVP and Tech Lead at CFRA Research, breaks down Nvidia's earnings blowout and other tech headlines.
3) Brett Ewing, Chief Market Strategist at First Franklin Financial Services, talks the broken rate hike case and how the bond market is pricing in Kevin Warsh and Scott Bessent.
4) Aoifinn Devitt, Managing Director: Global Wealth at Moneta Group, on the big themes for Jackson Hole and markets.

Jackson Hole Preview

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7ba44159-f531-4372-a68f-b4b300dd4635/transcript

Kelly: inflation is a 'sleeping dragon'

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