About this episode

The episode discusses inflation data and market bullishness with insights from various financial experts.

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 SweeneyThursday, June 11, 2026 Featuring: 1) Jay Hatfield, CEO at Infrastructure Capital Management, brings us into PPI and discusses his inflation outlook and bullish S&P call. 2) Iain Stealey, International Head of Fixed Income at JPMorgan, discusses the US macro picture and the bond market. 3) Bailey Lipschultz, Senior Reporter with Bloomberg News, on the SpaceX IPO. 4) Julia Wilson, Principal: Consumer & Retail Strategy at KPMG, talks about the consumer feeling squeezed and summer travel season. See omnystudio.com/listener for privacy information.

People in this episode

Hosts: Tom Keene, Paul Sweeney

Guests: Jay Hatfield, Iain Stealey, Bailey Lipschultz, Julia Wilson

Topics covered

• inflation
• market analysis
• bond market
• consumer behavior
• investment outlook

Keywords

• inflation
• PPI
• S&P
• bond market
• consumer strategy
• SpaceX IPO
• macro picture

Mentioned in this episode

Organizations: Infrastructure Capital Management, JPMorgan, Bloomberg News, KPMG

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