Bloomberg Surveillance Bloomberg Surveillance TV: September 26th, 2025
6 snips
Sep 26, 2025 Kyriakos Mitsotakis, the Prime Minister of Greece, discusses significant topics including the potential for joint EU defense funding and how Germany might support it. He emphasizes Greece's economic progress, highlighting primary surpluses and job creation initiatives, while addressing concerns about the health of core European economies like France. Mitsotakis also advocates for enhanced foreign investment in Greek banks to improve credit access for small businesses, and he outlines his vision for sustainable growth in Greece leading to better wages and living standards.
AI Snips
Chapters
Transcript
Episode notes
Markets Expect Reacceleration
- James Bullard sees current data as consistent with market expectations and a potential reacceleration of growth into 2026.
- He believes the Fed can look through tariff-driven inflation and still plan gradual cuts toward 2% over two years.
Run New Models In Parallel
- Bullard recommends reviewing Fed models and running parallel new models before an eventual cutover.
- He advises a planned, deliberate switch to improved frameworks rather than abrupt changes.
Tariffs, Productivity And Pushback
- Thomas Barkin warns inflation forecasts are uncertain given new tariffs and cost pressures, yet consumer pushback may limit broad inflation.
- He highlights productivity gains and shrinking labor supply as offsetting forces on inflation and unemployment.