James Egelhof
Chief US Economist at BNP Paribas, offering macroeconomic analysis on growth, labor markets, Fed policy and inflation outlooks.
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Feb 4, 2026 • 21min
Bloomberg Surveillance TV: February 4th, 2026
James Egelhof, Chief US Economist at BNP Paribas, offers macro views on labor, Fed policy and AI-driven productivity. Gene Seroka, Executive Director of the Port of Los Angeles, talks falling container volumes, shifting sourcing and major port investments. Libby Cantrill, PIMCO public policy lead, discusses fiscal moves, housing finance and short-term DHS funding risks.
