Trump Tariffs and the Impact on Markets

Trump Tariffs and the Impact on Markets

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & David GuraJune 3nd, 2025
Featuring:
1) Tina Fordham, founder at Fordham Global Foresight, on how geopolitics are never 'going back to normal'
2) Chris Harvey, Chief US Equity Strategist at Wells Fargo, on markets. Stock futures are lower after the weekend brought more tariff drama, with China and the US accusing each other of violating a trade deal concluded just a few weeks ago. There’s also bearish comments on the dollar: Morgan Stanley expects the currency to slump 9% by mid-2026.
3) Tom Porcelli, Chief US Economist at PGIM Fixed Income on how the Fed is on the sidelines, for now. But as economic activity slows this year, we expect the Fed will ease in H2.
4) Evan Osnos, author and New Yorker staff writer, on his new book "The Haves and Have-Yachts"

See omnystudio.com/listener for privacy information.

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Swonk: U.S. consumer getting stronger

Swonk: U.S. consumer getting stronger

DS Economics Founder Diane Swonk says the American consumer is healthier than earlier in the cycle, thanks to solid employment gains and accelerating wages.See omnystudio.com/listener for privacy info...

24 Helmi 201611min

Feldstein: market downturn not precusor of economic decline

Feldstein: market downturn not precusor of economic decline

Harvard's Martin Feldstein says that recent market turmoil will not be followed by an economic slowdown. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for ...

24 Helmi 20168min

Feldstein: U.S. economy is in good shape

Feldstein: U.S. economy is in good shape

Harvard's Martin Feldstein says the American economy is doing better than financial investors fear. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for priva...

24 Helmi 201612min

8am-9am ET: Feldstein & Swonk

8am-9am ET: Feldstein & Swonk

Harvard Professor Martin Feldstein and DS Economics Founder Diane Swonk offer competing views on the American economy. Feldstein says that the U.S. is doing better than critics think, while Swonk says...

24 Helmi 201642min

Choyleva: negative interest rates will lead to a real crisis

Choyleva: negative interest rates will lead to a real crisis

Lombard Street Research's Diana Choyleva weighs in on the Bank of Japan's consideration of negative interest rates. She sits down on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystu...

24 Helmi 201611min

Lew: don't expect 'crisis response' from G-20 meeting

Lew: don't expect 'crisis response' from G-20 meeting

U.S. Treasury Secretary Jack Lew says we are not in a crisis environment and shouldn't expect a crisis response when the Group of 20 finance chiefs and central bankers meet this week in China. He says...

24 Helmi 201612min

7am-8am ET: Lew, Choyleva & Corr

7am-8am ET: Lew, Choyleva & Corr

U.S. Treasury Secretary Jack Lew says don't expect a "crisis response" from the Group of 20 meeting starting this week. Lombard Street Research's Diana Choyleva says the real economy is not in crisis ...

24 Helmi 201642min

Silverstein: balance sheets are best drivers of performance now

Silverstein: balance sheets are best drivers of performance now

Deutsche Bank's Josh Silverstein discusses the best opportunities in the oil patch. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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