Inflation Data and Unilateral Tariffs

Inflation Data and Unilateral Tariffs

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 12th, 2025
Featuring:
1) Frances Donald, Chief Economist at RBC, joins for a discussion on CPI and the labor market and whether the Fed will be late to cut rates. The Federal Reserve is rewriting its strategy document to balance the lessons learned from low inflation before the pandemic and the painful high inflation that followed, aiming to maximize economic benefits for working Americans while controlling inflation.
2) Rich Clarida, Global Economic Advisor at PIMCO and former Fed Vice Chair, joins for an extended conversation on the Fed, rates, and the US economy. Today's 30-year Treasury auction is providing a fresh gauge of investor appetite for long-dated debt amid concerns over mounting deficits and their impact on demand.
3) Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the outlook for the 10-year-yield and brings us into PPI. President Trump's remarks on imposing unilateral tariffs on dozens of US trading partners and heightened tensions in the Middle East contributed to the risk-off tone across markets today.
4) Anton Posner, CEO at Mercury Resources, discusses how tariffs are affecting shipping and maritime industries and whether it will show up in the economic and consumer data and unilateral tariffs go into place. President Trump has threatened to impose higher duties on dozens of economies, but has only reached a trade framework with the UK and a tariff truce with China, which was recently threatened.

See omnystudio.com/listener for privacy information.

Jaksot(4360)

8am-9am ET: Rattner, Slok, Weidmann & Hardman

8am-9am ET: Rattner, Slok, Weidmann & Hardman

Willett Advisors Chairman Steve Rattner says there's a lot of fear in the investment community. Deutsche Bank's Torsten Slok asks: where is the credit crunch? Germany's central bank chief Jens Weidman...

24 Helmi 201642min

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

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