Navigating the Fed's Dual Mandate

Navigating the Fed's Dual Mandate

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Isabelle Lee - October 21st, 2025
Featuring:
1) Dominic Konstam, Managing Director and Head of Macro Strategy at Mizuho Securities USA, shares his outlook for Fed rate policy as markets grapple with tariffs and trade tensions.
2) Yelena Shulyatyeva, Senior US Economist at The Conference Board, discusses CEO confidence and her expectations for US economic reports amid the ongoing government shutdown.3) Rohit Goel, Head of Global Macro at Breakout Capital Partners, shares his takeaways from last week's IMF and World Bank meetings and the structural issues facing global economies.
4) Andrew Siciliano, Partner and Trade & Customs Practice Leader at KPMG, discusses the market impact of President Trump's country-specific and industry-specific tariffs.

See omnystudio.com/listener for privacy information.

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Fels: ECB needs to ease more

Fels: ECB needs to ease more

PIMCO's Joachim Fels says the ECB should loosen policy further to kickstart Europe's economy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

10 Maalis 20168min

Fels: there are constraints on lending in Europe

Fels: there are constraints on lending in Europe

PIMCO's Joachim Fels says the main constraint on lending in Europe is the requirement for banks to hold more capital. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/...

10 Maalis 201612min

8am-9am ET: Gartman & Brown

8am-9am ET: Gartman & Brown

Gartman Letter Editor Dennis Gartman previews Mario Draghi's news conference, while Mitsubishi UFJ's Brendan Brown reacts to the ECB President's comments. All this and more on Bloomberg Surveillance w...

10 Maalis 201642min

Draghi: measures can spill over to FX markets

Draghi: measures can spill over to FX markets

ECB President Mario Draghi admits that central bank policies can have spillover effects. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pr...

10 Maalis 201611min

Draghi: I don't anticipate more rate cuts

Draghi: I don't anticipate more rate cuts

ECB President Mario Draghi says that downside risks have increased, but he doesn't plan to cut rates again after the move today. All this and more on Bloomberg Surveillance with Tom Keene and Michael ...

10 Maalis 201611min

Gartman: difficult to get WTI Crude above $40

Gartman: difficult to get WTI Crude above $40

Gartman Letter Editor Dennis Gartman gives his outlook for oil prices, with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

10 Maalis 20168min

Gartman: if central banks have your back, be bullish

Gartman: if central banks have your back, be bullish

Gartman Letter Editor Dennis Gartman says that investors should be bullish whilst central banks are committed to loose policy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnyst...

10 Maalis 201612min

9am-10am ET: Levitt, Emons & Schork

9am-10am ET: Levitt, Emons & Schork

Former SEC Chairman Arthur Levitt says that Donald Trump and Bernie Sanders are political parallels. Leader Capital's Ben Emons discusses why Europe is heading deeper into negative rate territory. And...

9 Maalis 201642min

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