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.

Episoder(4386)

8am-9am ET: Hoffman, Rattner & Stanley

8am-9am ET: Hoffman, Rattner & Stanley

PNC Financial Services Chief Economist Stuart Hoffman counts down to Friday's jobs report. Willett Advisors Chairman Steve Rattner takes the pulse of the U.S. economy. And Amherst Pierpont's Stephen S...

3 Mar 201642min

Cantrill: Trump not good for markets

Cantrill: Trump not good for markets

Pimco's Libby Cantrill weighs in on the presidential elections and how that affects markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informati...

2 Mar 201611min

Maki: inflation, economic data would indicate Fed rate hike

Maki: inflation, economic data would indicate Fed rate hike

Point72 Asset Management's Dean Maki discusses the labor market and the likelihood of the Fed raising interest rates in March. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See ...

2 Mar 201611min

Bernstein: Obama spending cuts from non-defense, discretionary

Bernstein: Obama spending cuts from non-defense, discretionary

The Center on Budget and Policy Priorities' Jared Bernstein discusses spending cuts from President Obama on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for priv...

2 Mar 20168min

Bernstein: Hillary Clinton disciplined in budget proposals

Bernstein: Hillary Clinton disciplined in budget proposals

The Center on Budget and Policy Priorities' Jared Bernstein says Hillary Clinton is disciplined in her budget proposals but will face a gridlocked congress. She speaks on Bloomberg Surveillance with T...

2 Mar 201612min

Sinche: dollar is near mid-point of long-term range

Sinche: dollar is near mid-point of long-term range

Amherst Pierpont's Bob Sinche says that the dollar's moves are being driven by the Fed's changing outlook. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener fo...

2 Mar 201611min

9am-10am ET: Chen, Elleithee, Hassett & Sinche

9am-10am ET: Chen, Elleithee, Hassett & Sinche

It's a special "Super Wednesday" edition of Bloomberg Surveillance. Tom Keene and Michael McKee are in DC to get perspective on the primaries from Rubio policy adviser Lanhee Chen, Georgetown's Mo Ell...

2 Mar 201642min

Hassett: candidates should prioritize boosting productivity

Hassett: candidates should prioritize boosting productivity

AEI's Kevin Hassett says U.S. presidential candidates need to focus on increasing the productivity of workers, to drive wage growth. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See ...

2 Mar 201611min

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