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.

Avsnitt(4451)

8am-9am ET: Levy & Gross

8am-9am ET: Levy & Gross

Berenberg's Mickey Levy counts down to the U.S. monthly jobs report, while Janus Capital Management's Bill Gross analyzes the numbers as they come out. They join Tom Keene and Michael McKee on Bloombe...

4 Mars 201642min

Mather: negative rates already counterproductive in Europe

Mather: negative rates already counterproductive in Europe

PIMCO's Scott Mather says that the ECB's loose policy is damaging the financial sector in Europe. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy...

4 Mars 201611min

Mather: if Fed waits too long, it faces impossible situations

Mather: if Fed waits too long, it faces impossible situations

PIMCO's Scott Mather says that in the course of this year, the market will go from worrying about deflation to expecting an overshoot on inflation targets. He joins Tom Keene and Michael McKee on Bloo...

4 Mars 201611min

Koesterich: gold is working well for portfolios

Koesterich: gold is working well for portfolios

BlackRock's Russ Koesterich says that gold is reasserting itself as a hedge. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

4 Mars 20168min

Koesterich: market doesn't know what to make of the jobs report

Koesterich: market doesn't know what to make of the jobs report

BlackRock's Russ Koesterich says that the jobs report is full of mixed messages. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

4 Mars 201612min

9am-10am ET: Koesterich & Mather

9am-10am ET: Koesterich & Mather

Blackrock's Russ Koesterich & PIMCO's Scott Mather provide insight and analysis on the monthly U.S. jobs report. They join Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/list...

4 Mars 201642min

7am-8am ET: Darda, Gordon & Krueger

7am-8am ET: Darda, Gordon & Krueger

MKM's Michael Darda says nomial GDP is actually slowing. Northwestern University's Robert Gordon and Princeton University's Alan Krueger discuss how much impact a president can have on the global econ...

4 Mars 201642min

Krueger: Fed is still accommodating economy

Krueger: Fed is still accommodating economy

Princeton University's Alan Krueger discusses whether the Fed is still impacting the economy or if QE is now a neutral factor on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio....

4 Mars 201611min

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