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Janet Yellen, US Treasury Secretary, discusses tariffs on China and the state of the US economy. David Bailin, Citi Global Wealth CIO, says 2-2.5% inflation is possible in 2024. Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says if the Fed is at the end of the cycle, bonds are going to outperform. Tom Michaud, KBW CEO, expects to see more consolidation among the smaller US banks. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.