Tariffs, Inflation, and Economic Outlook

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Bloomberg Surveillance hosted by Tom Keene & David GuraJune 3nd, 2025
Featuring:
1) Tina Fordham, founder at Fordham Global Foresight, on how geopolitics are never 'going back to normal'
2) Chris Harvey, Chief US Equity Strategist at Wells Fargo, on markets. Stock futures are lower after the weekend brought more tariff drama, with China and the US accusing each other of violating a trade deal concluded just a few weeks ago. There’s also bearish comments on the dollar: Morgan Stanley expects the currency to slump 9% by mid-2026.
3) Tom Porcelli, Chief US Economist at PGIM Fixed Income on how the Fed is on the sidelines, for now. But as economic activity slows this year, we expect the Fed will ease in H2.
4) Evan Osnos, author and New Yorker staff writer, on his new book "The Haves and Have-Yachts"

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