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Bloomberg Surveillance
Tariffs, Retail Sales, and Inflation
Feb 14, 2025
Ed Yardeni, President at Yardeni Research, brings his bullish economic insights, discussing how inflation could impact Fed rate policies and looming tariffs from Trump. Jay Hatfield, CEO at Infrastructure Capital Management, dives into the nuances of retail sales and the ongoing gradual disinflation trend. Lindsey Piegza, Chief Economist at Stifel, provides expert commentary on the Federal Reserve's monetary approach, analyzing the tensions between inflation concerns and economic growth. Together, they tackle critical issues affecting today's market landscape.
39:58
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Quick takeaways
- Despite concerns of recession, the economy's resilience is evident through a strong job market and stable GDP growth around 3%.
- The ongoing tariff discussions signal a shift towards negotiation rather than hostility, potentially fostering a more stable economic environment.
Deep dives
Economic Resilience Observed
The economy has demonstrated considerable resilience over the past three years, challenging predictions of an impending recession. Even with widespread anticipation of economic downturns, actual outcomes have been more stable than expected. The speaker highlights that the job market has remained robust, marked by an unemployment rate around 4% and real GDP growth hovering at approximately 3%. Such indicators suggest that the economy deserves greater respect and confidence from investors and analysts.
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