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Bloomberg Surveillance: Geopolitics and Markets
Bloomberg Surveillance: Geopolitics and Markets

Bloomberg

time03-06-2025

  • Business
  • Bloomberg

Bloomberg Surveillance: Geopolitics and Markets

Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & David Gura June 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"

March CPI inflation cooling is a 'one-off,' economist says
March CPI inflation cooling is a 'one-off,' economist says

Yahoo

time10-04-2025

  • Business
  • Yahoo

March CPI inflation cooling is a 'one-off,' economist says

Economic data from March released on Thursday morning showed inflation cooled more than expected, but RSM chief economist Joe Brusuelas and PGIM fixed income chief US economist Tom Porcelli indicate the data print may be the last before tariffs hit the US economy. The economists join Morning Brief with Brad Smith and Madison Mills to take a closer look at the inflation data. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. Sign in to access your portfolio

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