Navigating the Fed's Dual Mandate
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 21 October 2025
⏱️ 36 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Isabelle Lee - October 21st, 2025
Featuring:
1) Dominic Konstam, Managing Director and Head of Macro Strategy at Mizuho Securities USA, shares his outlook for Fed rate policy as markets grapple with tariffs and trade tensions.
2) Yelena Shulyatyeva, Senior US Economist at The Conference Board, discusses CEO confidence and her expectations for US economic reports amid the ongoing government shutdown.3) Rohit Goel, Head of Global Macro at Breakout Capital Partners, shares his takeaways from last week's IMF and World Bank meetings and the structural issues facing global economies.
4) Andrew Siciliano, Partner and Trade & Customs Practice Leader at KPMG, discusses the market impact of President Trump's country-specific and industry-specific tariffs.
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Transcript
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| 0:00.0 | Hello and welcome. |
| 0:01.8 | This is the Michelle Hussein Show. |
| 0:04.2 | I'm Michelle Hussein. |
| 0:05.7 | I speak with people like Elon Musk. |
| 0:08.2 | I think I've done enough. |
| 0:09.2 | And Shonda Rhymes. |
| 0:10.1 | That's so cute. |
| 0:11.0 | This will be a place where every weekend you can count on one essential conversation |
| 0:16.7 | to help make sense of the world. |
| 0:19.1 | So please join me. |
| 0:20.4 | Listen and subscribe |
| 0:21.6 | to the Michelle Hussein show |
| 0:23.6 | from Bloomberg Weekend, |
| 0:25.6 | wherever you get your podcasts. |
| 0:27.2 | You certainly ask interesting questions. |
| 0:32.6 | Bloomberg Audio Studios, |
| 0:35.1 | podcasts, radio news. Thank you. This Bloomberg Audio Studios. Podcasts, Radio, News. |
| 0:42.5 | This is the Bloomberg Surveillance Podcast. |
| 0:45.7 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 0:52.7 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 0:57.0 | A dominant constant with a holistic view on the economy. Your note is breathtaking, pushing against the gloom. |
| 1:08.0 | Is a regime of lower rates from within the ambiguity of all those dynamics, |
... |
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