Tariffs, Retail Sales, and Inflation
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 14 February 2025
⏱️ 41 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 14th, 2025
Featuring:
- Ed Yardeni, President at Yardeni Research, on Fed rate cuts as inflation heats up and Trump's tariffs loom
- Jay Hatfield, CEO at Infrastructure Capital Management, brings us into retail sales and discusses why he believes gradual disinflation is still in play
- Lindsey Piegza, Chief Economist at Stifel, joins for an extended discussion on the Fed and why it could hike rates
- Lisa Mateo on newspapers
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | Get your daily market preview on projected stock updates, monetary policy decisions, and key results in statistics that may impact your trading. |
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| 0:17.0 | Donald Trump has already changed the way we think about the US economy. Now he's back in the |
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| 0:59.0 | Thank you. Audio Studios. Podcasts, Radio, News. This is the Bloomberg Surveillance Podcast. |
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| 1:13.3 | YouTube. Edward Yoddeni needs no introduction. He is clearly one of the most philosophical and |
| 1:19.7 | acute bulls out there. He speaks of the roaring 20s and has been dead on. We're thrilled that |
| 1:25.6 | Dr. Yodeni could join us for an extended conversation this morning. |
| 1:30.0 | John Murphy, the giant of technical analysis, and a guy named Ed Hyman, all agree like you that you have to meld things together. |
| 1:38.8 | Talk to our audience that has missed the Yardini bull market of how you use economics to have the confidence to invest? |
| 1:49.6 | Well, I think first and foremost, you have to start with the data. I think a lot of economists and |
| 1:55.5 | strategies sometimes start out with the conclusion of how they think things would all fold and then |
| 2:01.2 | look for the data that will support it, especially the economists who tend to be on the |
| 2:06.5 | pessimistic side about the U.S. economy. I think the important thing is to be observant. |
| 2:12.0 | And I've observed over the past three years that we've had the most widely anticipated |
... |
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