
About this episode
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.
See omnystudio.com/listener for privacy information.
Get every episode summarized
Each time Bloomberg Surveillance publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Bloomberg Surveillance

Single Best Idea with Tom Keene: Wei Li & Leslie Vinjamuri
Bloomberg Surveillance

Bloomberg Surveillance TV: May 11th, 2026
Bloomberg Surveillance

US & Iran Wrangle Over Deal Terms to End War
Bloomberg Surveillance

Single Best Idea with Tom Keene: Kevin Gordon & John Stoltzfus
Bloomberg Surveillance