Bloomberg Surveillance Single Best Idea with Tom Keene: Lauren Goodwin & Leslie Vinjamuri
Jan 13, 2026
This discussion unveils the influence of rising tariffs on prices and the Fed's hawkish stance. Lauren Goodwin dives into inflation trends, suggesting a shift towards disinflation. Leslie Vinjamuri offers insights on unexpected changes in global power dynamics and U.S. foreign policy, revealing a more active stance than anticipated. The conversation highlights the evolving geopolitical landscape with a focus on the Western Hemisphere.
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Tariffs Will Lift Prices In 2024
- Tariffs are likely to push prices up more this year compared with last year.
- Lauren Goodwin says this partly explains her more hawkish Fed outlook versus consensus.
Rolling Price Impacts Replace Rolling Recessions
- Rolling price impacts are replacing the idea of rolling recessions.
- Goodwin highlights staggered, sectoral price effects rather than a single broad shock.
High-Frequency Data Flagged Disinflation
- High-frequency analysis showed inflation fears overstated and disinflation stronger than expected.
- Tom Keene credits Carl Weinberg for anticipating the disinflation narrative.