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Speaker 1: Bloomberg Audio Studios, Podcasts, radio news, single.

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Speaker 2: Best idea for you on a Tuesday with a CPI

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Speaker 2: report in as well Lauren Goodwin Stop Buy from New

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Speaker 2: York Life linking in here the mystery. You've got a

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Speaker 2: great email from Robert since you said, you know, the

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Speaker 2: tariffs really haven't clicked in. Let's talk about that with

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Speaker 2: Lauren Goodwin of New York Life. On tariffs, we.

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Speaker 3: Believe that, yes, tariffs are likely to impact prices, actually

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Speaker 3: likely a little more this year relative to last year.

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Speaker 3: It's one of the reasons why we've come in a

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Speaker 3: little hawkish relative to consensus on the FED over the

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Speaker 3: course of all of last year. The reason why that

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Speaker 3: we believe that to be the case is that you're

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Speaker 3: essentially seeing a couple of years ago we talked about

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Speaker 3: rolling recessions. We're seeing rolling price impacts.

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Speaker 2: Lauren Goodwin of New York Life as well. A lot

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Speaker 2: of good CPI analysis. Major shout out to Weinberg high

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Speaker 2: frequency Economics, who really beat the drama. And it's just

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Speaker 2: not going to be the afeared inflation statement that it was.

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Speaker 2: He nailed that. He makes clear disinflation. Well, okay, maybe

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Speaker 2: it's not there, but he got more out of it,

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Speaker 2: the idea that the idea of rising inflation diminishes. We'll

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Speaker 2: catch up with Dr Weinberg here, I'm sure in the

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Speaker 2: coming weeks and months as well. She was in London,

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Speaker 2: absolutely brilliant. Leslie Venjerburry, particularly in the first weeks and

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Speaker 2: months of Ukraine was hugely advantaged. She was so good

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Speaker 2: they dragged her to Chicago. She made clear she's looking south,

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Speaker 2: the new Comisky Park, if you will, and the Chicago

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Speaker 2: White Sox. Leslie Venamurry with the Chicago Council on Global

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Speaker 2: Affairs on this moment at.

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Speaker 4: Hand, International relations hasn't always been easy. It's been very

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Speaker 4: difficult the last one year. There's so many questions about

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Speaker 4: the United States. But I think nobody could have predicted

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Speaker 4: that this was going to become so much about pre

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Speaker 4: eminence in the Western hemisphere, about pushing territorial borders, whether

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Speaker 4: it's through threats or actual use of force, taking leaders out.

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Speaker 4: You know, we thought this would be a president who

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Speaker 4: might be neo isolationists, who might be you know, inclined

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Speaker 4: towards restraint. That is just not what we're seeing right now.

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Speaker 4: With the major exception of you know, China.

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Speaker 2: Lusi, Benjaminray. They're from Chicago, which back back back in

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Speaker 2: the days was an isolationist haven there associated with the

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Speaker 2: Chicago Tribune. We're on podcasts. We're on Apple podcasts, on Spotify,

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Speaker 2: on YouTube podcasts. With their new big rollout pretty soon,

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Speaker 2: I have to say Netflix podcasts. I believe they're starting

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Speaker 2: out as well. This is a single best idea