Bloomberg Surveillance25 Elo 2025

Fed Easing and Tariffs

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 22nd, 2025
Featuring:
1) Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for an extended discussion the equity rally, his S&P target, and Jay Powell's Jackson Hole speech. Policymakers are grappling with inflation above their 2% goal and a labor market showing signs of weakness, with a high degree of uncertainty about how these factors will evolve, according to Chicago Fed President Austan Goolsbee.
2) Henrietta Treyz, co-founder at Veda Partners, joins for an extended discussion about Congressional priorities as leaders soon return to Congress and the outlook for tariff policy heading into the fall. Making matters harder for policymakers is this week's PCE inflation gauge, which is forecast to show the personal consumption expenditures price index rose 2.9% in July from a year ago, the fastest annual pace in five months.
3) Gennadiy Goldberg, Head of US Rates Strategy at TD Securities, joins to discuss the interest rate path post-Jackson Hole. The Federal Reserve's Jackson Hole symposium was a tense affair, with Chair Jerome Powell signaling an interest-rate cut as soon as the next policy meeting in September, despite clear divisions among policymakers.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on a Harvard professor's concern about AI and a WSJ story on saving to support children financially when they reach their 30s.

See omnystudio.com/listener for privacy information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(4504)

Single Best Idea with Tom Keene: Bob Hormats & Ian Lyngen

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Hormats & Ian Lyngen. Watch Tom and Paul LIVE ev...

15 Touko 4min

Bloomberg Surveillance TV: May 14th, 2026

Featuring: Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld Dr. Nela Richardson, Chief Economist & ESG Officer at ADP Federal Reserve Governor Stephen Miran See omnystudio.com/listener for p...

14 Touko 27min

Single Best Idea with Tom Keene: Seema Shah & Paul Quinsee

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Seema Shah & Paul Quinsee. Watch Tom and Paul LIVE e...

14 Touko 3min

Inflation and Geopolitics Impact Markets

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, May 14, 2026Featu...

14 Touko 28min

Bloomberg Surveillance TV: May 13th, 2026

Featuring: Kit Juckes, Chief FX Strategist & Head: Foreign Exchange Strategy at Societe Generale Dr. Seth Carpenter, Managing Director & Global Head: Macro Research at Morgan Stanley Theirry Wizman, ...

13 Touko 17min

Single Best Idea with Tom Keene: Simon White & Ben McMillan

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Simon White & Ben McMillan. Watch Tom and Paul LIVE ...

13 Touko 4min

Private Credit Stress Test as Market Carries On

13 Touko 27min

Single Best Idea with Tom Keene: Ed Yardeni & Constance Hunter

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ed Yardeni & Constance Hunter. Watch Tom and Paul LI...

12 Touko 5min