Fed Easing and Tariffs

Fed Easing and Tariffs

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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.

Jaksot(4332)

Sowerby: Year on year, profits have fallen 8 percent

Sowerby: Year on year, profits have fallen 8 percent

Loomis Sayles & Co.'s David Sowerby weighs in on U.S. equity markets and corporate profits on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informatio...

15 Kesä 201611min

Cohen: It has been a volatile first half of 2016

Cohen: It has been a volatile first half of 2016

Goldman Sachs' Abby Joseph Cohen discusses the impact of slow growth outside the U.S. on the economy and on policy making on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/...

15 Kesä 201620min

Bolen: President will sign new FOIA bill into law

Bolen: President will sign new FOIA bill into law

Bloomberg BNA's Cheryl Bolen discusses changes to the Freedom of Information Act, intended to open up more government information to disclosure on Bloomberg Surveillance with Tom Keene and Michael McK...

14 Kesä 201612min

Mahaney: LinkedIn likely had other offers

Mahaney: LinkedIn likely had other offers

RBC Capital Markets' Mark Mahaney says that LinkedIn was a takeover target, even before Microsoft's proposed $26B purchase. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudi...

14 Kesä 201622min

Dunkelberg: We are not getting growth in capital spending

Dunkelberg: We are not getting growth in capital spending

NFIB's William Dunkelberg weighs in on the growth outlook and the small business report on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

14 Kesä 201611min

Piegza: May showed a modest spending pace

Piegza: May showed a modest spending pace

Stifel's Lindsey Piegza discusses retail sales and consumers spending at a moderate pace on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

14 Kesä 201611min

Girard: Biggest question facing market is July Fed move or not

Girard: Biggest question facing market is July Fed move or not

RBS's Michelle Girard discusses a potential Fed rate hike this summer on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

14 Kesä 201620min

Todd: There has been a concerted effort to discredit media

Todd: There has been a concerted effort to discredit media

NBC's Chuck Todd weighs in on Donald Trump, his press ban and immigration ban on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

14 Kesä 201611min

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