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(4330)

Golub: A sloppy earnings season from a growth perspective

Golub: A sloppy earnings season from a growth perspective

RBC's Jonathan Golub sits down to discuss earnings season and companies doing better than expected on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy in...

20 Touko 201620min

Saxena: Smaller, regional banks should consider merging

Saxena: Smaller, regional banks should consider merging

PricewaterhouseCoopers' Arjun Saxena weighs in on the competitive position of smaller banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informati...

20 Touko 201611min

Fishman: There's fear investors are getting ready to sell

Fishman: There's fear investors are getting ready to sell

Deutsche Bank's Rocky Fishman discusses derivative strategies with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Touko 201622min

Rajappa: Market is too complacent over rate hikes

Rajappa: Market is too complacent over rate hikes

Societe Generale's Subadra Rajappa reacts to our conversation with Richmond Fed President Jeffrey Lacker. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener fo...

19 Touko 201620min

Lacker: Comfortable with four Fed rate hikes in 2016

Lacker: Comfortable with four Fed rate hikes in 2016

Richmond Fed President Jeffrey Lacker sees a strong case for a rate-hike in June. He joins Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Touko 201622min

Goodfriend: Fed should focus more on inflation

Goodfriend: Fed should focus more on inflation

Carnegie Mellon University Professor of Economics Marvin Goodfriend focuses on the Fed with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Touko 201620min

Viloria: Monetary policy the main driver of currencies

Viloria: Monetary policy the main driver of currencies

Wells Fargo's Eric Viloria discusses his FX outlook with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

18 Touko 201622min

Yarmuth: Political parties have forgotten their roots

Yarmuth: Political parties have forgotten their roots

Congressman John Yarmuth discusses the results of the Kentucky Primary with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

18 Touko 20168min

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