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(4327)

Garman: It might be difficult to approve reforms in short term

Garman: It might be difficult to approve reforms in short term

Eurasia Group's Christopher Garman discusses Brazil and its recession. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

12 Touko 201611min

Rupkey: Jobs market was spot on this first quarter

Rupkey: Jobs market was spot on this first quarter

MFUG Union Bank's Chris Rupkey reacts to the latest economic data. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

12 Touko 201611min

Blanchflower: Brexit is a downside risk

Blanchflower: Brexit is a downside risk

Dartmouth College Professor David Blanchflower discusses what governor Carney said in regards to the U.K. Economy. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.c...

12 Touko 201620min

Matejka: Yields will be determined by the growth

Matejka: Yields will be determined by the growth

JP Morgan's Mislav Matejka discusses equities and yields. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

11 Touko 201611min

Hagel: Strength of a nation is based on its economic standing

Hagel: Strength of a nation is based on its economic standing

Former Nebraska Senator Charles Hagel discusses the Nebraska primary and the Coalition for Fiscal and National Security statemen. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.S...

11 Touko 201611min

Weber: It will be more about the tone of the campaign

Weber: It will be more about the tone of the campaign

Mercury Public Affairs' Vin Weber discusses the current elections and the race to the White House. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for ...

11 Touko 201620min

Harris: What the Fed is doing is approaching Helicopter Money

Harris: What the Fed is doing is approaching Helicopter Money

Roubini Global Economics' Kevin Harris discusses the FED, U.S. eco and predicting a 1 percent rate hike this year. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.c...

11 Touko 201622min

Daly: The U.K. is still dependent on foreign investment

Daly: The U.K. is still dependent on foreign investment

Standard Chartered Bank's Eimear Daly discusses FX and the possibility of a UK exit from the Euro. She speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for...

11 Touko 201620min

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