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)

Telsey: You can't just do the same with fashion

Telsey: You can't just do the same with fashion

Telsey Advisory Group's Dana Telsey discusses buying luxury retail and how weak tourism is affecting the luxury market in the U.S. along with stock market volatility hampering the wealth affect. She s...

9 Touko 201611min

Warne: Confusing short term creates opportunity for investors

Warne: Confusing short term creates opportunity for investors

Edwards Jones' Kate Warne discusses investment strategy and corportate earnings. She speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy informati...

9 Touko 20168min

Chen: New generations spending on experience than retail

Chen: New generations spending on experience than retail

Cowen and Company's Oliver Chen on Amazon and its impact on greater retail and where the consumer fits when it comes to income. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See...

9 Touko 201622min

Henderson: Market uncertainty over Turkey (Correct)

Henderson: Market uncertainty over Turkey (Correct)

Eurasia Group's Callum Henderson weighs in on market uncertainty after the resignation of Turkish Prime Minister Ahmet Davutoglu on Bloomberg Surveillance with Tom Keene and Michael McKee. (Corrects P...

9 Touko 201622min

Shepherdson: Market ignoring conflicting signals from Fed

Shepherdson: Market ignoring conflicting signals from Fed

Pantheon Macroeconomics' Ian Shepherdson weighs in on conflicting signals coming from the Fed on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informa...

9 Touko 201622min

Ryding: Fed has messed up communications policy

Ryding: Fed has messed up communications policy

RDQ Economics' John Ryding weighs in on the Federal Reserve, its communications policy and the probability of a rate hike in June on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystu...

9 Touko 201624min

Kass: The World's Markets and Global Economies Are Maturing

Kass: The World's Markets and Global Economies Are Maturing

Seabreeze Partners' Douglas Kass discusses caution in the equity markets. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

9 Touko 201620min

Mather: Equities should out perform bonds in the next few years

Mather: Equities should out perform bonds in the next few years

Pacific Investment's Scott Mather discusses equities, low interest rates and his reaction to the Jobs Day Report. He speaks with Tom Keene and Michael Mckee on Bloomberg Surveillance.See omnystudio.co...

6 Touko 201611min

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