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(4325)

Shindle: It's a really strong season for the Tony Awards

Shindle: It's a really strong season for the Tony Awards

Actor's Equity Association's Kate Shindle discusses the Tony Nominations and the state of the industry. She speaks with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

3 Touko 201611min

Bloxham: Markets were expecting U.S. rates to rise

Bloxham: Markets were expecting U.S. rates to rise

HSBC's Paul Bloxham discusses the outlook for Australia and the global economy. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information...

3 Touko 201620min

Micklethwait: Leicester developed counter-attacking style

Micklethwait: Leicester developed counter-attacking style

Bloomberg's John Micklethwait sits down to discuss Leicester's win on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

3 Touko 201611min

Roemer: Southeast Asia commodities rising on weaker El Nino

Roemer: Southeast Asia commodities rising on weaker El Nino

Best Weather's Jim Roemer weighs in on weather and the impact on commodities on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

3 Touko 201619min

Lele: There is a dichotomy of inflation outlooks

Lele: There is a dichotomy of inflation outlooks

Deltec Bank's Atul Lele sits down to discuss inflation and deflation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

3 Touko 201612min

Schiller: The infrastructure of campaigns are very important

Schiller: The infrastructure of campaigns are very important

Brown University's Professor Wendy Schiller discusses the primary elections and if we can take a break for a while. She speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio...

2 Touko 201622min

Jacobsen: People should still save for retirement

Jacobsen: People should still save for retirement

Well Fargo's Brian Jacobsen discusses retirement planning with low interests rates and if you are behind you should invest more. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.Se...

2 Touko 201620min

Steel: The Gold decline last year were predicated on rate rises

Steel: The Gold decline last year were predicated on rate rises

HSBC Securities James Steel discusses the supply and demand for Gold and it's sustainability. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for priva...

2 Touko 201611min

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