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)

Ryan: Inventory being weighed down will effect production

Ryan: Inventory being weighed down will effect production

Deutsche Bank's Brett Ryan discusses how the Dollar is still up from a couple of years ago and manufacturing inventory over hang in the U.S.See omnystudio.com/listener for privacy information.

2 Touko 201622min

Miller: It's an ongoing reality that Puerto Rico can't pay debt

Miller: It's an ongoing reality that Puerto Rico can't pay debt

Nuveen Investments John Miller disusses Puerto Rico's money owed and how their default will effect their banking system. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnyst...

2 Touko 201620min

Kass: Berkshire Hathaway meeting preview

Kass: Berkshire Hathaway meeting preview

Professor David Kass discusses the upcomming Berkshire Hathaway meeting in Omaha Nebraska. He speaks with David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

29 Huhti 201611min

Dobbs: Longer term trends link better with global economy

Dobbs: Longer term trends link better with global economy

McKinsey & Co's Richard Dobbs discusses why investors need to lower their expectations. He speaks with David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

29 Huhti 201620min

Baier: Politics are going overboard

Baier: Politics are going overboard

Fox News' Bret Baier talks about the current state of the elections. He speaks to Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

29 Huhti 201611min

Mortimer-Lee: Wages are not picking up that much

Mortimer-Lee: Wages are not picking up that much

BNP Paribas' Paul Mortimer-Lee says core numbers are important for the FED. He speaks with Michael McKee and David Gura on Bloomberg surveillance.See omnystudio.com/listener for privacy information.

29 Huhti 201622min

Schork: Exxon has downstream refining

Schork: Exxon has downstream refining

Schork Group President Stephen Schork says Exxon is doing well because they have their assets. He speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for pri...

29 Huhti 201620min

Daly: We were expecting more from the Bank of Japan

Daly: We were expecting more from the Bank of Japan

Standard Chartered Bank's Eimear Daly discussing the disappointing results of the Bank of Japan. She speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for ...

28 Huhti 201611min

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