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)

Leone: Consolidation remains a key theme across healthcare

Leone: Consolidation remains a key theme across healthcare

BTIG's Dane Leone discusses healthcare and consolidation between companies. He speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

28 Huhti 201611min

Vail: We have more easing ahead just not the right time now

Vail: We have more easing ahead just not the right time now

Nikko Asset Management's John Vail discusses the Bank of Japan and the decisions recently made. He speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for pr...

28 Huhti 201623min

Behravesh: The consumer is spending and makes 70% of economy

Behravesh: The consumer is spending and makes 70% of economy

IHS' Chief Ecnonomist Nairman Behravesh discusses the spending of consumers in the U.S. economy and that we are still on solid grounds. He speaks with Michael McKee and David Gura on Bloomberg Surveil...

28 Huhti 201611min

Barofsky: The U.S. stands alone in regulating its banks

Barofsky: The U.S. stands alone in regulating its banks

Jenner and Block Partner Neil Barofsky discusses the aftermath of the Panama Papers and the regulations of banks.See omnystudio.com/listener for privacy information.

28 Huhti 20168min

Foley: The Yen is weakening significally but undervalued

Foley: The Yen is weakening significally but undervalued

Rabobank's Jane Foley discusses Bank of Japan's non-movement on the interest rate. She speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy inform...

28 Huhti 201612min

Merk: Central banks have been trying to move markets with words

Merk: Central banks have been trying to move markets with words

Merk Investment's Axel Merk sits down to discuss the BOJ and central banks trying to move markets with forward guidance on Bloomberg Surveillance with Michael McKee and David Gura.See omnystudio.com/l...

28 Huhti 201611min

Emanuel: We are positive on healthcare

Emanuel: We are positive on healthcare

UBS's Julian Emanuel weighs in on the healthcare sector after Abbott Laboratories announced plans to buy St. Jude Medical for about $25 billion on Bloomberg Surveillance with Michael McKee and David G...

28 Huhti 201620min

Miller: The spillover effect seems to be moderate

Miller: The spillover effect seems to be moderate

Nuveen Investments' John Miller discusses Puerto Rican bonds and how it is likely that most of the payments will be missed on May 1st. He speaks with Michael McKee and Francine Lacqua on Bloomberg Sur...

27 Huhti 201611min

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