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)

Varoufakis: Europe developed a rate currency that was unfit

Varoufakis: Europe developed a rate currency that was unfit

Greek Finance Minister Yanis Varoufakis discusses his book "And the Weak Suffer What They Must" about the European union and it's relationship to Greece. He speaks with Michael McKee and Francine Lacq...

26 Huhti 201622min

Michaeli: GM is in a better place than Ford regarding profits

Michaeli: GM is in a better place than Ford regarding profits

Citi Global Market Analyst Itay Michaeli discusses GM and the auto sector update, saying that the pickup truck segment is where the core profit center is and not a ton of competition. He speaks with M...

26 Huhti 201620min

Todd: Bernie Sanders' run probably ended last week

Todd: Bernie Sanders' run probably ended last week

NBC's Chuck Todd discusses the "acela primaries" on Bloomberg Surveillance with Michael McKee and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

26 Huhti 201611min

Pond: Correlation between oil and headline inflation

Pond: Correlation between oil and headline inflation

Barclays' Michael Pond discusses the correlation between oil prices and headline inflation ahead of the FOMC meeting on Bloomberg Surveillance with Michael McKee and Lisa Abramowicz.See omnystudio.com...

26 Huhti 201611min

Stiglitz: We have tax system that perpetuates inequality

Stiglitz: We have tax system that perpetuates inequality

Columbia University's Joseph Stiglitz weighs in on our education and tax system that is perpetuating inequality on Bloomberg Surveillance with Michael McKee and Lisa Abramowicz.See omnystudio.com/list...

26 Huhti 201620min

Hogan: We may start seeing an earnings growth this year

Hogan: We may start seeing an earnings growth this year

Wunderlich Securities Arthur Hogan discusses the markets having had a significant move off the bottom. He speaks with Michael McKee and Francine Lacqua on Bloomberg Surveillance.See omnystudio.com/lis...

25 Huhti 201611min

Patel: The long term trend of the Dollar is still to be higher

Patel: The long term trend of the Dollar is still to be higher

Wells Capital Management Margaret Patel discusses rates and how emerging markets could be the accident, as well as the energy market to cause stocks to go lower. She speaks with Michael McKee and Fran...

25 Huhti 201619min

Herro: The consumer is still very strong

Herro: The consumer is still very strong

Harris Associates' David Herro discusses markets and how things are getting a little better. He speaks with Michael McKee and Francine Lacqua on Bloomberg SurveillanceSee omnystudio.com/listener for p...

25 Huhti 201620min

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