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.

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Heymann: Tepid demand a challenge for industrials to grow sales

Heymann: Tepid demand a challenge for industrials to grow sales

William Blair's Nick Heymann discusses GE and Honeywell earnings on Bloomberg Surveillance with Michael McKee and Francine Lacqua.See omnystudio.com/listener for privacy information.

25 Huhti 201620min

Gutierrez: Very proud of Obama's visit to Cuba

Gutierrez: Very proud of Obama's visit to Cuba

Former Secretary of Commerce Carlos Gutierrez discusses future of GOP and his recent trip to Cuba & corporate responsibility. He speaks with Tom Keene and Scarlet Fu on Bloomberg Surveillance.See omny...

22 Huhti 201620min

Herrmann: Year 2016 is mirroring job patterns of 00' and 89

Herrmann: Year 2016 is mirroring job patterns of 00' and 89

Mitsubishi Rate Strategist John Herrmann discussing the labor markets and the patterns over the past few years. He speaks with Tom Keene and Scarlet Fu on Bloomberg Surveillance.See omnystudio.com/lis...

22 Huhti 201622min

James: People wondered if an IMF was even needed

James: People wondered if an IMF was even needed

Princeton Professor Harold James discussing his relationship with Lagarde and his new job being a historian for the International Monetary Fund. He speaks with Tom Keene and Michael McKee on Bloomberg...

22 Huhti 201615min

Mayo: Bank management teams need to be held more accountable

Mayo: Bank management teams need to be held more accountable

CLSA's Michael Mayo weighs in on bank management teams and shareholder meetings on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Huhti 201622min

Glassman: Some sectors of the economy haven't recovered

Glassman: Some sectors of the economy haven't recovered

JPMorgan's James Glassman sits down to discuss the quality of the job market on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Huhti 20168min

Moniz: Urgency to respond to global warming is quite great

Moniz: Urgency to respond to global warming is quite great

U.S. Department of Energy's Ernest Moniz discusses Earth Day and energy policy in the U.S. on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informatio...

22 Huhti 201612min

Dixon: Clear indications that the economy is slowing

Dixon: Clear indications that the economy is slowing

Commerzbank Economist Peter Dixon discusses Brexit and what that means for the United Kingdom. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for priv...

21 Huhti 201611min

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