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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Stavridis: Iran and Saudi Arabia disagreement a big deal

Stavridis: Iran and Saudi Arabia disagreement a big deal

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Paulsen: Add more risk when investors feel uncomfortable

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Amoroso: Looking to ECB for info on corporate bond purchases

Amoroso: Looking to ECB for info on corporate bond purchases

JPMorgan's Anastasia Amoroso sits down to discuss the ECB and oil prices on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

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Angelos: Any form of entertainment has a demographic challenge

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Bogle: Not a good time to take risks on bond side of portfolio

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Hormats: Saudis are the marginal producer of oil

Hormats: Saudis are the marginal producer of oil

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Rupkey: Unemployment rate is best indicator of where we are

Rupkey: Unemployment rate is best indicator of where we are

Bank of Tokyo Misubishi's Chris Rupkey discusses consumer spending, how the FED reflects on recession and whether the business cycle helps in our understanding of where we are in the economy. He speak...

20 Huhti 201611min

Das: Most emerging markets will benefit from stimulus

Das: Most emerging markets will benefit from stimulus

Invesco's Arnab Das weighs in on emerging markets and how they will benefit from global monetary stimulus on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pri...

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