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(4322)

Verleger: Oil prices aren't going to fall very much

Verleger: Oil prices aren't going to fall very much

PK Verleger's Philip Verleger weighs in on oil prices and production on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Huhti 201622min

Haass: Brazil's state-sector dominance has gone too far

Haass: Brazil's state-sector dominance has gone too far

Council on Foreign Relations' Richard Haass weighs in on Brazil and what's next for President Dilma Rousseff on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for ...

18 Huhti 201620min

Collier: Bottom billion is no threat to the top billion

Collier: Bottom billion is no threat to the top billion

University of Oxford's Paul Collier weighs in on his book "Bottom Billion" on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

15 Huhti 201620min

Bolton: Europe still one of the safest regions on terrorism

Bolton: Europe still one of the safest regions on terrorism

Aon Risk Solutions' Scott Bolton discusses the likelihood of a terrorist attack on the U.S. on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informati...

15 Huhti 201611min

Dequadros: Manufacturing starting to show evidence of rebound

Dequadros: Manufacturing starting to show evidence of rebound

RDQ Economics' Conrad Dequadros weighs in on the manufacturing sector being the weakest area of the economy. It's now starting to show evidence of a rebound on Bloomberg Surveillance with Tom Keene an...

15 Huhti 201611min

Weinberg: We are bearish on the global economy

Weinberg: We are bearish on the global economy

High Frequency Economics' Carl Weinberg weighs in on the IMF spring meeting and how HFE is bearish on the global economy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/l...

15 Huhti 201620min

Lele: Global growth and liquidity positions are improving

Lele: Global growth and liquidity positions are improving

Deltec Bank's Atul Lele says global growth and liquidity positions are improving and supportive of higher markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener...

15 Huhti 201622min

Dumas: Chinese GDP is strong with fiscal stimulus

Dumas: Chinese GDP is strong with fiscal stimulus

Lombard Street Research's Charles Dumas weighs in on China GDP on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

15 Huhti 201620min

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