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(4321)

French: what BOE says is moving into political sphere

French: what BOE says is moving into political sphere

Panmure Gordon's Simon French weighs in on the BOE decision and the impact Brexit may have on monetary policy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for...

14 Huhti 201622min

Russo: Cost that make products are lower than a few years ago

Russo: Cost that make products are lower than a few years ago

Edward Jones Analyst Jack Russo says investors want to own consumer staples so bad they don't even care about growing sales as long as they are growing earnings. He speaks with Tom Keene and Michael M...

14 Huhti 201620min

Oja: Wells Fargo had traditional strong long growth

Oja: Wells Fargo had traditional strong long growth

S&P Bank Analyst Erik Oja discusses banks and how traditional banking is doing fine for these companies. He discusses the different banks with Tom Keene and Michael McKee on Bloomberg Surveillance.See...

14 Huhti 201620min

Derman: Stocks aren't going to behave the way they should

Derman: Stocks aren't going to behave the way they should

Columbia University's Emanuel Derman weighs in on markets not behaving the way they should and being controlled by the central banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omny...

14 Huhti 201612min

Kelly: Pricing of central banks are completely out of whack

Kelly: Pricing of central banks are completely out of whack

JP Morgan's David Kelly says global nominal GDP is pretty slow, there is low inflation and there is no strong growth. However, the global economy is still moving forward. He speaks with Tom Keene and ...

13 Huhti 201622min

Hintz: Headwind is on the energy side

Hintz: Headwind is on the energy side

Stern School of Business Professor Brad Hintz says ROE's are low because if you're not taking any risk you're not taking any losses. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillanc...

13 Huhti 201620min

Zandi: We'll get another good year in overall consumer spending

Zandi: We'll get another good year in overall consumer spending

Moody's Analytics' Mark Zandi speaking on the American consumer and spending growth where retail is just half of it and spending on services is quite strong. He speaks with Tom Keene and Michael McKee...

13 Huhti 201622min

York: Lower for longer range trading in 40's and 50's

York: Lower for longer range trading in 40's and 50's

WoodMac Oil analyst Skip York says we have been in a fifty dollar range approaching fifteen months and that means it's two years where oil prices are half of where they were before they are corrected ...

13 Huhti 201620min

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