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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Sweig: tourists will find Cuba is underdeveloped country

Sweig: tourists will find Cuba is underdeveloped country

The University of Texas at Austin's Julia Sweig weighs in on normalizing relations with Cuba on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informat...

12 Huhti 201611min

Nelson: Rates for big corporations are at historical lows

Nelson: Rates for big corporations are at historical lows

Harris Williams' Ryan Nelson discusses the middle market and how rates are at a low but rising and pulling cash off the balance sheet there are little incremental cost. He speaks with Tom Keene and Mi...

11 Huhti 201611min

Gray: Markets are insanely competitive

Gray: Markets are insanely competitive

Alpha Architect Founder Wesley Gray discusses markets and says its really important to understand the details of what you are really doing when it comes to back testing. He speaks with Tom Keene and M...

11 Huhti 20168min

Feroli: Hopeful that the Q2 will improve

Feroli: Hopeful that the Q2 will improve

JPMorgan's Mike Feroli discusses GDP Growth and productivity. He says in March half the committee saw inflation towards the down side and we should focus on the labor market data. He speaks with Tom K...

11 Huhti 201622min

Peck: Marissa Mayer invovled with Yahoo transaction discussion

Peck: Marissa Mayer invovled with Yahoo transaction discussion

Suntrust Internet Reseach analyst Robert Peck discusses Yahoo and how Marissa Mayer still is apart of the process as well as thinking the core part of the company is worth 6 billion dollars. He speaks...

11 Huhti 201620min

Stovall: consumer discretionary to lead earnings season

Stovall: consumer discretionary to lead earnings season

S&P's Sam Stovall discusses earnings season on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

11 Huhti 201622min

Faber: there are short-term opportunities in the Yen

Faber: there are short-term opportunities in the Yen

Cambria Investment Management's Meb Faber weighs in on the Yen and Japanese equities on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

11 Huhti 201620min

Squali: Marissa Mayer is a potential bidder for Yahoo

Squali: Marissa Mayer is a potential bidder for Yahoo

Cantor Fitzgerald's Youssef Squali discusses the negotiations that are going on with Yahoo and that Verizon might be the best choice. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillan...

8 Huhti 201611min

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