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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Bloomberg Surveillance: Emons, Wheeler & Paulsen

Bloomberg Surveillance: Emons, Wheeler & Paulsen

Leader Capital's Ben Emons debates the negative effects of negative rates. Atlantic Equities' Christopher Wheeler discusses Deutsche Bank's debt problem. And Wells Capital's Jim Paulsen lays out the 3 major themes that are emerging in the stock markets. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

12 Helmi 201642min

Bloomberg Surveillance: Foley, Major & Levy

Bloomberg Surveillance: Foley, Major & Levy

Rabobank's Jane Foley speaks about perils of the strong dollar on other currencies. HSBC's Steve Major discusses Japan's debt dilemma. Berenberg's Mickey Levy weighs in on the unintended consequences of negative rates. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

12 Helmi 201642min

Bloomberg Surveillance: Cantrill, Levitt, Steel & Elliot

Bloomberg Surveillance: Cantrill, Levitt, Steel & Elliot

PIMCO's Libby Cantrill provides perspective on the race to the White House. Former SEC Chairman Arthur Levitt discusses the growing gulf between Wall Street and Main Street. HSBC's James Steel makes the bullish case for gold. And Bloomberg's Peter Elliot makes a startling prediction about the restaurant industry. They join Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

11 Helmi 201642min

Bloomberg Surveillance: Stovall, Piegza & Wheeler

Bloomberg Surveillance: Stovall, Piegza & Wheeler

S&P's Sam Stovall speaks about the unloved equity markets. Stifel's Lindsey Piegza focuses on the Fed. And Atlantic Equities' Christopher Wheeler explains why banks are taking a beating. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

11 Helmi 201642min

Bloomberg Surveillance: Lee on IMF reforms

Bloomberg Surveillance: Lee on IMF reforms

Citi's William Lee discusses what's next for the IMF's Christine Lagarde. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

11 Helmi 20168min

Bloomberg Surveillance: Lee & Hewitt

Bloomberg Surveillance: Lee & Hewitt

Citi's William Lee weighs in on a looming U.S. recession. Barclays' Daniel Hewitt discusses concerns about Russia's collapsing economy. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

11 Helmi 201642min

Bloomberg Surveillance: Ross, Abramowicz & White

Bloomberg Surveillance: Ross, Abramowicz & White

Author Alec Ross gives his forecasts for the big industries of the future. Bloomberg Gadfly's Lisa Abramowicz explains why bonds are so liquid they're drowing. And OECD's William White weighs in on the looming wave of economic defaults. That's all on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Helmi 201642min

Bloomberg Surveillance: Ricchiuto & Newport

Bloomberg Surveillance: Ricchiuto & Newport

Mizuho's Steve Ricchiuto focuses on the Fed, whilst Gallup's Frank Newport provides perspective on politics. That's all on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Helmi 201642min

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