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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Sweeney: improvement in growth expectations and risk appetite

Sweeney: improvement in growth expectations and risk appetite

Credit Suisse's James Sweeney discusses the improvement in growth expectations and risk appetite on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy info...

18 Maalis 201612min

George Friedman: Putin's popularity may suffer from cheap crude

George Friedman: Putin's popularity may suffer from cheap crude

Geopolitical Futures' George Friedman discusses Putin's problems. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

18 Maalis 201611min

George Friedman: China's unemployment is concerning

George Friedman: China's unemployment is concerning

Geopolitical Futures' George Friedman speaks to Tom Keene and Michael McKee about China's challenges on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

17 Maalis 201611min

Elliot: Tom Colicchio is a seminal chef

Elliot: Tom Colicchio is a seminal chef

Bloomberg's Peter Elliot discusses the latest food trends, and why American celebrity chef Tom Colicchio is as relevant as ever. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omny...

17 Maalis 201611min

Trudeau: oil regions in Canada face difficulty

Trudeau: oil regions in Canada face difficulty

Canadian Prime Minister Justin Trudeau speaks with Bloomberg's John Micklethwait about Canada's big challenges. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystu...

17 Maalis 201620min

Rupkey: U.S. wages will pick up

Rupkey: U.S. wages will pick up

Bank of Tokyo-Mitsubishi UFJ's Chris Rupkey says that average Americans will see their pay pick up, but not enough to make them satisfied. He joins Tom Keene and Michael McKee on Bloomberg Surveillanc...

17 Maalis 201611min

Rupkey: Yellen's tone is irritating

Rupkey: Yellen's tone is irritating

Bank of Tokyo-Mitsubishi UFJ's Chris Rupkey says that Janet Yellen overemphasized global turmoil in her latest news conference. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnys...

17 Maalis 201611min

Rattner: journalism is in a golden age

Rattner: journalism is in a golden age

Willett Advisors' Chairman Steve Rattner says that news organizations have a huge reach now thanks to the internet. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/li...

17 Maalis 20168min

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