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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Ruskin: what Fed says about spare capacity is crucial

Ruskin: what Fed says about spare capacity is crucial

Deutsche Bank's Alan Ruskin counts down to the Fed's decision. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

15 Maalis 201612min

8am-9am ET: Ruskin & Tannenbaum

8am-9am ET: Ruskin & Tannenbaum

Deutsche Bank's Alan Ruskin focuses on the Fed and FX. Northern Trust's Carl Tannenbaum takes the pulse of the U.S. economy. They join Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystu...

15 Maalis 201642min

Todd: American voters want an efficient manager

Todd: American voters want an efficient manager

NBC's Chuck Todd says that American voters are frustrated that politicians aren't getting things done. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for pr...

15 Maalis 201611min

Dionne: politics is full of false choices

Dionne: politics is full of false choices

"Why The Right Went Wrong" author EJ Dionne discusses the disappointing state of American politics. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for priva...

15 Maalis 201611min

Dionne: GOP must reform

Dionne: GOP must reform

"Why The Right Went Wrong" author EJ Dionne says the Republican party must change or it will be in real trouble. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/liste...

15 Maalis 20168min

Feroli: the Fed has become better at communicating

Feroli: the Fed has become better at communicating

JPMorgan Securities' Michael Feroli discusses how the Fed should be communicating with the markets. He joins Tom Keene and Michael McKee on Bloomberg Surveillance on February 29th.See omnystudio.com/l...

15 Maalis 201612min

Chandler: market pays attention to the dot plot

Chandler: market pays attention to the dot plot

Brown Brothers Harriman's Marc Chandler focuses on the Fed and FX with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

15 Maalis 201612min

7am-8am ET: Chandler, Dionne & Todd

7am-8am ET: Chandler, Dionne & Todd

Author EJ Dionne and NBC's Chuck Todd provide perspective on the Florida and Ohio primaries. Brown Brothers Harriman's Marc Chandler focuses on FX. All this and more on Bloomberg Surveillance with Tom...

15 Maalis 201642min

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