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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Vail: BOJ likes to surprise the markets

Vail: BOJ likes to surprise the markets

Nikko Asset Management's John Vail says that the Bank of Japan isn't expected to act this week, but a move can't be ruled out. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnyst...

14 Maalis 20168min

Levitt: SEC should put investors first

Levitt: SEC should put investors first

Former SEC Chairman Arthur Levitt says investors' interests should be the top priority for anyone working at the SEC. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/...

14 Maalis 201612min

9am-10am ET: Levitt, Vail & Newman

9am-10am ET: Levitt, Vail & Newman

Former SEC Chairman Arthur Levitt discusses the Senate Banking Committee's nominations. Nikko Asset Management's John Vail explains why the Bank of Japan won't throw the kitchen sink at the economy. A...

14 Maalis 201642min

Masters: automatic enrollment crucial for retirement saving

Masters: automatic enrollment crucial for retirement saving

Bernstein's Seth Masters discusses strategies to avoid the looming pensions crisis. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

14 Maalis 20168min

Masters: not paid enough for risk

Masters: not paid enough for risk

Bernstein's Seth Masters explains why he's slightly underweight equities. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

14 Maalis 201612min

Zentner: no compelling reason for Fed to raise rates

Zentner: no compelling reason for Fed to raise rates

Morgan Stanley's Ellen Zentner says global headwinds and weak inflation mean the Fed doesn't need to tighten. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

14 Maalis 201611min

Zentner: Fed's outlook is too lofty

Zentner: Fed's outlook is too lofty

Morgan Stanley's Ellen Zentner defends her new Fed call. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

14 Maalis 201611min

8am-9am ET: Masters & Zentner

8am-9am ET: Masters & Zentner

Bernstein's Seth Masters says risk premiums are too low right now. Morgan Stanley's Ellen Zentner says the Fed's outlook is too lofty. They join Tom Keene and Michael McKee on Bloomberg Surveillance.S...

14 Maalis 201642min

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