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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Gartman: difficult to get WTI Crude above $40

Gartman: difficult to get WTI Crude above $40

Gartman Letter Editor Dennis Gartman gives his outlook for oil prices, with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

10 Maalis 20168min

Gartman: if central banks have your back, be bullish

Gartman: if central banks have your back, be bullish

Gartman Letter Editor Dennis Gartman says that investors should be bullish whilst central banks are committed to loose policy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnyst...

10 Maalis 201612min

9am-10am ET: Levitt, Emons & Schork

9am-10am ET: Levitt, Emons & Schork

Former SEC Chairman Arthur Levitt says that Donald Trump and Bernie Sanders are political parallels. Leader Capital's Ben Emons discusses why Europe is heading deeper into negative rate territory. And...

9 Maalis 201642min

Ryding: U.S. productivity is not acceptable

Ryding: U.S. productivity is not acceptable

RDQ's John Ryding says that America has a problem with productivity. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

9 Maalis 20168min

8am-9am ET: Ross, Ryding, Murphy & Komileva

8am-9am ET: Ross, Ryding, Murphy & Komileva

WL Ross Chairman Wilbur Ross speaks about the rise of political extremism in the West. RDQ's John Ryding ponders America's productivity problem. Bloomberg's Megan Murphy analyzes the results of the la...

9 Maalis 201642min

Schork: the rise in oil prices is a massive short-covering

Schork: the rise in oil prices is a massive short-covering

Schork Report's Stephen Schork gives his outlook for the oil market. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

9 Maalis 201611min

Schork: natural gas is the ultimate contrarian play

Schork: natural gas is the ultimate contrarian play

Schork Report's Stephen Schork discusses the market imbalances in natural gas. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

9 Maalis 201611min

Emons: German negative yield will head lower

Emons: German negative yield will head lower

Leader Capital's Ben Emons says that negative yields in Germany could get more extreme. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy informati...

9 Maalis 20168min

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