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.

Jaksot(4316)

Abramowicz: commodity bond trading resembling a casino

Abramowicz: commodity bond trading resembling a casino

Bloomberg Gadfly's Lisa Abramowicz says that investors are becoming queasy while tracking the ups and downs of commodity-related corporate bonds. She joins Tom Keene and Michael McKee on Bloomberg Sur...

7 Maalis 201611min

9am-10am ET: Levitt, Yawger, Abramowicz & Valliere

9am-10am ET: Levitt, Yawger, Abramowicz & Valliere

Former SEC Chairman Arthur Levitt focuses on regulators' efforts to reduce risks to the financial system. Mizuho Securities' Robert Yawger weighs in on whether commodities are making a comeback. Bloom...

7 Maalis 201642min

Shepherdson: many part-time workers want full-time jobs

Shepherdson: many part-time workers want full-time jobs

Pantheon Macroeconomics' Ian Shepherdson says that millions of Americans with part-time jobs want full-time jobs, but can't find the work. He joins Tom Keene and Michael McKee on Bloomberg Surveillanc...

7 Maalis 201611min

Shepherdson: U.S. jobless rate will fall

Shepherdson: U.S. jobless rate will fall

Pantheon Macroeconomics' Ian Shepherdson says that a further decline in the U.S. unemployment rate is more or less inevitable. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnyst...

7 Maalis 201611min

Garten: tech progress is becoming more incremental

Garten: tech progress is becoming more incremental

"From Silk to Silicon" author Jeffrey Garten says that the pace of technological advancements has slowed down. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

7 Maalis 20168min

Garten: transatlantic cable a bigger leap than the internet

Garten: transatlantic cable a bigger leap than the internet

"From Silk to Silicon" author Jeffrey Garten says that the development of the transatlantic cable was a bigger technological achievement than the invention of the internet. He joins Tom Keene and Mich...

7 Maalis 201612min

8am-9am ET: Garten & Shepherdson

8am-9am ET: Garten & Shepherdson

"From Silk to Silicon" author Jeffrey Garten shares the story of globalization through ten lives. Pantheon Macroeconomics' Ian Shepherdson takes the pulse of the U.S. economy. They join Tom Keene and ...

7 Maalis 201642min

Levy: Fed is struggling to boost aggregate demand

Levy: Fed is struggling to boost aggregate demand

Berenberg's Mickey Levy says that the Fed is finding it hard to translate policy into action. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

4 Maalis 20168min

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