Fed Easing and Tariffs

Fed Easing and Tariffs

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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(4312)

Dalio: Fed's next 'big' move will be easing

Dalio: Fed's next 'big' move will be easing

Bridgewater Associates' Ray Dalio tells Bloomberg's Erik Schatzker that a Fed rate increase would be a serious mistake. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See...

3 Maalis 20168min

Dalio: monetary policy in Europe & Japan is pushing on a string

Dalio: monetary policy in Europe & Japan is pushing on a string

Bridgewater Associates' Ray Dalio tells Bloomberg's Erik Schatzker that monetary policy must prioritize putting cash in the hands of spenders. All this and more on Bloomberg Surveillance with Tom Keen...

3 Maalis 201612min

Stanley: Fed starting to focus on alternative inflation measure

Stanley: Fed starting to focus on alternative inflation measure

Amherst Pierpont's Stephen Stanley says that inflation expectations are very important for inflation outcomes. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

3 Maalis 201611min

Rattner: Trump has deep psychological problems

Rattner: Trump has deep psychological problems

Willett Advisors Chairman Steve Rattner says that Donald Trump is unfit to run for president. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

3 Maalis 201611min

Hoffman: energy sector skewing jobs numbers

Hoffman: energy sector skewing jobs numbers

PNC Financial Services' Stuart Hoffman says that the collapse of American energy producers is complicating attempts to gauge the health of the jobs market. He joins Tom Keene and Michael McKee on Bloo...

3 Maalis 20168min

Hoffman: Fed is stalling

Hoffman: Fed is stalling

PNC Financial Services' Stuart Hoffman says that the Fed is trying to buy time, to figure out the implications of international events. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.S...

3 Maalis 201612min

8am-9am ET: Hoffman, Rattner & Stanley

8am-9am ET: Hoffman, Rattner & Stanley

PNC Financial Services Chief Economist Stuart Hoffman counts down to Friday's jobs report. Willett Advisors Chairman Steve Rattner takes the pulse of the U.S. economy. And Amherst Pierpont's Stephen S...

3 Maalis 201642min

Cantrill: Trump not good for markets

Cantrill: Trump not good for markets

Pimco's Libby Cantrill weighs in on the presidential elections and how that affects markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informati...

2 Maalis 201611min

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