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(4312)

Emons: markets disagree with fundamentals (Correct)

Emons: markets disagree with fundamentals (Correct)

Corrects the spelling of Emons in the first paragraph. Leader Capital's Ben Emons says the markets don't agree with the G-20 statement that fundamentals are improving on Bloomberg Surveillance with To...

1 Maalis 201612min

7am-8am ET: Emons & Swagel (Correct)

7am-8am ET: Emons & Swagel (Correct)

Corrects the spelling of Emons in the first paragraph. Leader Capital's Ben Emons discusses the G-20 statement and if fundamentals are better than what the markets think. Milken Institute's Phillip Sw...

1 Maalis 201642min

Parra: Bush withdrawal sign of GOP implosion

Parra: Bush withdrawal sign of GOP implosion

Prospero Latino's Jose Danta Parra says that years from now, if historians were looking to put a date on when the Republican party imploded, it would be the day that Jeb Bush withdrew. He joins Tom Ke...

1 Maalis 201611min

Dhawan: strong vehicle sales fueling U.S. growth

Dhawan: strong vehicle sales fueling U.S. growth

Georgia State University's Rajeev Dhawan says the car sector is one of the biggest drivers of U.S. economic growth right now. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystu...

1 Maalis 201611min

Bonier: people who vote in primaries tend to be older

Bonier: people who vote in primaries tend to be older

Clarity Campaign Lab Founder Tom Bonier says the results of primaries are being skewed by lower turnout of young voters. He joins Tom Keene and Michael McKee on a special 'Super Tuesday' edition of Bl...

1 Maalis 20168min

Stockton: Fed struggling with tension between market & economy

Stockton: Fed struggling with tension between market & economy

Peterson Institute's David Stockton says the disconnect between strong economic data and jittery markets is complicating the Fed's policymaking. He joins Tom Keene and Michael McKee on Bloomberg Surve...

1 Maalis 201612min

9am-10am ET: Stockton, Bonier, Dhawan & Parra

9am-10am ET: Stockton, Bonier, Dhawan & Parra

It's a special 'Super Tuesday' edition of Bloomberg Surveillance. Tom Keene and Michael McKee head to DC for perspective on the presidential primaries with Clarity Campaign Lab Founder Tom Bonier and ...

1 Maalis 201642min

Cohen: rhetoric during primaries is embarrassing

Cohen: rhetoric during primaries is embarrassing

Cohen Group's William Cohen says the level of rhetoric taking place during the primaries is embarrassing on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for priv...

1 Maalis 201611min

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