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(4309)

8am-9am ET: Wraith & Behravesh

8am-9am ET: Wraith & Behravesh

UBS Head of UK Rates Strategy John Wraith discusses how the pound is plagued by 'Brexit'. And IHS Chief Economist Nariman Behravesh looks at linkages between oil prices and consumer spending. All this...

25 Helmi 201642min

Corr: oil producing countries in market share battle

Corr: oil producing countries in market share battle

Corr Analytics' Anders Corr says oil producing countries are in a market share battle. He also discusses how the U.S. presidential election is affecting overseas markets. He speaks on Bloomberg Survei...

24 Helmi 201611min

Hardman: pound volatility will increase

Hardman: pound volatility will increase

Bank of Tokyo-Mitsubishi UFJ's Lee Hardman says that there will be even bigger swings in sterling, as we count down to the 'Brexit' vote. He joins Tom Keene and Michael McKee on Bloomberg Surveillance...

24 Helmi 201611min

Weidmann: central bank measures must not be counterproductive

Weidmann: central bank measures must not be counterproductive

Germany's central bank chief Jens Weidmann says that some instruments in the toolbox are more problematic than others. He speaks to Hans Nichols, on Bloomberg Surveillance with Tom Keene and Michael M...

24 Helmi 201611min

Slok: this is not a credit crunch

Slok: this is not a credit crunch

Deutsche Bank's Torsten Slok says that most sources of credit continue to flow, even though one source is in trouble. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/...

24 Helmi 20168min

8am-9am ET: Rattner, Slok, Weidmann & Hardman

8am-9am ET: Rattner, Slok, Weidmann & Hardman

Willett Advisors Chairman Steve Rattner says there's a lot of fear in the investment community. Deutsche Bank's Torsten Slok asks: where is the credit crunch? Germany's central bank chief Jens Weidman...

24 Helmi 201642min

Swonk: U.S. consumer getting stronger

Swonk: U.S. consumer getting stronger

DS Economics Founder Diane Swonk says the American consumer is healthier than earlier in the cycle, thanks to solid employment gains and accelerating wages.See omnystudio.com/listener for privacy info...

24 Helmi 201611min

Feldstein: market downturn not precusor of economic decline

Feldstein: market downturn not precusor of economic decline

Harvard's Martin Feldstein says that recent market turmoil will not be followed by an economic slowdown. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for ...

24 Helmi 20168min

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