Bloomberg Surveillance25 Elo 2025

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.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(4504)

7am-8am ET: Curnutt, Nocera, Strauss & Sorrell

Macro Risk Advisors' Dean Curnutt speaks about how central banks are causing volatility. "Indentured" authors Joe Nocera and Ben Strauss sit down to discuss the rebellion against the NCAA. WPP's Marti...

17 Helmi 201642min

Bloomberg Surveillance: Cohen & Dequadros

Barclays' Michael Cohen discusses OPEC's new attempt to tackle the oil glut. RDQ Economics' Conrad Dequadros reacts to the latest American manufacturing numbers. All this and more on Bloomberg Surveil...

16 Helmi 201642min

Bloomberg Surveillance: Weinberg, Rose, Stockton & Todd

High Frequency Economics' Carl Weinberg says Abenomics isn't working while Foreign Affairs Magazine's editor Gideon Rose weighs in on global stagnation. BTIG's Katie Stockton discusses market technica...

16 Helmi 201642min

Bloomberg Surveillance: Roschelle & Kasman

PWC's Mitch Roschelle speaks about the health of the housing market, while JPMorgan's Bruce Kasman debates the effectiveness of negative rates. All that and more with Tom Keene and Michael McKee on Bl...

12 Helmi 201642min

Bloomberg Surveillance: Emons, Wheeler & Paulsen

Leader Capital's Ben Emons debates the negative effects of negative rates. Atlantic Equities' Christopher Wheeler discusses Deutsche Bank's debt problem. And Wells Capital's Jim Paulsen lays out the 3...

12 Helmi 201642min

Bloomberg Surveillance: Foley, Major & Levy

Rabobank's Jane Foley speaks about perils of the strong dollar on other currencies. HSBC's Steve Major discusses Japan's debt dilemma. Berenberg's Mickey Levy weighs in on the unintended consequences ...

12 Helmi 201642min

Bloomberg Surveillance: Cantrill, Levitt, Steel & Elliot

PIMCO's Libby Cantrill provides perspective on the race to the White House. Former SEC Chairman Arthur Levitt discusses the growing gulf between Wall Street and Main Street. HSBC's James Steel makes t...

11 Helmi 201642min

Bloomberg Surveillance: Stovall, Piegza & Wheeler

S&P's Sam Stovall speaks about the unloved equity markets. Stifel's Lindsey Piegza focuses on the Fed. And Atlantic Equities' Christopher Wheeler explains why banks are taking a beating. All that and ...

11 Helmi 201642min