Fed Easing and Tariffs
Bloomberg Surveillance25 Aug 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.

Episoder(4312)

Bloomberg Surveillance TV: December 5th, 2025

Bloomberg Surveillance TV: December 5th, 2025

Featuring: Doug Burgam, US Secretary of the Interior Kate Moore, Chief Investment Officer, Citi Wealth Constance Hunter, Chief Economist, Economist Intelligence See omnystudio.com/listener for priva...

5 Des 202523min

Netflix to Buy Warner Bros. Discovery

Netflix to Buy Warner Bros. Discovery

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, December 5th, 2025Featuring:1) Geetha Ranganathan, US Media Analys...

5 Des 202534min

Single Best Idea with Tom Keene: Lisa Shalett & Erin McLaughlin

Single Best Idea with Tom Keene: Lisa Shalett & Erin McLaughlin

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with Morgan Stanley's Lisa Shalett & Erin McLaughlin of...

4 Des 20253min

US Jobless Claims Fall to Three-Year Low

US Jobless Claims Fall to Three-Year Low

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, December 4th, 2025Featuring:1) Mona Mahajan, Head of Investment ...

4 Des 202525min

Bloomberg Surveillance TV: December 4th, 2025

Bloomberg Surveillance TV: December 4th, 2025

Featuring: Binky Chadha, Chief Global Strategist, Deutsche Bank Sonal Desai, Fixed Income CIO, Franklin Templeton Angelo Zino, Head:Technology, CFRA See omnystudio.com/listener for privacy informati...

4 Des 202521min

Single Best Idea with Tom Keene: Nancy Lazar & Michael Green

Single Best Idea with Tom Keene: Nancy Lazar & Michael Green

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with Piper Sandler's Nancy Lazar & Michael Green of Sim...

3 Des 20254min

Bloomberg Surveillance TV: December 3rd, 2025

Bloomberg Surveillance TV: December 3rd, 2025

Featuring: Maya MacGuineas, Committee For A Responsible Federal Budget President Dana D'Auria, Envestnet Solutions Co-Chief Investment Officer Thomas Hoenig, Former Kansas City Fed President See om...

3 Des 202521min

S&P 500 Climbs as Earnings Kick Into High Gear

S&P 500 Climbs as Earnings Kick Into High Gear

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, December 3rd, 2025Featuring:1) Nancy Lazar, Chief Global Econom...

3 Des 202542min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengesnakk
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
morgenkaffen-med-finansavisen
rss-sunn-okonomi
lederpodden
okonomiamatorene
rss-markedspuls-2
stormkast-med-valebrokk-stordalen
rss-fa-makro
rss-andelige-tanker-med-camillo