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(4313)

AI Jitters Return as Market Plunge Baffles Traders

AI Jitters Return as Market Plunge Baffles Traders

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousFriday, November 21th, 2025Featuring:1) Cameron Dawson, CIO at N...

21 Nov 202530min

Single Best Idea with Tom Keene: Jeffrey Cleveland & David Malpass

Single Best Idea with Tom Keene: Jeffrey Cleveland & David Malpass

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Payden & Rygel’s Jeffrey Cleveland & former Worl...

20 Nov 20253min

Bloomberg Surveillance TV: November 20th, 2025

Bloomberg Surveillance TV: November 20th, 2025

Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management Nela Richardson, Chief Economist at ADP Saira Malik, Chief Investment Officer at Nuveen Angelo Zino, Senior Equity Analyst ...

20 Nov 202529min

September US Payroll Gain Beats Most EstimatesSeptember US Payroll Gain Beats Most Estimates

September US Payroll Gain Beats Most EstimatesSeptember US Payroll Gain Beats Most Estimates

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, November 20th, 2025Featuring:1) Jeffrey Cleveland, Director and C...

20 Nov 202527min

Single Best Idea with Tom Keene: Win Thin & Mandeep Singh

Single Best Idea with Tom Keene: Win Thin & Mandeep Singh

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Bank of Nassau’s Win Thin & Mandeep Singh of Blo...

19 Nov 20253min

Bloomberg Surveillance TV: November 19th, 2025

Bloomberg Surveillance TV: November 19th, 2025

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth Frances Donald, Chief Economist at RBC Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI Libby Cantrill, M...

19 Nov 202531min

Tech Spending in Focus as Nvidia Report Looms

Tech Spending in Focus as Nvidia Report Looms

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, November 19th, 2025Featuring:1) Carol Schleif, Chief Market Stra...

19 Nov 202535min

Single Best Idea with Tom Keene: Stuart Kaiser & Tony Crescenzi

Single Best Idea with Tom Keene: Stuart Kaiser & Tony Crescenzi

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Stuart Kaiser of Citi & PIMCO’s Tony Crescenzi. ...

18 Nov 20253min

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