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.

Episoder(4332)

Bremmer: We are seeing reaction to refugee crisis in Italy

Bremmer: We are seeing reaction to refugee crisis in Italy

Eurasia Group's Ian Bremmer weighs in on Italy's election and the refugee crisis on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

20 Jun 201622min

French: Momentum has shifted back to the "remain" camp

French: Momentum has shifted back to the "remain" camp

Panmure Gordon's Simon French sits down to discuss the odds of a "Brexit" vote on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

20 Jun 201620min

Dumas: One has to be cold-blooded on Brexit

Dumas: One has to be cold-blooded on Brexit

Lombard Street Chief Economist Charles Dumas says that the last ten years have been a disaster in Europe and that the UK has been a part of it. He joins Tom Keene and Michael McKee on Bloomberg Survei...

17 Jun 20168min

Herrmann: The Fed needs to wake up

Herrmann: The Fed needs to wake up

Mitsubishi UFJ Securities Rates Strategist John Herrmann says that slow growth and economic dysfunction are here to stay. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio....

17 Jun 201622min

Bloomberg BNA: Republicans want to defund the SEC

Bloomberg BNA: Republicans want to defund the SEC

House Republicans have proposed a $50 million cut to the Securities and Exchange Commission budget. Democrats say the agency is already spread too thin. Robert Tricchinelli of Bloomberg BNA wades in t...

17 Jun 20164min

Shing: European stock market fear gauge has been on a tear

Shing: European stock market fear gauge has been on a tear

BNP Paribas' Edmund Shing discusses equity markets and the spread on volatility measures on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

17 Jun 201620min

Roberts: Let people make Brexit decision with their hearts

Roberts: Let people make Brexit decision with their hearts

Saatchi & Saatchi's Kevin Roberts weighs in on his new book "64 Shots: Leadership in a Crazy World" on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy i...

17 Jun 201622min

Roach: The Fed is more reactive and not proactive

Roach: The Fed is more reactive and not proactive

Yale University's Stephen Roach sits down to discuss his economic outlook on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

17 Jun 201620min

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