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)

Gheit: Outlook for oil is much more constructive long term

Gheit: Outlook for oil is much more constructive long term

Oppenheimer & Co's Fadel Gheit discusses oil prices on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

14 Jun 201611min

Munster: Investors viewed LinkedIn as a troubled company

Munster: Investors viewed LinkedIn as a troubled company

Piper Jaffray's Gene Munster weighs in on Microsoft's purchase of LinkedIn on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

14 Jun 201620min

Matus: Manufacturing looks good relative to last month

Matus: Manufacturing looks good relative to last month

UBS Securities' Drew Matus weighs in on this week's U.S. eco data on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

13 Jun 201622min

McIntyre: There is some value in emerging sovereign  bonds

McIntyre: There is some value in emerging sovereign bonds

Brandywine Global's Jack McIntyre discusses global bond yields on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

13 Jun 20168min

Wheeler: Fear, drop in yields hurting European banks

Wheeler: Fear, drop in yields hurting European banks

Atlantic Equities' Chris Wheeler discusses how a drop in global yields is hurting European banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy info...

13 Jun 201612min

Sankaran: Our base case remains Britain will not leave EU

Sankaran: Our base case remains Britain will not leave EU

Eurasia Group's Karthhik Sankaran weighs in on Brexit on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

13 Jun 201622min

Pond:  Move over past few days has been about fear, Brexit

Pond: Move over past few days has been about fear, Brexit

Barclays Capital's Michael Pond sits down to discuss global rates and inflation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

13 Jun 201620min

Zelizer: The anti-hero president

Zelizer: The anti-hero president

Princeton University History Professor Julian Zelizer says our cycnical culture may lead us to elect a president that we don't actually like. He joins Tom Keene and Michael McKee on Bloomberg Surveill...

10 Jun 20168min

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