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(4331)

Rattner: We don't own bonds at these unprecedented rates

Rattner: We don't own bonds at these unprecedented rates

Willett Advisors' Steve Rattner sits down to discuss global bond yields on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Jun 201611min

Sankey: We don't see oil markets tightening at a rapid pace

Sankey: We don't see oil markets tightening at a rapid pace

Wolfe Research's Paul Sankey weighs in on oil prices on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Jun 201620min

Foley: We have residual concerns about low growth

Foley: We have residual concerns about low growth

Rabobank's Jane Foley discusses low growth and its impact on currencies on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Jun 201622min

Silvia: There are a lot of jobs with low wages and few benefits

Silvia: There are a lot of jobs with low wages and few benefits

Wells Fargo's John Silvia weighs in on unemployment and labor markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Jun 201620min

Kegan: Fail frequently, fail forward, fail fast

Kegan: Fail frequently, fail forward, fail fast

Haravard Bob Kegan, author of "An Everyone Culture", says that Bridgewater's culture of highlighting failures as well as successes is what has made it one of the most succesful hedge funds in the worl...

9 Jun 201611min

Hensarling: Dodd-Frank has failed

Hensarling: Dodd-Frank has failed

House Financial Services Committee Chairman Jeb Hensarling says that by nearly any measure, the Dodd-Frank Act has been a failure. He joins Tom Keene and Michael McKee on Bloomberg Surveillance to dis...

9 Jun 20168min

Barbour: Trump needs to stop stepping on the story

Barbour: Trump needs to stop stepping on the story

Former RNC Chairman and Former Mississippi Governor Haley Barbour says Donald Trump needs to focus more on policy if he wants to take the White House., He joins Tom Keene and Michael McKee on Bloomber...

9 Jun 201612min

Sen: Oil's new trading range is $45 to $55 a barrel

Sen: Oil's new trading range is $45 to $55 a barrel

Energy Aspects' Amrita Sen discusses oil prices slowly grinding higher on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

9 Jun 201612min

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