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)

Jersey: Most immediate unknown is Brexit and contangion effect

Jersey: Most immediate unknown is Brexit and contangion effect

OppenheimerFunds' Ira Jersey sits down to discuss Brexit, the pound and dollar strength on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

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Sivaram: Green tech's death valley

Sivaram: Green tech's death valley

Varun Sivaram, a fellow at the Council on Foreign Relations, says that when it comes to clean energy, the physicists and engineers need to learn how to entice investors. He joins Tom Keene and Michael...

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Bloomberg Surveillance: Bloomberg BNA's Eleanor Tyler on pharma

Bloomberg Surveillance: Bloomberg BNA's Eleanor Tyler on pharma

Bloomberg BNA's Eleanor Tyler joins Tom Keene and Mike McKee to discuss pharmaceutical mergeres, tax inversions, drug pricing, and the renewed efforts by the Federal Trade Commission to regulate an in...

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Mody: Brexit Won’t Send Britain Back To The Dark Ages

Mody: Brexit Won’t Send Britain Back To The Dark Ages

Princeton Professor Ashoka Mody says that no one really knows what the impact of a Brexit would be and that one ought to be skeptical of the current forecasts. He joins Tom Keene and Mike McKee on Blo...

7 Jun 201611min

Tynan: A stress-test for automakers (correct)

Tynan: A stress-test for automakers (correct)

Bloomberg Intelligence's Kevin Tynan says that as consumers buy fewer vehicles, automakers must prove they can be profitable at lower volumes. He joins Tom Keene and Michael McKee on Bloomberg Surveil...

7 Jun 20168min

Mody: Brexit Won't Send Britain Back To The Dark Ages

Mody: Brexit Won't Send Britain Back To The Dark Ages

(Bloomberg) -- Princeton Professor Ashoka Mody says that no one really knows what the impact of a Brexit would be and that one ought to be skeptical of the current forecasts.See omnystudio.com/listene...

7 Jun 201611min

Piecyk & Greenfield: Big platforms only winners in mobile ads

Piecyk & Greenfield: Big platforms only winners in mobile ads

BTIG's Walter Piecyk and Richard Greenfield sit down for a special hour on tech, media and telecom on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy in...

7 Jun 201642min

Omero: More people say Democratic primary more hurtful in 2008

Omero: More people say Democratic primary more hurtful in 2008

Penn Schoen Berland's Margie Omero weighs in on the political primaries on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

7 Jun 201611min

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