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(4330)

Mowat: Not a lot of EM currency volatility to start the year

Mowat: Not a lot of EM currency volatility to start the year

JPMorgan's Adrian Mowat sits down to discuss emerging markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

25 Mai 201620min

Dequadros: Trade will be a modest drag on growth in Q2

Dequadros: Trade will be a modest drag on growth in Q2

RDQ Economics' Conrad Dequadros reacts to the economic data. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

25 Mai 201622min

Mayo: Wells Fargo is the bank to own long-term

Mayo: Wells Fargo is the bank to own long-term

CLSA's Mike Mayo discusses which bank stocks to own. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

25 Mai 20168min

Ross: Trump will win the election

Ross: Trump will win the election

Billionaire investor Wilbur Ross discusses distressed investing and politics. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

25 Mai 201612min

Ross: Trump will win the election

Ross: Trump will win the election

Billionaire investor Wilbur Ross discusses markets, distressed investing and politics. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy info...

25 Mai 201612min

Bloomberg BNA: A replacement for the ACA?

Bloomberg BNA: A replacement for the ACA?

Bloomberg BNA's Nathaniel Weixel discusses alternative bills to the Affordable Care Act. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy informat...

24 Mai 201612min

Special: Conductor Benjamin Zander on The Art of Possibility

Special: Conductor Benjamin Zander on The Art of Possibility

Boston Philharmonic Youth Orchestra's Benjamin Zander discusses leadership, creativity and what he calls the art of possibility. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omny...

24 Mai 201611min

Stockton: Tightening by the Fed is never a smooth process

Stockton: Tightening by the Fed is never a smooth process

Peterson Institute's David Stockton says the Fed wants to keep the option open of moving in July. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for p...

24 Mai 201619min

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