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)

Rosenberg: Investors don't think Fed will move in June

Rosenberg: Investors don't think Fed will move in June

Gluskin Sheff and Associates' David Rosenberg focuses on the Fed. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

24 Mai 201622min

Kocherlakota: Focus on Fed timeline is an unhealthy obsession

Kocherlakota: Focus on Fed timeline is an unhealthy obsession

Former Minneapolis Fed President Narayana Kocherlakota weighs in on the negative rate debate. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

24 Mai 201620min

Todd: Trump tries to share his weakness with his opponent

Todd: Trump tries to share his weakness with his opponent

NBC's Chuck Todd weighs in on the presidential elections on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

24 Mai 201611min

Marinov: Dollar could appreciate more from here

Marinov: Dollar could appreciate more from here

Credit Agricole's Valentin Marinov weighs in on dollar strength on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

24 Mai 201611min

Haass: Nothing being done in campaign that promotes compromise

Haass: Nothing being done in campaign that promotes compromise

Council on Foreign Relations' Richard Haass sits down to discuss the presidential elections and the impact on the economy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/...

24 Mai 201620min

Bourke: Bayer being very aggressive with debt capacity

Bourke: Bayer being very aggressive with debt capacity

Bloomberg Intelligence's Richard Bourke weighs in on Bayer's $62 billion bid for Monsanto on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information...

23 Mai 201611min

Darda: Fed is on the wrong track

Darda: Fed is on the wrong track

MKM's Michael Darda says the Fed needs a more explicit target. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

23 Mai 201623min

Rattner: Equities are the place to be

Rattner: Equities are the place to be

Willett Advisors Chairman Steve Rattner explains why he's staying in the stock market. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy informatio...

23 Mai 201611min

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