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)

Herro: Glencore worth substantially more than current value

Herro: Glencore worth substantially more than current value

Harris Associates' David Herro discusses investments in Glencore and Credit Suisse. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

23 Mai 201620min

Stretch: Still a few weeks away from market pricing in Fed move

Stretch: Still a few weeks away from market pricing in Fed move

Canadian Imperial Bank's Jeremy Stretch weighs in on dollar strength and a potential Fed rate increase on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privac...

23 Mai 201622min

Sri-Kumar: Real growth cannot come from monetary policy alone

Sri-Kumar: Real growth cannot come from monetary policy alone

Sri-Kumar Global Strategies' Komal Sri-Kumar sits down to discuss global growth on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Mai 201620min

Blinder: Markets have June hike priced about right

Blinder: Markets have June hike priced about right

Former Fed Vice Chairman Alan Blinder says the Fed has long considered June a rate-move option. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy i...

20 Mai 201622min

Glickman: Normal has been redefined for oil

Glickman: Normal has been redefined for oil

S&P's Stewart Glickman shares his oil outlook with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

20 Mai 201620min

Reinhart: Fed has a communication problem with the markets

Reinhart: Fed has a communication problem with the markets

Standish Mellon's Vincent Reinhart focuses on the Fed with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

20 Mai 201611min

Rochester: Market is having to price in Brexit risk

Rochester: Market is having to price in Brexit risk

Nomura Currency Strategist Jordan Rochester discusses Brexit with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

20 Mai 201620min

Maki: Fed suddenly objected to market pricing

Maki: Fed suddenly objected to market pricing

Point72 Asset Management's Dean Maki weighs in on the Fed and the next rate hike on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

20 Mai 201622min

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