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(4327)

Sowerby: Disappointing earnings news has improved

Sowerby: Disappointing earnings news has improved

Loomis Sayles & Company's David Sowerby weighs in on disappointing earnings and a possible inflection point in the current quarter on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnyst...

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Surveillance Special: Moffett & Nathanson on Future of Media

Surveillance Special: Moffett & Nathanson on Future of Media

Moffettnathanson’s Craig Moffett and Michael Nathanson discuss the future of TV, advertisers, live sports and the telecommunications business. They spoke with Tom Keene and Michael McKee on Bloomberg ...

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Davidowitz: All U.S. department stores are bad

Davidowitz: All U.S. department stores are bad

Davidowitz and Associates' Howard Davidowitz discusses retail sales and the state of many companies that aren't in good standings. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance....

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Santos: Fixed income in Brazil is about expectations

Santos: Fixed income in Brazil is about expectations

JP Morgan's Gabriela Santos discusses Brazil and how it will affect the rest of South America. She speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for pri...

13 Mai 201611min

Stevens: You can't deny data

Stevens: You can't deny data

Mortgage Bankers' David Stevens discusses the new builder application survey. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

13 Mai 201611min

Syth: More choices for consumers regarding fares and airline

Syth: More choices for consumers regarding fares and airline

Raymond James' Savi Syth discusses airline baggage, walk up fares and Delta. She speaks with Tom Keene and Michael McKee on Bloomberg Radio.See omnystudio.com/listener for privacy information.

13 Mai 201620min

Boersma: Recent run has been long in valuing performance

Boersma: Recent run has been long in valuing performance

Templeton Global Equity Group's Norm Boersma weighs in on the banking sector and cheap valuations for European banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/liste...

12 Mai 201622min

Emons: Brexit debate is starting to heat up

Emons: Brexit debate is starting to heat up

Leader Capital's Ben Emons discusses Brexit, the situation in Brazil, the Chinese Yuan and how it can affect the markets. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnys...

12 Mai 20168min

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