Fed Easing and Tariffs

Fed Easing and Tariffs

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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.

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Episoder(4318)

Bloomberg Surveillance TV: August 11th, 2025

Bloomberg Surveillance TV: August 11th, 2025

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Equity Push Ahead of CPI

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Single Best Idea with Tom Keene: James Steel & Dan Tannebaum

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with James Steel & Dan Tannebaum. Watch Tom and Paul LIVE ...

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Bloomberg Surveillance TV: August 8th, 2025

Bloomberg Surveillance TV: August 8th, 2025

- Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America- Bruce Hirsh, former Chief International Trade Counsel at the US Senate Finance Committee- John Vinh, Equity Research A...

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 8th, 2025Featuring:1) Ian Lyngen, Head of US Rates at BMO Capital Ma...

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Single Best Idea with Tom Keene: Anna Wong & Kathy Bostjancic

Single Best Idea with Tom Keene: Anna Wong & Kathy Bostjancic

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Anna Wong & Kathy Bostjancic. Watch Tom and Paul LIVE...

7 Aug 20254min

Bloomberg Surveillance TV: August 7th, 2025

Bloomberg Surveillance TV: August 7th, 2025

- Kate Moore, CIO: Wealth at Citi Wealth- Everett Eissenstat, former Chief Trade Counsel at the Senate Financial Committee- Yelena Shulyatyeva, Senior US Economist at The Conference Board- Mark Hoplam...

7 Aug 202525min

Markets React to Tariffs and Labor Concerns

Markets React to Tariffs and Labor Concerns

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 7th, 2025Featuring:1) Kelsey Berro, Executive Director: Fixed Income...

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