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(4319)

De Maria: Fundamental outlook on agriculture is challenging

De Maria: Fundamental outlook on agriculture is challenging

Blair Analyst Larry De Maria discusses the company Deere and how they are having a tough time during their down cycle and what can happen in the next couple of years with agriculture raising its forec...

5 Apr 201620min

Cohen: The biggest jumble is the GO political enviornment

Cohen: The biggest jumble is the GO political enviornment

Goldman Sachs' Abby Joseph Cohen says we can't count, calculate or model very well, the impact of the current domestic political scene surrounding the elections. She speaks with Tom Keene and Michael ...

5 Apr 201622min

Malkoutzis: Greek bailout packages come with conditionality

Malkoutzis: Greek bailout packages come with conditionality

Macropolis Founder Nick Malkoutzis speaks about the extreme period of uncertainty and concern when it came to the Greek government and recocillation with its lenders. He speaks with Tom Keene and Mich...

5 Apr 201620min

Todd: Wisconsin could be pyschological reset of GOP race

Todd: Wisconsin could be pyschological reset of GOP race

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

5 Apr 201611min

Mauldin: Fed should issue 1% 40-year bonds for infrastructure

Mauldin: Fed should issue 1% 40-year bonds for infrastructure

Mauldin Economics' John Mauldin sits down to discuss reforming the corporate tax code and helicopter money on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pr...

5 Apr 201611min

Munster: Apple dividend may get more meaty in 2017

Munster: Apple dividend may get more meaty in 2017

Piper Jaffray's Gene Munster discusses Apple's dividend in 2017 on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

5 Apr 201620min

Browne: corporations not gaining trust back from general public

Browne: corporations not gaining trust back from general public

Former BP CEO John Browne and author of "Connect" sits down with co-author Tommy Stadlen to discuss bringing trust back to corporations from the general public on Bloomberg Surveillance with Tom Keene...

4 Apr 201622min

Cohen: oil is going to be a volatile market this quarter

Cohen: oil is going to be a volatile market this quarter

Barclays' Michael Cohen weighs in on his call for oil to trade between $30 and $40 a barrel through the second quarter on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/lis...

4 Apr 201620min

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