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(4321)

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

Brown: still have a lot of people worried about the economy

Brown: still have a lot of people worried about the economy

Raymond James Financial's Scott Brown weighs in on where the U.S. economy stands and malaise at the lower end of the income scale on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystu...

4 Apr 201622min

Blanchflower: there is labor market slack and no wage pressure

Blanchflower: there is labor market slack and no wage pressure

Dartmouth's Danny Blanchflower weighs in on how the unemployment rate underestimates the extent to which there is labor market slack since 2008 on Bloomberg Surveillance with Tom Keene and Michael McK...

4 Apr 201620min

Stockton: equity markets have gone too far too fast

Stockton: equity markets have gone too far too fast

BTIG's Katie Stockton discusses whether investors are overly bullish on the equity markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informatio...

4 Apr 201622min

Krawcheck: retirement savings' crisis is a woman's crisis

Krawcheck: retirement savings' crisis is a woman's crisis

Ellevest's Sallie Krawcheck weighs in on the retirement savings crisis in this country and why it's a woman's crisis on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/liste...

4 Apr 201620min

Mather: We are seeing wages go up

Mather: We are seeing wages go up

PIMCO CIO Scott Mather says he looks at the Phillips Curve from state to state and observes that lower unemployment leads to higher wages in those states. He speaks with Tom Keene and Barry RitholtzSe...

1 Apr 201622min

Silvia: Labor force participation rate continues to improve

Silvia: Labor force participation rate continues to improve

Wells Fargo's John Silvia says we are seeing an improvment in wages and salaries but not at the pace that we have seen in the prior recoveries. He speaks with Tom Keene and Barry Ritholtz on Bloomberg...

1 Apr 201620min

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