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(4318)

Turnhill: never saw a sustained volatility so low before

Turnhill: never saw a sustained volatility so low before

BlackRock's Richard Turnhill comments on why the markets are eerily quiet. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

30 Mar 201611min

Derman:social Sciences are involved with people

Derman:social Sciences are involved with people

Columbia University Financial Engineering Professor Emanuel Derman says there is nothing that replaces the Bell Curve. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystu...

30 Mar 201620min

Piegza: employment numbers have been consistent

Piegza: employment numbers have been consistent

Stifel's Chief Economist Lindsey Piegza discusses Janet Yellen, employment rates and inflation with Tom keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy infor...

30 Mar 201622min

Tetlock: discerning between good experts and bad experts

Tetlock: discerning between good experts and bad experts

Wharton School Professor Philip Tetlock disucsses the illusion of insight and how to come across good forecasters. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.c...

30 Mar 201620min

Hubbard: Janet Yellen not really telling us what they're doing

Hubbard: Janet Yellen not really telling us what they're doing

Columbia Business School's Glenn Hubbard reacts to Janet Yellen's speech at the Economic Club of New York on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for pr...

30 Mar 201611min

Curnutt: electronic trading has changed market volatility

Curnutt: electronic trading has changed market volatility

Macros Risk Advisors' Dean Curnutt discusses market volatility on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

30 Mar 201619min

Haass: trade is strategically a glue to the world

Haass: trade is strategically a glue to the world

Council on Foreign Relations' Richard Haass weighs in on low economic growth and how it affects income inequality and trade policies on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omn...

30 Mar 201612min

Kass: the dominant investors are no longer the retail investor

Kass: the dominant investors are no longer the retail investor

Seabreeze Partners Management Doug Kass speaks on money management and says there is a lot more volatility ahead. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.c...

29 Mar 201622min

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