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(4317)

Uy:active management can help navigate investors

Uy:active management can help navigate investors

Invevsco's Ray Uy discusses how the FED can be meaningful in regards to the markets. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy infor...

29 Mar 201612min

Todd: voters don't vote on electability

Todd: voters don't vote on electability

NBC's Chuck Todd weighs in on why voters don't vote strategically or on electability on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

29 Mar 201611min

Ricchiuto: This economy is just stuck

Ricchiuto: This economy is just stuck

Mizuho's Steve Ricchiuto discusses the economic data and how it's a reflection of the change in expectations in the monetray policy and currency markets. He speaks with Tom Keene and Barry Ritholtz on...

29 Mar 201622min

Gurria: need to break cycle of poverty through education

Gurria: need to break cycle of poverty through education

The OECD's Jose Angel Gurria discusses breaking the cycle of poverty through education and training on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy ...

29 Mar 201631min

Fels:global markets are bumpy, below par and brittle

Fels:global markets are bumpy, below par and brittle

PIMCO's Joachim Fels discusses the triple B economic expansion-bumpy, below par and brittle and how they correlate with de-leverging, debt and deflation. He speaks with Tom Keene and Barry Ritholtz on...

29 Mar 201620min

Robbins:President Obama's visit in Cuba

Robbins:President Obama's visit in Cuba

Foreign relations council Carla Anne Robbins says President Obama did a good job in Cuba especailly when enticing Raul Castro to answer questions about human rights. She speaks with Tom Keene and Barr...

28 Mar 201611min

Steel:Gold is a highly regarded asset

Steel:Gold is a highly regarded asset

HSBC's James Steel says you need a tinge of caution in the market and that Gold is a highly regarded asset and performs very well when other things do not. He speaks with Tom Keene and Barry Ritholtz ...

28 Mar 201619min

Mortimer-Lee:we are above trend at the moment

Mortimer-Lee:we are above trend at the moment

BNP Paribas' Paul Mortimer-Lee says the economy is very reliant on the consumer. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy informatio...

28 Mar 201622min

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