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)

Berson: credit availabilty is tighter now and less available

Berson: credit availabilty is tighter now and less available

David Berson from Nationwide Insurance speaking on how housing markets are having a sustainable rise. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener fo...

23 Mar 201622min

Bullard: Fed should edge to more normal rates

Bullard: Fed should edge to more normal rates

St. Louis Fed President James Bullard says that the Fed needs to normalize rates, but not while inflation expectations are falling. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See o...

23 Mar 201620min

Normand: dot plots and forward guidance

Normand: dot plots and forward guidance

JP Morgans' John Normand discussing dot plots and how they can help or hinder cconsumers and investors on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privac...

23 Mar 201622min

Gabriel: Trump can have enormous leverage

Gabriel: Trump can have enormous leverage

Capital Alpha Partners' Chuck Gabriel discusses Donal Trump and his policies on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Mar 201620min

Kotok: markets are becoming used to terror attacks

Kotok: markets are becoming used to terror attacks

Cumberland Advisors' David Kotok weighs in on how markets are becoming used to a sequence of terror attacks and are developing an expectation that there will be more of them on Bloomberg Surveillance ...

23 Mar 201622min

Hormats: looking to see how general eco weakness affects Fed

Hormats: looking to see how general eco weakness affects Fed

Kissinger Associates' Robert Hormats weighs in on how general weakness in the global economy is affecting Fed decisions on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/li...

23 Mar 201620min

Wittner: oil has hit a botton

Wittner: oil has hit a botton

Societe Generales' Michael Wittner says terrorist attacks lowers consumer confidence and slows down economic growth on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listen...

22 Mar 201611min

Hayden: security forces in Brussels

Hayden: security forces in Brussels

Jones Hayden discusses the current state of Brussels since the attacks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Mar 201611min

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