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)

Muggah: protection of society from extremist

Muggah: protection of society from extremist

Igarapes' Robert Muggah says we have to build resillience in our communities and neighborhoods to try and address the remote radicalization taking place both online and off on Bloomberg Surveillance w...

22 Mar 201611min

Muggah: gettting smarter on how we intervene

Muggah: gettting smarter on how we intervene

Igarapes' Robert Muggah says the factors that shape and condition people as a resort to these kinds of extremist forms of violence are often the same on Bloomberg Surveillance with Tom Keene and Micha...

22 Mar 201611min

Bremmer: attacks put tourism, trade on negative

Bremmer: attacks put tourism, trade on negative

Eurasia Group's Ian Bremmer discusses the impacts on tourism and trade in European countries in the aftermath of the Brussels attacks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omn...

22 Mar 201611min

Corr: infiltrating terrorist

Corr: infiltrating terrorist

Corr Analytics founder Anders Corr discussing the approach that should be taken for finding terrorist on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy...

22 Mar 20168min

Corr: find out who the terrorist are before they attack

Corr: find out who the terrorist are before they attack

Corr Analytics founder Anders Corr says we never know when the next attack will occur because we have an intelligence failure and that is apart of the problem on Bloomberg Surveillance with Tom Keene ...

22 Mar 201612min

Ballard: sharp risk aversion after Brussels attacks

Ballard: sharp risk aversion after Brussels attacks

Bloomberg's Simon Ballard discusses credit market after the attacks in Brussels on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Mar 201611min

Foley: attacks create uncertainty and hinder growth

Foley: attacks create uncertainty and hinder growth

Rabobank's Jane Foley weighs in on currency markets after the attacks in Brussels on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Mar 20168min

Rahman: attacks show incompetence of Belgium administration

Rahman: attacks show incompetence of Belgium administration

Eurasia Group's Mij Rahman discusses immediate reaction in Beglium and Europe to the attacks in Brussels on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for priv...

22 Mar 201612min

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