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)

Rattner: the Fed is acting by default

Rattner: the Fed is acting by default

Willett Advisors' Chairman Steve Rattner says that the Fed is the only game in town. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

17 Mar 201612min

Steven Friedman: there are uses for forward guidance

Steven Friedman: there are uses for forward guidance

BNP Paribas' Steven Friedman discusses short-term interest rates, quantitative easing and forward guidance as all tools in the Fed's toolbox on Bloomberg Surveillance with Tom Keene and Michael McKee....

17 Mar 20168min

Steven Friedman: global economy matters more to Fed

Steven Friedman: global economy matters more to Fed

BNP Paribas' Steven Friedman weighs in on the aftermath of the FOMC meeting and how the global economy matters more and more to the Fed. He speaks on Bloomberg Surveillance with Tom Keene and Michael ...

17 Mar 201612min

Kroszner: inflation cycle has changed

Kroszner: inflation cycle has changed

Former Fed Governor Randall Kroszner counts down to the Fed decision and Janet Yellen's news conference. He joins Tom Keene, Michael McKee and Scarlet Fu.See omnystudio.com/listener for privacy inform...

16 Mar 20166min

Gross: Fed is looking more dovish

Gross: Fed is looking more dovish

Janus Capital Management's Bill Gross and RBC Capital Markets' Tom Porcelli react to the Fed's rate decision and Janet Yellen's news conference. They join Tom Keene, Michael McKee and Scarlet Fu.See o...

16 Mar 201622min

Valliere: Trump Would Be Oldest President Ever

Valliere: Trump Would Be Oldest President Ever

(Bloomberg) -- Greg Valliere from Horizon Investments talks with Bloomberg's Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

16 Mar 20168min

Valliere: Clinton Indictment Could Mean Trump Presidency

Valliere: Clinton Indictment Could Mean Trump Presidency

(Bloomberg) -- Greg Valliere from Horizon Investments takls with Bloomberg's Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

16 Mar 201612min

Amoroso: Lot of Vonviction in Investment Grade Bonds

Amoroso: Lot of Vonviction in Investment Grade Bonds

(Bloomberg) -- Anastasia Amoroso from JP Morgan talks with Bloomberg's Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

16 Mar 201611min

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