Fed Easing and Tariffs

Fed Easing and Tariffs

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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)

Amoroso: Fed Will Raise Rates Twice in 2016

Amoroso: Fed Will Raise Rates Twice in 2016

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

16 Mar 201611min

Blanchflower: BOE forecasts have been too optimistic

Blanchflower: BOE forecasts have been too optimistic

Former Bank of England policymaker Danny Blanchflower discusses Mark Carney's growing challenges. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy...

15 Mar 201611min

Abramowicz: negative rates are taking over the world

Abramowicz: negative rates are taking over the world

Bloomberg Gadfly's Lisa Abramowicz discusses a distortion of markets that is defying conventional investing logic. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/li...

15 Mar 201611min

Koons: Valeant is running into trouble

Koons: Valeant is running into trouble

Bloomberg's Cynthia Koons discusses Valeant's selloff. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

15 Mar 20168min

9am-10am ET: Hogan, Koons, Abramowicz & Blanchflower

9am-10am ET: Hogan, Koons, Abramowicz & Blanchflower

Wunderlich Securities' Art Hogan counts down to the Fed decision. Bloomberg's Cynthia Koons discusses why investors are punishing Valeant. Bloomberg Gadfly's Lisa Abramowicz explains why negative rate...

15 Mar 201642min

Tannenbaum: U.S. workers need to renew skills

Tannenbaum: U.S. workers need to renew skills

Northern Trust's Carl Tannenbaum discusses what America needs to do to improve growth potential. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy ...

15 Mar 201611min

Tannenbaum: U.S. needs to improve growth potential

Tannenbaum: U.S. needs to improve growth potential

Northern Trust's Carl Tannenbaum says that the U.S. needs to increase productivity to drive the economy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for ...

15 Mar 201611min

Ruskin: Bank of England will hold off on tightening

Ruskin: Bank of England will hold off on tightening

Deutsche Bank's Alan Ruskin says that the Bank of England won't follow the Fed in raising rates any time soon. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

15 Mar 20168min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengesnakk
pengepodden-2
utbytte
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
rss-sunn-okonomi
morgenkaffen-med-finansavisen
lederpodden
okonomiamatorene
rss-markedspuls-2
rss-andelige-tanker-med-camillo
rss-fa-makro
rss-investering-gjort-enkelt