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(4316)

7am-8am ET: Haass & Sankey

7am-8am ET: Haass & Sankey

Council on Foreign Relations' Richard Haass weighs in on the divergence of monetary and fiscal policy. Wolfe Research's Paul Sankey discuss a bullish outlook for oil stocks. All this and more on Bloom...

14 Mar 201642min

Sankey: Chevron seeing falling capex, rising growth

Sankey: Chevron seeing falling capex, rising growth

Wolfe Research's Paul Sankey weighs in on his outlook for Chevron, Exxon Mobil and ConocoPhillips on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy inf...

14 Mar 201611min

Sankey: Iran has complicated oil price forecasts

Sankey: Iran has complicated oil price forecasts

Wolfe Research's Paul Sankey weighs in on the rebound in oil prices on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

14 Mar 201611min

Haass: balance of power in Europe helps U.S.

Haass: balance of power in Europe helps U.S.

Council on Foreign Relations' Richard Haass weighs in on how the balance of power in Europe serves U.S. interests as well on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/...

14 Mar 20168min

Haass: fiscal policy is political process and it's gridlocked

Haass: fiscal policy is political process and it's gridlocked

Council on Foreign Relations' Richard Haass discusses central bank actions and the divergence of monetary policy and fiscal action on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnyst...

14 Mar 201612min

Foley: ECB may focus on LTROs over negative rates

Foley: ECB may focus on LTROs over negative rates

Rabobank's Jane Foley weighs in on currency reactions after the ECB stimulus program was announced. She speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener fo...

11 Mar 201611min

9am-10am ET: Yuen, Syverson & Visch

9am-10am ET: Yuen, Syverson & Visch

Citi's Anthony Yuen says that storage constraints dictate natural gas prices. University of Chicago Booth School's Chad Syverson discusses America's productivity problem. BMO's Russ Visch says that co...

11 Mar 201642min

Syverson: America has a productivity problem

Syverson: America has a productivity problem

University of Chicago Booth School Professor Chad Syverson says that a productivity slowdown has hit almost all developed economies. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See ...

11 Mar 201611min

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