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)

Yuen: breakeven point for natural gas is $2-$3

Yuen: breakeven point for natural gas is $2-$3

Citi's Anthony Yuen discusses the price range that natural gas producers need to make a profit. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy i...

11 Mar 20168min

Yuen: storage constraints drive natural gas pricing

Yuen: storage constraints drive natural gas pricing

Citi's Anthony Yuen discusses the natural gas surplus. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

11 Mar 201642min

Baier: Trump is benefiting from flexibility on issues

Baier: Trump is benefiting from flexibility on issues

Fox News' Bret Baier says Donald Trump is good at turning potential liabilities into opportunities. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for priva...

11 Mar 201611min

Mislinski: part-time jobs not at pre-recession levels

Mislinski: part-time jobs not at pre-recession levels

Advisor Perspectives' Jill Mislinski talks about long-term versus short-term unemployment and why part-time employment hasn't recovered back to pre-recession levels. She speaks on Bloomberg Surveillan...

11 Mar 201611min

Brown: there's a risk of talking ourselves into recession

Brown: there's a risk of talking ourselves into recession

Raymond James' Scott Brown says that investor fears about recession can turn into reality. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inform...

11 Mar 201611min

Lindsey: need as little concentration of power as possible

Lindsey: need as little concentration of power as possible

Lindsey Group's Lawrence Lindsey weighs in on his new book "Conspiracies of the Ruling Class" and the problems of rising income inequality on Bloomberg Surveillance with Tom Keene and Michael McKee.Se...

11 Mar 20168min

Emanuel: investors believe in Draghi

Emanuel: investors believe in Draghi

UBS' Julian Emanuel says that investors think that Draghi's new plan just might work. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information...

11 Mar 20168min

Emanuel: Fed will be incremental and cautious

Emanuel: Fed will be incremental and cautious

UBS' Julian Emanuel says that the Fed is treading very carefully. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

11 Mar 201612min

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