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)

Lindsey: Fed has been a part of the ruling class

Lindsey: Fed has been a part of the ruling class

Lindsey Group's Lawrence Lindsey weighs in on his new book "Conspiracies of the Ruling Class: How to Break Their Grip Forever" and his assessment of monetary policy. He speaks on Bloomberg Surveillanc...

11 Mar 201612min

7am-8am ET: Lindsey, Mislinski & Foley

7am-8am ET: Lindsey, Mislinski & Foley

Lindsey Group's Lawrence Lindsey discusses his new book, "Conspiracies of the Ruling Class: How to Break Their Grip Forever" and Advisor Perspectives' Jill Mislinski weighs in on long-term versus shor...

11 Mar 201642min

8am-9am ET: Emanuel, Brown & Baier

8am-9am ET: Emanuel, Brown & Baier

UBS' Julian Emanuel focuses on the Fed. Raymond James' Scott Brown takes the pulse of the U.S. economy. And Fox News' Bret Baier discusses the race to the White House. All this and more on Bloomberg S...

11 Mar 201642min

9am-10am ET: Fels, Wheeler & Juckes

9am-10am ET: Fels, Wheeler & Juckes

As Mario Draghi gives a major news conference, PIMCO's Joachim Fels, Atlantic Equities' Chris Wheeler and Societe Generale's Kit Juckes provide insight on the ECB's easing. They join Tom Keene and Mic...

10 Mar 201642min

Juckes: QE has done a lot for asset prices but not demand

Juckes: QE has done a lot for asset prices but not demand

Societe Generale's Kit Juckes says that quantitative easing hasn't boosted aggregate demand as much as hoped. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener...

10 Mar 201611min

Wheeler: there will be bank consolidation in Europe

Wheeler: there will be bank consolidation in Europe

Atlantic Equities' Chris Wheeler examines the impact of ECB policy on Europe's financial system. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy ...

10 Mar 201611min

Fels: ECB needs to ease more

Fels: ECB needs to ease more

PIMCO's Joachim Fels says that Mario Draghi needs to loosen policy to kickstart Europe's economy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy...

10 Mar 20168min

Fels: there are constraints on lending in Europe

Fels: there are constraints on lending in Europe

PIMCO's Joachim Fels says that the amount of lending in Europe is being held back by higher capital requirements for banks. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudi...

10 Mar 201612min

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