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)

8am-9am ET: Gartman and Brown

8am-9am ET: Gartman and Brown

Gartman Letter Editor Dennis Gartman counts down to Mario Draghi's news conference, while Mitsubishi UFJ's Brendan Brown reacts to the ECB President's comments. All this and more on Bloomberg Surveill...

10 Mar 201642min

Draghi: measures can spill over to FX markets

Draghi: measures can spill over to FX markets

ECB President Mario Draghi admits that his monetary policy can have spillover effects. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for priv...

10 Mar 201611min

Draghi: I don't anticipate more rate cuts

Draghi: I don't anticipate more rate cuts

ECB President Mario Draghi gives his monthly news conference, after cutting rates. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy ...

10 Mar 201611min

7am-8am ET: Venetis, Staley & Rosa

7am-8am ET: Venetis, Staley & Rosa

Lombard Street Research's Konstantinos Venetis previews the ECB rate decision and its impact on emerging markets. Barclays CEO Jes Staley sits down to talk about the new regulatory environment since t...

10 Mar 201642min

Rosa: should see ECB stimulus as a way to boost inflation

Rosa: should see ECB stimulus as a way to boost inflation

Roubini's Brunello Rosa reacts to the ECB stimulus package on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Mar 201611min

Staley: banks adjusting to new regulations of financial markets

Staley: banks adjusting to new regulations of financial markets

Barclays CEO Jes Staley weighs in on the new regulatory environment on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Mar 201611min

Staley: we are redefining our strategy for transatlantic bank

Staley: we are redefining our strategy for transatlantic bank

Barclays CEO Jes Staley weighs in on volatile market conditions on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Mar 20168min

Venetis: Draghi would like to see fiscal side more proactive

Venetis: Draghi would like to see fiscal side more proactive

Lombard Street Research's Konstantinos Venetis discusses Mario Draghi of the ECB and the pressure for European countries to act fiscally and not just rely on monetary policy. He speaks on Bloomberg Su...

10 Mar 201612min

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