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)

Bogle: passive investing does really well in down markets

Bogle: passive investing does really well in down markets

Vanguard founder Jack Bogle says that passive investing is his 'philosophy writ large.' He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy informati...

8 Mar 201612min

Krawcheck: diversity leads to higher returns

Krawcheck: diversity leads to higher returns

Ellevest's Sallie Krawcheck discusses how the percentage of women working in investment banking hasn't changed since the 1980s. She speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.Se...

8 Mar 201612min

9am-10am ET: Bogle, Regan & Jacobsen

9am-10am ET: Bogle, Regan & Jacobsen

Vanguard Founder Jack Bogle makes the case for passive investing. Bloomberg Gadfly's Michael Regan covers the big market movers at the open. And Wells Fargo's Brian Jacobsen has his eye on emerging ma...

8 Mar 201642min

Zandi: we're not measuring GDP correctly

Zandi: we're not measuring GDP correctly

Moody's Mark Zandi says that GDP doesn't accurately measure the modern economy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

8 Mar 201611min

Zandi: don't bet against the American economy

Zandi: don't bet against the American economy

Moody's Mark Zandi says investors should heed Warren Buffett's warning not to bet against the U.S. economy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener f...

8 Mar 201611min

Stanziale: natural gas can't catch a break

Stanziale: natural gas can't catch a break

Eurasia Group's Bruno Stanziale says that power generation is going overwhelmingly into natural gas because of coal plant retirement. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See...

8 Mar 20168min

Stanziale: no longer in the commodity supercycle

Stanziale: no longer in the commodity supercycle

Eurasia Group's Bruno Stanziale says that the oil market will balance slowly. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

8 Mar 201612min

8am-9am ET: Stanziale & Zandi

8am-9am ET: Stanziale & Zandi

Eurasia's Bruno Stanziale gives his outlook for the oil market, as crude falls from a 2-month high. Moody's Mark Zandi warns investors not to bet against the American economy. They join Tom Keene and ...

8 Mar 201642min

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