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)

Krueger: Fed is still accommodating economy

Krueger: Fed is still accommodating economy

Princeton University's Alan Krueger discusses whether the Fed is still impacting the economy or if QE is now a neutral factor on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio....

4 Mar 201611min

Krueger: president can cause damage on global economy

Krueger: president can cause damage on global economy

Princeton University's Alan Krueger talks about how much influence a president has on the global economy. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listen...

4 Mar 201611min

Gordon: puzzle is why productivity growth has slowed

Gordon: puzzle is why productivity growth has slowed

Northwestern University's Robert Gordon says the biggest puzzle is why productivity growth has been so slow over the past five years on Bloomberg Surveillance with Tom Keene and Michael McKee.See omny...

4 Mar 20168min

Darda: nominal GDP actually slowing now

Darda: nominal GDP actually slowing now

MKM's Michael Darda says nominal GDP is slowing and reccomends investors stay defensively postured and cautious. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com...

4 Mar 201612min

Bill Gross Sees Tailwind From Weakening Dollar (Audio)

Bill Gross Sees Tailwind From Weakening Dollar (Audio)

(Bloomberg) -- Bill Gross, founder of Pimco and current fund manager of Janus Capital Management, talks with Bloomberg's Tom Keene and Mike McKee about today's jobs report.See omnystudio.com/listener ...

4 Mar 201614min

Herrmann: trend has been meager productivity gains

Herrmann: trend has been meager productivity gains

Mitsubishi UFJ's John Herrmann says the trend over the last several years has been meager productivity gains due to a lack of confidence in the future. He speaks on Bloomberg Surveillance with Tom Kee...

3 Mar 201611min

Harajli: uncertainty in markets has curbed market moves

Harajli: uncertainty in markets has curbed market moves

Mizuho's Sireen Harajli says the high level of uncertainty in the markets has curbed market moves on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy inf...

3 Mar 201611min

Wren: large-cap stocks should outperform until end of cycle

Wren: large-cap stocks should outperform until end of cycle

Wells Fargo's Scott Wren says large-cap stocks should lead other sectors to the end of this market cycle. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listen...

3 Mar 20168min

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