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(4345)

Stavridis: most important trait in president is temperament

Stavridis: most important trait in president is temperament

The Fletcher School's James Stavridis discusses the most important aspects of a presidential candidate on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privac...

7 Mar 201611min

Stavridis: our greatest advantage is our values

Stavridis: our greatest advantage is our values

The Fletcher School's James Stavridis discusses an open letter to Donald Trump on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

7 Mar 201611min

Paulsen: economic data is improving

Paulsen: economic data is improving

Wells Capital Management's Jim Paulsen discusses the earnings season and forecasts for inflation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy info...

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Paulsen: market has been responding to better economic news

Paulsen: market has been responding to better economic news

Wells Capital Management's Jim Paulsen says the market has been responding to better economic news and backing away from recession forecasts. He speaks on Bloomberg Surveillance with Tom Keene and Mic...

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Valliere: Clinton is shaky favorite to win presidency

Valliere: Clinton is shaky favorite to win presidency

Horizon Investments' Greg Valliere says that Hillary Clinton is the most likely candidate to become president, but Trump can't be ruled out because Clinton is still dogged by the email scandal. He joi...

7 Mar 201611min

Abramowicz: commodity bond trading resembling a casino

Abramowicz: commodity bond trading resembling a casino

Bloomberg Gadfly's Lisa Abramowicz says that investors are becoming queasy while tracking the ups and downs of commodity-related corporate bonds. She joins Tom Keene and Michael McKee on Bloomberg Sur...

7 Mar 201611min

9am-10am ET: Levitt, Yawger, Abramowicz & Valliere

9am-10am ET: Levitt, Yawger, Abramowicz & Valliere

Former SEC Chairman Arthur Levitt focuses on regulators' efforts to reduce risks to the financial system. Mizuho Securities' Robert Yawger weighs in on whether commodities are making a comeback. Bloom...

7 Mar 201642min

Shepherdson: many part-time workers want full-time jobs

Shepherdson: many part-time workers want full-time jobs

Pantheon Macroeconomics' Ian Shepherdson says that millions of Americans with part-time jobs want full-time jobs, but can't find the work. He joins Tom Keene and Michael McKee on Bloomberg Surveillanc...

7 Mar 201611min

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