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(4312)

Chen: Voters looking to Rubio as an alternative to Trump

Chen: Voters looking to Rubio as an alternative to Trump

Rubio policy adviser Lanhee Chen says Trump would be a problematic president. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

2 Mar 201612min

Hunt: GOP needs multiple candidates to take on Trump

Hunt: GOP needs multiple candidates to take on Trump

Bloomberg's Al Hunt weighs in on the winner-take-all primaries and hope for anti-Trump groups on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informa...

2 Mar 201611min

Dionne: Cruz carried evangelical vote

Dionne: Cruz carried evangelical vote

The Washington Post's E.J. Dionne weighs in on the evangelical vote for Ted Cruz and Donald Trump after Super Tuesday on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/list...

2 Mar 201611min

Dionne: Donald Trump needs to be taken seriously after wins

Dionne: Donald Trump needs to be taken seriously after wins

The Washington Post's E.J. Dionne says Donald Trump needs to be taken seriously after his victories on Super Tuesday on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/liste...

2 Mar 20168min

Belski: 2016 a reset year in 20-year bull market thesis

Belski: 2016 a reset year in 20-year bull market thesis

BMO Capital Markets' Brian Belski says 2016 is the reset year in a 20-year bull market thesis. He says there will be some volatility in the near-term on Bloomberg Surveillance with Tom Keene and Micha...

2 Mar 201612min

7am-8am ET: Belski, Dionne & Hunt

7am-8am ET: Belski, Dionne & Hunt

BMO Capital Markets' Brian Belski says 2016 is a reset year for his 20-year bull market thesis. The Washington Post's E.J. Dionne discusses reaction from Super Tuesday. Bloomberg's Al Hunt weighs in o...

2 Mar 201642min

Bonier: people who vote in primaries tend to be older (Correct)

Bonier: people who vote in primaries tend to be older (Correct)

Corrects Bonier's title in the first paragraph. TargetSmart's CEO Tom Bonier says the results of primaries are being skewed by lower turnout of young voters. He joins Tom Keene and Michael McKee in a ...

1 Mar 20168min

Emons: markets unclear about fiscal direction (Correct)

Emons: markets unclear about fiscal direction (Correct)

Corrects the spelling of Emons in the first paragraph. Leader Capital's Ben Emons says markets are unclear about fiscal policy because of the uncertainty surrounding the presidential elections on Bloo...

1 Mar 20168min

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