Fed Easing and Tariffs

Fed Easing and Tariffs

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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(4318)

Single Best Idea with Tom Keene: Stephanie Roth & Libby Cantrill

Single Best Idea with Tom Keene: Stephanie Roth & Libby Cantrill

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stephanie Roth & Libby Cantrill. Watch Tom and Paul L...

22 Jul 20253min

Bloomberg Surveillance TV: July 22nd, 2025

Bloomberg Surveillance TV: July 22nd, 2025

- Andrew Hollenhorst, Chief US Economist at Citi- Russell Brownback, Head: Global Macro Positioning at BlackRock- Samuel Zief, Head: Global FX Strategy at JPMorgan- Alexander Altmann, Global Head: Equ...

22 Jul 202527min

The Market Rally Awaits Tariff Clarity

The Market Rally Awaits Tariff Clarity

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 22nd, 2025Featuring:1) Adam Posen, President of the Peterson Institute...

22 Jul 202539min

Single Best Idea with Tom Keene: Frank Lee & Lori Calvasina

Single Best Idea with Tom Keene: Frank Lee & Lori Calvasina

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Frank Lee & Lori Calvasina. Watch Tom and Paul LIVE e...

21 Jul 20254min

Bloomberg Surveillance TV: July 21st, 2025

Bloomberg Surveillance TV: July 21st, 2025

- Chris Harvey, Head: Equity Strategy at Wells Fargo- Angelo Zino, Head: Technology at CFRA- Charles Myers, Chairman and founder at Signum Global Advisors- Claudia Sahm, Chief Economist at New Century...

21 Jul 202522min

Uncertainty Surrounds Jay Powell & US Trade

Uncertainty Surrounds Jay Powell & US Trade

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 21st, 2025Featuring:1) Lori Calvasina, Head of US Equity Strategy at R...

21 Jul 202543min

Single Best Idea with Tom Keene: Wei Li & Anna Wong

Single Best Idea with Tom Keene: Wei Li & Anna Wong

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wei Li & Anna Wong. Watch Tom and Paul LIVE every day...

18 Jul 20254min

Bloomberg Surveillance TV: July 18th, 2025

Bloomberg Surveillance TV: July 18th, 2025

- Christopher Waller, Member-Board of Governors at the Federal Reserve- Paul Atkins, Chairman of the SEC- Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs- Sonal Desai, CIO: Fixed In...

18 Jul 202541min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengepodden-2
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
pengesnakk
lederpodden
rss-markedspuls-2
rss-andelige-tanker-med-camillo
rss-fa-makro
stormkast-med-valebrokk-stordalen