Fed Easing and Tariffs
Bloomberg Surveillance25 Aug 2025

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(4334)

Market Outlook as President Trump's Priorities Take Shape

Market Outlook as President Trump's Priorities Take Shape

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 18th, 2025Featuring: Callie Cox, Chief Market Strategist for Rith...

18 Feb 202523min

Single Best Idea with Tom Keene: Ed Yardeni

Single Best Idea with Tom Keene: Ed Yardeni

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Ed Yardeni. Watch Tom and Paul LIVE every day on You...

14 Feb 20254min

Bloomberg Surveillance TV: February 14, 2025

Bloomberg Surveillance TV: February 14, 2025

- Jim Bianco, President at Bianco Research- Jeannette Lowe, Director of Policy Research at Strategas Securities- Lindsey Piegza, Chief Economist at Stifel- Peter Tchir, Head of Macro Strategy at Acade...

14 Feb 202523min

Tariffs, Retail Sales, and Inflation

Tariffs, Retail Sales, and Inflation

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 14th, 2025Featuring: Ed Yardeni, President at Yardeni Research, o...

14 Feb 202539min

Single Best Idea with Tom Keene: Wendy Schiller & Angela Stent

Single Best Idea with Tom Keene: Wendy Schiller & Angela Stent

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wendy Schiller & Angela Stent. Watch Tom and Paul LIV...

13 Feb 20254min

Bloomberg Surveillance TV: February 13, 2025

Bloomberg Surveillance TV: February 13, 2025

- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI- Steve Ricchiuto, Chief Economist at Mizuho- Nadia Martin Wiggen, Director at Svelland Capital UK- Andrew Hollenhorst, Chief US...

13 Feb 202525min

Inflation Readings and Trump's Putin Call

Inflation Readings and Trump's Putin Call

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 13th, 2025Featuring: Jeff deGraaf, Head: Technical Research and c...

13 Feb 202541min

Single Best Idea with Tom Keene: Tina Fordham & Ebrahim Rahbari

Single Best Idea with Tom Keene: Tina Fordham & Ebrahim Rahbari

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tina Fordham & Ebrahim Rahbari. Watch Tom and Paul LI...

12 Feb 20254min

Populært innen Business og økonomi

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