Previewing Jackson Hole

Previewing Jackson Hole

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 21st, 2025
Featuring:
1) Bloomberg Surveillance host Tom Keene joins from Jackson Hole to preview Jay Powell's speech. The Federal Reserve's annual conference began Thursday evening with a dinner for central bankers, economists, and journalists. Chair Jerome Powell will speak Friday at 10 a.m. New York time, and investors will be listening for any hint of what policymakers may do at their September meeting.
2) Kristina Hooper, Chief Market Strategist at Man Group, joins to talk about markets walking on eggshells ahead of Jackson Hole and discusses the long-term outlook for the 10-year yield. US stock futures paused this week’s run of losses ahead of Federal Reserve Chair Jerome Powell’s Jackson Hole address, with markets scaling back bets on imminent rate cuts.
3) Karen Manna, Investment Director at Federated Hermes, talks about ongoing pressure on the Fed and Fed independence as all eyes remain on Jackson Hole. Fed watchers and investors will be listening for any hint of what policymakers may do at their September meeting. The US central bank may be on the cusp of again lowering interest rates, after keeping them on hold this year to gauge how tariffs would impact the economy. Powell could indicate this week if his colleagues are leaning one way or the other. With inflation above the Fed’s 2% target at the same time that hiring is cooling, officials have so far been divided on how soon cuts can come.
4) RaeAnne Mitrione, Partner at Callan Family Office, discusses the market pricing in Fed easing as consumers remain resilient and inflation remains uncertain. Market pricing shows investors expect a rate cut in September, followed by at least one more later this year. President Donald Trump, a frequent critic of the Fed, has demanded that Powell and his colleagues lower rates significantly, with some in the administration calling for an outsize half percentage point cut next month.

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7am-8am: Hintz & Sinche

7am-8am: Hintz & Sinche

NYU's Brad Hintz talks about banks beating their cost of capital and regulation. Amherst Pierpont's Robert Sinche discusses a weaker euro and the drop in the pound. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201642min

7am-8am: Khan & Collender

7am-8am: Khan & Collender

ING Bank's Hamza Khan speaks on the improving outlook for commodities. MSLGROUP's Stan Collender weighs in on the passing of Justice Scalia and how that affects the budget debate. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

19 Feb 201642min

PWC U.S. Energy Advisor Reid Morrison

PWC U.S. Energy Advisor Reid Morrison

PWC's Reid Morrison explains why new oil wells aren't being brought online. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201611min

Duignan: jury is out on whether Deere is too short-termist

Duignan: jury is out on whether Deere is too short-termist

JPMorgan's Ann Duignan discusses how long Deere's down-cycle will last. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 20168min

Hegarty: uptrend in shelter part of CPI

Hegarty: uptrend in shelter part of CPI

BlackRock's Martin Hegarty explains why U.S. inflation is suddenly accelerating. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201612min

9am-10am ET: Hegarty, Duignan, Galloway & Morrison

9am-10am ET: Hegarty, Duignan, Galloway & Morrison

BlackRock's Martin Hegarty reacts to accelerating inflation data. JPMorgan's Ann Duignan discusses Deere's lowered forecasts. NYU's Scott Galloway predicts Yahoo will be sold for more than the market is anticipating. And PWC's Reid Morrison provides his outlook for the energy sector. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

19 Feb 201642min

Raines: Cameron struggling to strike deal at EU Summit

Raines: Cameron struggling to strike deal at EU Summit

Chatham House's Thomas Raines says British Prime Minister David Cameron is finding it harder to reach an agreement at the EU Summit than he anticipated. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 20168min

Colas: VIX starts to get interesting at 40

Colas: VIX starts to get interesting at 40

Convergex Chief Market Strategist Nicholas Colas discusses why volatility ranges are changing from one crisis to the next. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201612min

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