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.

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Bloomberg Surveillance TV: January 15, 2025

Bloomberg Surveillance TV: January 15, 2025

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Reaction to CPI and Bank Earnings

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Senate Confirmation Hearings

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14 Jan 202526min

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stuart Kaiser & Stephen Stanley. Watch Tom and Paul L...

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Bloomberg Surveillance TV: January 14, 2025

Bloomberg Surveillance TV: January 14, 2025

- Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management- Armin Papperger, Chairman at Rheinmetall AG- Sonia Meskin, Economist at UBSEmily Roland of John Hancock Investment...

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Eco Data and Policy Shaping Markets

Eco Data and Policy Shaping Markets

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 13th, 2025Featuring: Jurrien Timmer, Director: Global Macro at Fid...

14 Jan 202527min

Bloomberg Surveillance TV: January 13, 2025

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-Maya MacGuineas, President of the Committee for a Responsible Federal Government-Michelle Meyer, Chief Economist, Mastercard-John Schneyer, Corelogic Director of Research Maya MacGuineas, President ...

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mark Zandi & Eric Balchunas Watch Tom and Paul LIVE e...

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