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.

Avsnitt(4351)

Instant Reaction: Microsoft, AMD Earnings

Instant Reaction: Microsoft, AMD Earnings

Bloomberg Businessweek breaks down earnings from Microsoft and AMD with Senior Portfolio Manager at Synovus Trust Dan Morgan and Bloomberg Technology Co-Host Ed Ludlow.Hosts: Carol Massar and Tim Sten...

30 Juli 202420min

Single Best Idea with Tom Keene: Ben Laidler & Mike Green

Single Best Idea with Tom Keene: Ben Laidler & Mike Green

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ben Laidler & Mike Green. Watch Tom and Paul LIVE eve...

30 Juli 20245min

Bloomberg Surveillance TV: July 30, 2024

Bloomberg Surveillance TV: July 30, 2024

-Bob Doll, Crossmark Global Investments President/CEO/CIO -Sen. Bill Hagerty (R-TN), Former US Ambassador to Japan-Tiffany Wilding, PIMCO Economist-Steven Ricchiuto, Mizuho Securities US Chief Economi...

30 Juli 202427min

Fed Outlook and a Potential Harris-Trump Debate

Fed Outlook and a Potential Harris-Trump Debate

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 30th, 2024Featuring: Kathy Bostjancic, Chief Economist at Nationwid...

30 Juli 202428min

Single Best Idea with Tom Keene: Jurrien Timmer & Troy Gayeski

Single Best Idea with Tom Keene: Jurrien Timmer & Troy Gayeski

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jurrien Timmer & Troy Gayeski. Watch Tom and Paul LIV...

29 Juli 20246min

Bloomberg Surveillance TV: July 29, 2024

Bloomberg Surveillance TV: July 29, 2024

- Steve Englander, Standard Chartered Bank Global Head: G10 FX Research- Jeannette Lowe, Strategas Director of Policy Research- James Camp, Eagle Asset Management Managing Director Strategic Income & ...

29 Juli 202424min

Harris Gains in Polls as the Trump-Harris Race Ramps Up

Harris Gains in Polls as the Trump-Harris Race Ramps Up

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 29th, 2024Featuring: Jurrien Timmer, Director: Global Macro at Fide...

29 Juli 202431min

Single Best Idea with Tom Keene: Ira Jersey & Gene Munster

Single Best Idea with Tom Keene: Ira Jersey & Gene Munster

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ira Jersey & Gene Munster. Watch Tom and Paul LIVE ev...

26 Juli 20245min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
rss-svart-marknad
uppgang-och-fall
avanzapodden
svd-tech-brief
fill-or-kill
rss-den-nya-ekonomin
rss-dagen-med-di
lastbilspodden
borsmorgon
ekonomiekot-extra
dynastin
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
market-makers