Fed Easing and Tariffs

Fed Easing and Tariffs

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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(4331)

Neumann: There is no real risk of a financial crisis in China

Neumann: There is no real risk of a financial crisis in China

HSBC's Frederic Neumann weighs in on China's economy and global growth on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

9 Juni 201622min

Deverell: Investors nervous again about global growth

Deverell: Investors nervous again about global growth

Credit Suisse's Ric Deverell sits down to discuss global growth and Brexit's impact on fixed income on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy i...

9 Juni 201620min

Campbell: The Saudis are not concerned about shale

Campbell: The Saudis are not concerned about shale

Energy Aspects' Robert Campbell says that Saudi Arabia is less concerned about high-cost producers like U.S. shale, and much more concerned about low cost producers like Iran and Iraq. He joins Tom Ke...

8 Juni 201622min

Dunn: The lingering bitterness of the primaries

Dunn: The lingering bitterness of the primaries

Former White House Communications Director Anita Dunn says that Donald Trump may have won the primaries on his own terms, but the general election is a different campaign. She joins Tom Keene and Mich...

8 Juni 20168min

Bloomberg BNA's Rob Tricchinelli on the battle for Dodd-Frank

Bloomberg BNA's Rob Tricchinelli on the battle for Dodd-Frank

House Republicans are attempting to de-fang the sweeping Dodd-Frank Act. Bloomberg BNA's Rob Tricchinelli joins Tom Keene and Michael McKee on Bloomberg Surveillance to discuss the latest in that pitc...

8 Juni 20166min

Maki: Confident labor markets will pick up in third quarter

Maki: Confident labor markets will pick up in third quarter

Point72 Asset Management's Dean Maki discusses the labor markets and unemployment on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

8 Juni 201622min

Gartman: Markets accounting for political risk

Gartman: Markets accounting for political risk

The Gartman Letter's Dennis Gartman weighs in on the political elections and commodities on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

8 Juni 201620min

Valliere: Republicans having a serious case of buyer's remorse

Valliere: Republicans having a serious case of buyer's remorse

Horizon Investments' Greg Valliere weighs in on politics on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

8 Juni 201611min

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