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.

See omnystudio.com/listener for privacy information.

Avsnitt(4331)

Shing: Political uncertainty is the most hedged trade

Shing: Political uncertainty is the most hedged trade

BNP's Edmund Shing weighs in on equity markets and how the most uncertainty in markets is coming from political risk on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/liste...

7 Juni 201611min

Rodriguez: Fed is relevent for the emerging market complex

Rodriguez: Fed is relevent for the emerging market complex

BlackRock's Gerardo Rodriguez sits down to discuss emerging markets and the Fed's impact on EM investments on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pr...

7 Juni 201620min

Sonenshine: Low rates, low growth reflect economic problems

Sonenshine: Low rates, low growth reflect economic problems

Sonenshine Partners' Marshall Sonenshine weighs in on low rates, low growth and how the economy is recovering from the financial crisis on Bloomberg Surveillance with Tom Keene and Michael McKee.See o...

6 Juni 201622min

Sinche: Fed is afraid to get from 0.25% to 1.5%

Sinche: Fed is afraid to get from 0.25% to 1.5%

Amherst Pierpont Securities' Bob Sinche sits down to discuss the Fed Funds Rate and returning to a normalized world on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listen...

6 Juni 201620min

Lockhart: Expect Yellen to say "cautious and gradual"

Lockhart: Expect Yellen to say "cautious and gradual"

Federal Reserve Bank of Atlanta President Dennis Lockhart previews Janet Yellen's speech today. He speaks with Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy informati...

6 Juni 201612min

Eisenbeis: Fed has to say a rate rise is on the table (Correct)

Eisenbeis: Fed has to say a rate rise is on the table (Correct)

Cumberland Advisors' Robert Eisenbeis discusses how the weak jobs report impacts the Fed's timetable. He joins Tom Keene and Michael McKee on Bloomberg Surveillance. (Corrects name and headline)See om...

6 Juni 201611min

Marks: Major change in rates is far down the road

Marks: Major change in rates is far down the road

Oaktree Capital Group's Howard Marks focuses on the Fed's rate timeline. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

6 Juni 201611min

Clarida: The markets don't believe the Fed

Clarida: The markets don't believe the Fed

PIMCO's Richard Clarida says the Fed should continue with gradual rate hikes. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

6 Juni 201620min

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