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)

Mather: Back To A 'Normal' Jobs Report

Mather: Back To A 'Normal' Jobs Report

(Bloomberg) -- Scott Mather, CIO at PIMCO, says that markets shouldn't read too much into today's disappointing jobs report.See omnystudio.com/listener for privacy information.

3 Juni 201611min

Stanley: The Economist Is Getting Tighter

Stanley: The Economist Is Getting Tighter

(Bloomberg) -- Steohen Stanley, Chief Economist at Amherst Pierpont, says that despite a disappointing jobs report the Fed is still on track to hike rates in July.See omnystudio.com/listener for priva...

3 Juni 20168min

Blanchflower: The U.S. Is Not At Full Employment

Blanchflower: The U.S. Is Not At Full Employment

(Bloomberg) -- Danny Blanchflower, Professor of Economics at Dartmouth, says that despite optimistic commentaries from Fed officials, all is not well with the U.S. economy.See omnystudio.com/listener ...

3 Juni 201612min

Gross: Low Interest Rates Are Destructive

Gross: Low Interest Rates Are Destructive

(Bloomberg) -- Bill Gross of Janus Capital discusses the disappointing jobs report and the effect it might have on Janet Yellen's decision-making process.See omnystudio.com/listener for privacy inform...

3 Juni 201622min

Glassman: We Should Expect Slower Job Growth

Glassman: We Should Expect Slower Job Growth

(Bloomberg) -- James Glassman, JP Morgan Senior Economist, says that as we make progress towards full employment, we should expect job growth to slow down.See omnystudio.com/listener for privacy infor...

3 Juni 201620min

Krueger: The 'Gig Economy' Is Not Reflected In The Data

Krueger: The 'Gig Economy' Is Not Reflected In The Data

(Bloomberg) -- Alan Krueger, Economics Professor at Princteon, says that we need to do a better job of measuring the so-called 'gig economy.'See omnystudio.com/listener for privacy information.

3 Juni 201622min

Ward: I Don't Scare Easily

Ward: I Don't Scare Easily

(Bloomberg) -- Howard Ward, Gamco Investors CIO, says he doesn't see a recession on the horizon.See omnystudio.com/listener for privacy information.

3 Juni 201623min

Bloomberg Surveillance: June 3, 2016 - Hour 1

Bloomberg Surveillance: June 3, 2016 - Hour 1

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUEST: John Silvia Managing Director/Chief Economist Wells Fargo Securities LLCSee omnystudio.com/listener for privacy informati...

3 Juni 201642min

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