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(4330)

Bloomberg Reserve's Elliot: There Is A Right Amount Of Salt

Bloomberg Reserve's Elliot: There Is A Right Amount Of Salt

(Bloomberg) -- Peter Elliot, Editor of Bloomberg Reserve, discusses the delicate art of salting your food.See omnystudio.com/listener for privacy information.

2 Juni 201611min

Kirkegaard: Brexit & A Civil War Inside The Conservative Party

Kirkegaard: Brexit & A Civil War Inside The Conservative Party

(Bloomberg) -- Jacob Kirkegaard, Senior Fellow at the Peterson Institute for International Economics, says that the Brexit campaign is largely about identity politics.See omnystudio.com/listener for p...

2 Juni 201611min

Feroli: We Don't Know The Natural Rate Of Unemployment

Feroli: We Don't Know The Natural Rate Of Unemployment

(Bloomberg) -- Michael Feroli, JP Morgan Chief U.S. Economist, says for the Fed, gauging when to hike interest rates is not an exact science.See omnystudio.com/listener for privacy information.

2 Juni 201612min

Valli: The ECB Is In Wait-And-See Mode

Valli: The ECB Is In Wait-And-See Mode

(Bloomberg) -- Marco Valli, Chief Eurozone Economist at UniCredit, says Mario Draghi is still waiting for ECB stimulus to take hold.See omnystudio.com/listener for privacy information.

2 Juni 20168min

Jalinoos: Dollar Unlikely To Get Significantly Stronger

Jalinoos: Dollar Unlikely To Get Significantly Stronger

(Bloomberg) -- Shahab Jalinoos, Global Head of FX Strategy at Credit Suisee, says that with the Fed glide path falling short of what markets have priced in, the dollar is unlikely to strenghten much f...

2 Juni 201612min

Fry: More millennials live at home with parents (Correct)

Fry: More millennials live at home with parents (Correct)

Richard Fry, senior research fellow at the Pew Research Center, discusses a new Pew study that finds more 18-34-year-olds are living with their parents than living with a spouse or partner than at any...

1 Juni 201611min

Sweig: Doing business in Cuba will be a slow process

Sweig: Doing business in Cuba will be a slow process

CFR's Julia Sweig discusses the economy in Cuba and their want for foreign investment. She speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

1 Juni 201622min

Bloomberg Surveillance: Bloomberg BNA's Aaron Lorenzo On Taxes

Bloomberg Surveillance: Bloomberg BNA's Aaron Lorenzo On Taxes

(Bloomberg) -- The idea of a consumption tax is beginning to float around Washington. Such a proposal would represent a fundamental shift in American tax policy. Bloomberg Surveillance's Tom Keene and...

1 Juni 20165min

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