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)

Lee: In the U.S. manufacturing is not that big of a deal

Lee: In the U.S. manufacturing is not that big of a deal

Citi Economic Research Group's William Lee, discusses jobs report ahead of Friday's release. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privac...

1 Juni 201622min

Juckes: The ECB at the moment is doing nothing

Juckes: The ECB at the moment is doing nothing

Societe Generale Kit Juckes discusses world markets and economy. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

1 Juni 201620min

Lake: Yellen is "best we have right now"

Lake: Yellen is "best we have right now"

Economist Intelligence's Joseph Lake discusses the U.S. economy moving in two speeds. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information...

1 Juni 201622min

Marshall: Need more attention on manufacturing (Correct)

Marshall: Need more attention on manufacturing (Correct)

Transnational Strategy Group's Dana Marshall discusses international trade on Bloomberg Surveillance with Tom Keene and Michael McKee. (Corrects headline misspelling)See omnystudio.com/listener for pr...

31 Maj 201619min

Greene: Why Europe's Lousy Deal w/Turkey Won't Work

Greene: Why Europe's Lousy Deal w/Turkey Won't Work

(Bloomberg) -- Megan Greene, chief economist at Manulife Asset Managment, discusses economies, the Federal Reserve, and the European Union.See omnystudio.com/listener for privacy information.

31 Maj 201622min

Todd: Libertarian ticket has my attention

Todd: Libertarian ticket has my attention

NBC's Chuck Todd discusses how the Libertarian party will affect the presidential race on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

31 Maj 201611min

Johnson: Economic numbers are a mixed bag

Johnson: Economic numbers are a mixed bag

The American College's Robert Johnson weighs in on the Fed and a potential rate hike on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

31 Maj 201611min

Zakaria: Many CEOs attribute success to liberal arts education

Zakaria: Many CEOs attribute success to liberal arts education

Author of "In Defense of a Liberal Education" Fareed Zakaria sits down to discuss education in America on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privac...

31 Maj 201620min

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