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)

McCaughan: Most economic commentators are confused on Fed

McCaughan: Most economic commentators are confused on Fed

Principal Financial Group's Jim McCaughan discusses global growth and labor markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

26 Maj 201622min

Munster: People will soon think Tim Cook is a genius

Munster: People will soon think Tim Cook is a genius

Piper Jaffray's Gene Munster talks tech with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

26 Maj 201619min

Schenker: Autos are propping up the U.S. economy

Schenker: Autos are propping up the U.S. economy

Prestige Economics' Jason Schenker takes the pulse of the U.S. economy with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

26 Maj 201622min

Swonk: Markets have been more right than the Fed on dot plots

Swonk: Markets have been more right than the Fed on dot plots

DS Economics' Diane Swonk weighs in on Fed rate hikes on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

26 Maj 201620min

Collender: Global economy must crash before Congress acts

Collender: Global economy must crash before Congress acts

Qorivs MSLGROUP's Stan Collender vents his frustration at inaction in Congress. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

26 Maj 20168min

Bory: Corporate bonds tend to track Treasury moves

Bory: Corporate bonds tend to track Treasury moves

Wells Fargo's George Bory shares his cautious outlook for corporate credit. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

26 Maj 201612min

Blackwill & Harris on "War By Other Means"

Blackwill & Harris on "War By Other Means"

Authors Robert Blackwill and Jennifer Harris discuss their book "War By Other Means" with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

25 Maj 201619min

Lignos: Market is repricing in higher Fed rates this year

Lignos: Market is repricing in higher Fed rates this year

RBC's Elsa Lignos weighs in on dollar strength on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

25 Maj 201611min

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