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.

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Bremmer: Passion and turnout will be for the Brexit vote

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Goetzmann: Financial engineering goes back 5,000 years

Goetzmann: Financial engineering goes back 5,000 years

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Schmitz: People in China are struggling to keep up with change

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17 Maj 201611min

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Selig: Administration laser-focused on trade deals

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Zandi: Housing market is healthy

Zandi: Housing market is healthy

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17 Maj 201622min

Cassidy: Dimon has taken JPM to the top

Cassidy: Dimon has taken JPM to the top

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Todd: Clinton limping to the finish line

Todd: Clinton limping to the finish line

NBC's Chuck Todd weighs in on the Kentucky and Oregon primaries on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

17 Maj 201611min

Belski: U.S. economic stability is improving

Belski: U.S. economic stability is improving

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