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(4327)

Tannenbaum: Inflation is closer to the two percent target

Tannenbaum: Inflation is closer to the two percent target

Northern Trust's Carl Tannenbaum discusses the Fed and the consideration of raising rates in June. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for ...

10 Maj 201622min

Valliere: Everybody wants to get their debt restructured

Valliere: Everybody wants to get their debt restructured

Horizon Investments' Gregory Valliere discussses the primary elections and where Trump falls on the spectrum in regards to his policy. He speaks with Tom Keene and Michael McKee on Bloomberg Surveilla...

10 Maj 201611min

Rosenberg: Fed policy has controlled rates across yield curve

Rosenberg: Fed policy has controlled rates across yield curve

BlackRock's Jeffrey Rosenberg sits down to discuss Fed policy and its impact on the yield curve on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy infor...

10 Maj 201620min

Todd: Some Republicans think stain of Trump hard to wash away

Todd: Some Republicans think stain of Trump hard to wash away

NBC's Chuck Todd discusses the Republican party ahead of the convention on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Maj 201611min

Swanson: I don't think Fed rate hike changes landscape

Swanson: I don't think Fed rate hike changes landscape

MFS's James Swanson weighs in on the effect a Fed rate hike has on the consumer on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Maj 201611min

Piegza: Early indication that wages are picking up

Piegza: Early indication that wages are picking up

Stifel Nicolaus' Lindsey Piegza discusses job creation and waiting for upward momentum. She speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy in...

10 Maj 201611min

Dunkelberg: It's been a sub-normal recovery

Dunkelberg: It's been a sub-normal recovery

Liberty Bell Bank Chairman William Dunkelberg discusses the National Federation of Independent Business. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

10 Maj 20168min

Levy: All the candidates have a plan

Levy: All the candidates have a plan

Berenberg's Chief Economist Mickey Levy discusses Trump, Clinton and Bernie Sanders plans under their campaign platforms. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnys...

10 Maj 201612min

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