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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Sinche: Wage numbers have not been increasing

Sinche: Wage numbers have not been increasing

Amhert Pierpont's Robert Sinche on global market reaction to the U.S. Jobs Report. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy informat...

6 Maj 20168min

Maley: Retail ETF is rolling over

Maley: Retail ETF is rolling over

Miller Tabak's Matt Matley discusses equities and the jobs report. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

6 Maj 201612min

Gross: The Fed has to support the long bond market

Gross: The Fed has to support the long bond market

Janus Capital Fund Manager, Bill Gross joins for reaction out of the April U.S. Employment Report. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for ...

6 Maj 201622min

Glassman: Extra innings for a full recovery in the jobs market

Glassman: Extra innings for a full recovery in the jobs market

JP Morgan Senior Economist James Glassman discusses Jobs Day and how the job market is in the 7th inning of the job recovery. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See o...

6 Maj 201620min

Thin: The days of volatility will be with us for a while

Thin: The days of volatility will be with us for a while

Brown Brothers' Win Thin discusses currencies and exchange rates with big swings in the Dollar. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for pri...

5 Maj 20168min

Brown: Inflation pressure is still contained

Brown: Inflation pressure is still contained

Raymond James Financial's Scott Brown discusses the market and how prices are not to perfection as the economy is still expanding. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance....

5 Maj 201622min

Admati: Healthier banking system is precursor to better growth

Admati: Healthier banking system is precursor to better growth

Standford Professor and Author Anat Admati says there are alot of ugly politics in the Eurozone. She speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener for pr...

5 Maj 201620min

Belski: The easy trade is the Fed will remain dovish

Belski: The easy trade is the Fed will remain dovish

BMO Capital's Brian Belski sits down to discuss the probability of a Fed rate hike in June and the likelihood of raising rates before the general election on Bloomberg Surveillance with Tom Keene and ...

5 Maj 201620min

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