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(4325)

Carson: 1 out of 5 jobs in Indiana is manufacturing

Carson: 1 out of 5 jobs in Indiana is manufacturing

Congressman Andre Carson discusses the Indiana Primary and how Ted Cruz has now dropped out as well as wins for Trump and Sanders. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance....

4 Maj 201611min

Schenker: Labor market might start to slow

Schenker: Labor market might start to slow

Prestige Economics' Jason Schenker discusses unit labor costs and having price pressure. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy in...

4 Maj 201611min

Krueger: Ted Cruz drops out of the race

Krueger: Ted Cruz drops out of the race

Guggenheim's Securities Chris Krueger discusses the Indiana Primary election with Tump and Sanders both defeating out their rivals. He speaks witih Tom Keene and Michael McKee on Bloomberg Surveillanc...

4 Maj 201620min

Lesser: CEOs looking for growth when growth is hard to find

Lesser: CEOs looking for growth when growth is hard to find

Boston Consulting Group's Richard Lesser weighs in on where CEOs are looking for growth in a world where growth is hard to find on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudi...

4 Maj 201622min

York: We've had a confusing oil and commodity market

York: We've had a confusing oil and commodity market

Wood Mackenzie's Skip York sits down to discuss oil and correlations breaking down with other markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy...

4 Maj 201620min

Winters: We are reluctant activist investors

Winters: We are reluctant activist investors

Wintergreen Advisors' David Winters weighs in on the annual meeting of Berkshire Hathaway and activist investors on Bloomberg Surveillance with Michael McKee and David Gura.See omnystudio.com/listener...

4 Maj 201622min

Roth: College admissions look for signals of student interest

Roth: College admissions look for signals of student interest

Standford Universities Professor Alvin Roth discusses college admissions and how it's a congested market place. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/...

3 Maj 201611min

Valliere: Sanders young voters might vote for Trump

Valliere: Sanders young voters might vote for Trump

Horizon Investments Gregory Valliere discusses the current primary elections with Trump, Cruz, Clinton and Sanders. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio....

3 Maj 201623min

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