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(4321)

Paulsen: Attitude on Wall Street has changed since February

Paulsen: Attitude on Wall Street has changed since February

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Kirkpatrick: Facebook's strategy is still growth oriented

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Miller: We've hit an afforadability threshold

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Warne: We continue to think rates will go up slowly

Warne: We continue to think rates will go up slowly

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Drury: The world is fixated on being in an economic expansion

Drury: The world is fixated on being in an economic expansion

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Pomeranz: Putin not on the Panama Papers list

Pomeranz: Putin not on the Panama Papers list

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Newport: Trump has significant negative base around him

Newport: Trump has significant negative base around him

Gallup Poll's Frank Newport weighs in on the Wisconsin primary and victories from Ted Cruz and Bernie Sanders on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for...

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Malpass: skeptical of forward guidance because no crystal ball

Malpass: skeptical of forward guidance because no crystal ball

Encima Global's David Malpass sits down to discuss how he's skeptical of forward guidance from the Fed because noone has a crystal ball on Bloomberg Surveillance with Tom Keene and Michael McKee.See o...

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