Fed Easing and Tariffs
Bloomberg Surveillance25 Aug 2025

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(4317)

Hass: Valeant is under pressure

Hass: Valeant is under pressure

Lightwater Partners' Jerome Hass says Valeant shares aren't a good bet. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Levitt: accounting is an art form

Levitt: accounting is an art form

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Koons:n Valeant's reputation on the line

Koons:n Valeant's reputation on the line

Bloomberg's Cynthia Koons discussing Valeant and whether they can pay down their debt and continue to sell their drugs on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/lis...

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Kennedy: hopeful for this Red Sox baseball season

Kennedy: hopeful for this Red Sox baseball season

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Swonk:home ownership on the rise

Swonk:home ownership on the rise

DSEconomics' Diane Swonk discussing demographics and higher home ownerships than in the year 2000 on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy inf...

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Swonk: manufacturing sector bottoming out

Swonk: manufacturing sector bottoming out

DSEconomics' Diane Swonk says the manufacturing sector looks like it is bottoming out but coming back a bit on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for p...

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Herro: political uncertainty reflected in the markets

Herro: political uncertainty reflected in the markets

Harris Associates' David Herro weighs in on the political primaries on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

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Herro: global share prices have a buying opportunity

Herro: global share prices have a buying opportunity

Harris Associates' David Herro weighs in on a strong global consumer and a buying opportunity of global share prices on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/liste...

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