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(4360)

Fels: there are constraints on lending in Europe

Fels: there are constraints on lending in Europe

PIMCO's Joachim Fels says the main constraint on lending in Europe is the requirement for banks to hold more capital. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/...

10 Mars 201612min

8am-9am ET: Gartman & Brown

8am-9am ET: Gartman & Brown

Gartman Letter Editor Dennis Gartman previews Mario Draghi's news conference, while Mitsubishi UFJ's Brendan Brown reacts to the ECB President's comments. All this and more on Bloomberg Surveillance w...

10 Mars 201642min

Draghi: measures can spill over to FX markets

Draghi: measures can spill over to FX markets

ECB President Mario Draghi admits that central bank policies can have spillover effects. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pr...

10 Mars 201611min

Draghi: I don't anticipate more rate cuts

Draghi: I don't anticipate more rate cuts

ECB President Mario Draghi says that downside risks have increased, but he doesn't plan to cut rates again after the move today. All this and more on Bloomberg Surveillance with Tom Keene and Michael ...

10 Mars 201611min

Gartman: difficult to get WTI Crude above $40

Gartman: difficult to get WTI Crude above $40

Gartman Letter Editor Dennis Gartman gives his outlook for oil prices, with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

10 Mars 20168min

Gartman: if central banks have your back, be bullish

Gartman: if central banks have your back, be bullish

Gartman Letter Editor Dennis Gartman says that investors should be bullish whilst central banks are committed to loose policy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnyst...

10 Mars 201612min

9am-10am ET: Levitt, Emons & Schork

9am-10am ET: Levitt, Emons & Schork

Former SEC Chairman Arthur Levitt says that Donald Trump and Bernie Sanders are political parallels. Leader Capital's Ben Emons discusses why Europe is heading deeper into negative rate territory. And...

9 Mars 201642min

Ryding: U.S. productivity is not acceptable

Ryding: U.S. productivity is not acceptable

RDQ's John Ryding says that America has a problem with productivity. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

9 Mars 20168min

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