Fed Easing and Tariffs

Fed Easing and Tariffs

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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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Rolland: Apple standoff with FBI has global implications

Rolland: Apple standoff with FBI has global implications

FBR Capital Markets' Analyst Christopher Rolland says that if Apple is forced to give the U.S. government a backdoor into its devices, then other countries like Saudi Arabia could abuse this to track ...

26 Feb 20168min

Murray: UK can cut red tape by leaving EU

Murray: UK can cut red tape by leaving EU

Bloomberg Intelligence's Jamie Murray says the UK can cut regulatory burdens by leaving the EU. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy i...

26 Feb 201612min

8am-9am ET: Murray, Rolland, Piegza & Herrmann

8am-9am ET: Murray, Rolland, Piegza & Herrmann

Bloomberg Intelligence's Jamie Murray weighs the risk of 'Brexit.' FBR Capital Markets' Christopher Rolland discusses the latest developments in Apple's standoff with the FBI. Stifel's Lindsey Piegza ...

26 Feb 201642min

Ghahramani: there will be investment opportunities in Iran

Ghahramani: there will be investment opportunities in Iran

SGH Macro Advisors' Sassan Ghahramani speaks about the elections in Iran and effects on geopolitical calculations on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener...

26 Feb 201611min

Ghahramani: G-20 needs to assure markets

Ghahramani: G-20 needs to assure markets

SGH Macro Advisors' Sassan Ghahramani says the G-20 needs to deliver the message that policy makers aren't out of ammunition on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.c...

26 Feb 201611min

Hormats: china working to improve communication to markets

Hormats: china working to improve communication to markets

Kissinger Associates' Bob Hormats discusses generational shifts in China as the G-20 meets in Shanghai on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privac...

26 Feb 20168min

Hormats: countries need to be concerned about devaluation

Hormats: countries need to be concerned about devaluation

Kissinger Associates' Robert Hormats says countries are most worried about competitive currency devaluation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for p...

26 Feb 201612min

7am-8am ET: Hormats & Ghahramani

7am-8am ET: Hormats & Ghahramani

Kissinger Associates' Bob Hormats says most countries are concerned about the amount of currency volatility and competitive currency devaluation. SGH Macro Advisors' Sassan Ghahramani discusses the G-...

26 Feb 201642min

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