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(4312)

Admati: banks taking resources from rest of the economy

Admati: banks taking resources from rest of the economy

Stanford's Anat Admati says it shouldn't be a national objective for U.S. banks to be globally competitive. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener ...

25 Feb 201612min

Finkelstein: political race attracting more business candidates

Finkelstein: political race attracting more business candidates

Tuck School of Business Professor Sydney Finkelstein discusses his new book "Superbosses" and weighs in on the U.S. political race. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee...

25 Feb 201611min

Piazza: oil needs to see better sentiment on the demand side

Piazza: oil needs to see better sentiment on the demand side

Bloomberg's Vince Piazza says there is still a lot of wood to chop when it comes to oil and markets need to see better sentiment from the demand side before prices start to stabilize. He speaks on Blo...

25 Feb 201611min

Jacobsen: the Yen remains the most important Asia currency

Jacobsen: the Yen remains the most important Asia currency

Saxobank's Steen Jacobsen says China has the ability to contain its problems and so the Yen is where investors need to pay attention. He speaks on Bloomberg Surveillance with Tom Keene and Michael McK...

25 Feb 20168min

Jacobsen: markets will see volatility in March

Jacobsen: markets will see volatility in March

Saxobank's Steen Jacobsen weighs in on the markets in March and why he expects more volatility. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pri...

25 Feb 201612min

7am-8am ET: Jacobsen, Piazza & Finkelstein

7am-8am ET: Jacobsen, Piazza & Finkelstein

Saxobank's Steen Jacobsen says March will be ugly for the markets and economic data. Bloomberg's Vince Piazza discusses oil production and the impact on oil prices. Tuck School of Business Professor S...

25 Feb 201642min

9am-10am ET: Admati, Levitt, Weisenthal & Elliot

9am-10am ET: Admati, Levitt, Weisenthal & Elliot

Stanford's Anat Admati says banks are taking away resources from the rest of the economy. Former SEC Chairman Arthur Levitt discusses the relationship between state and federal regulators in the pursu...

25 Feb 201642min

Elliot: restaurant landlords are holding out for better deals

Elliot: restaurant landlords are holding out for better deals

Bloomberg's Peter Elliot says that most landlords of dining spaces are prepared to hold out for a restaurant that will pay top dollar. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.Se...

25 Feb 201611min

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