Fed Easing and Tariffs
Bloomberg Surveillance25 Aug 2025

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.

Avsnitt(4318)

Markets Press on Amid Fed Pressure

Markets Press on Amid Fed Pressure

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 18th, 2025Featuring:1) Wei Li, Global Chief Investment Strategist at B...

18 Juli 202540min

Single Best Idea with Tom Keene: Glenn Hubbard & Frances Donald

Single Best Idea with Tom Keene: Glenn Hubbard & Frances Donald

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Glenn Hubbard & Frances Donald. Watch Tom and Paul LI...

17 Juli 20254min

Bloomberg Surveillance TV: July 17th, 2025

Bloomberg Surveillance TV: July 17th, 2025

- Torsten Slok, Chief Economist at Apollo- Jim Bullard, Dean: Purdue University Business School- Jim DeMare, President: Global Markets at Bank of America- Scott Kirby, United Airlines CEOTorsten Slok,...

17 Juli 202539min

Inflation and Fed Independence

Inflation and Fed Independence

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 17th, 2025Featuring:1) Glenn Hubbard, Dean Emeritus at Columbia Busine...

17 Juli 202537min

Single Best Idea with Tom Keene: David Malpass & Amanda Lynam

Single Best Idea with Tom Keene: David Malpass & Amanda Lynam

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with David Malpass & Amanda Lynam. Watch Tom and Paul LIVE...

16 Juli 20254min

Bloomberg Surveillance TV: July 16th, 2025

Bloomberg Surveillance TV: July 16th, 2025

- David Malpass, former President at the World Bank- Devin Ryan, Managing Director at Citizens- Pierre Ferragu, Head: Global Technology at New Street Research- Kara Murphy, CIO at Kestra Investment Ma...

16 Juli 202521min

Tariffs, Inflation, and Bank Earnings

Tariffs, Inflation, and Bank Earnings

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 16th, 2025Featuring:1) Amanda Lynam, Head of Macro Credit Research at ...

16 Juli 202534min

Single Best Idea with Tom Keene: Barry Ritholtz & Gene Munster

Single Best Idea with Tom Keene: Barry Ritholtz & Gene Munster

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Barry Ritholtz & Gene Munster. Watch Tom and Paul LIV...

15 Juli 20254min

Populärt inom Business & ekonomi

badfluence
framgangspodden
rss-jossan-nina
varvet
uppgang-och-fall
rss-borsens-finest
rss-svart-marknad
avanzapodden
fill-or-kill
bathina-en-podcast
dynastin
rss-inga-dumma-fragor-om-pengar
svd-tech-brief
lastbilspodden
borsmorgon
rss-kort-lang-analyspodden-fran-di
rss-dagen-med-di
rss-den-nya-ekonomin
24fragor
market-makers