Bloomberg Surveillance29 Heinä 2025

Markets Look Ahead to Fed Decision and Jobs

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 29th, 2025
Featuring:
1) Nisha Patel, Portfolio Manager at Parametric on the big week with the Fed, earnings, and economic data. No one expects the Fed to cut rates, but any shift in guidance or comments from Powell will be key takeaways.
2) Neil Dutta, Head of Economics Renaissance Macro Research, on how Trump won on his terms and the Europeans lost on theirs. Perhaps now that this deal is done (Europe has a slightly higher tariff rate than the UK but same as Japan) they can all pivot to China as a group. China is the surplus country that needs to rebalance. As an aside, the Europeans totally did the Canadians dirty. So much for them getting closer together. No upside for the Canadians to go that route anymore.
3) Peter Tchir, Head: Macro Strategy at Academy Securities, on a fresh look at the jobs JOLTS (I focus the QUIT rate as it is almost a “crowd sourced” measure of sentiment in the labor force. We get ADP, which has been weak, but the market has chosen to ignore. Finally we get the NFP data, where the headline has surpassed expectations the past 3 months, while the underlying details haven’t fully supported that.
4) Kristy Akullian, Head of iShares Investment Strategy, Americas at BlackRock looks to payrolls on Friday as a key indicator of economic health. Consensus surveys point to +109k jobs added in July vs +147k in June. Labor market data has largely surprised to the upside this summer, with the strong beat in June, and now 6 straight weekly drops in initial claims.

See omnystudio.com/listener for privacy information.

Kokeile Premiumia

Nauti 14 päivää ilmaiseksi

Tilaa Premium

Jaksot(4355)

Traders Brace for Economic Data Flood

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, February 10th, 202...

10 Helmi 38min

Single Best Idea with Tom Keene: Richard Clarida & Robert Schiffman

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with former Fed Vice Chair Richard Clarida & Robert Sch...

9 Helmi 3min

Bloomberg Surveillance TV: February 9th, 2026

Featuring: Cameron Dawson, Chief Investment Officer, NewEdge Wealth Amy Gower, Morgan Stanley Head of Metals and Mining Commodity Strategy Dana Peterson, Chief Economist, The Conference Board See om...

9 Helmi 25min

Treasuries Fall as China Asks Banks to Limit US Bond Holdings

9 Helmi 38min

Single Best Idea with Tom Keene: Claudia Sahm & Danielle DiMartino Booth

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with New Century Advisors’ Claudia Sahm & Danielle Di...

6 Helmi 3min

Bloomberg Surveillance TV: February 6th, 2026

Featuring: Brian Levitt, Invesco Global Market Strategist Stephanie Roth, Chief Economist at Wolfe Research Jeannette Lowe, Managing Director: Policy Research for Strategas Securities See omnystudio....

6 Helmi 20min

The Outlook for a Kevin Warsh-Led Fed

6 Helmi 37min

Single Best Idea with Tom Keene: Dan Ives & Robert Schiffman

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Wedbush Securities’ Dan Ives & Robert Schiffman ...

5 Helmi 3min

Kaikki yhdessä sovelluksessa

Kuuntele kaikki suosikkipodcastisi ja -äänikirjasi yhdessä paikassa.

Sinulle valikoitua sisältöä

Podme-sovelluksessa kokoat suosikkisi helposti omaan kirjastoosi. Saat meiltä myös kuuntelusuosituksia!

Jatka kuuntelua koska tahansa

Voit jatkaa siitä mihin jäit, myös offline-tilassa.

Premium

9,99 €/kk

Kaikki premium-podcastit
Ei mainoksia
Ei sitoutumista, peruuta koska tahansa

Aloita 14 päivän kokeilu

Premium

13,99 €/kk

Kaikki premium-podcastit
Ei mainoksia
Ei sitoutumista, peruuta koska tahansa
Yksi lisäkäyttäjä

Kokeile 14 päivää maksutta

Suosittua kategoriassa Liike-elämä ja talous

bakkari-tarinoita-tapahtumien-takahuoneista

Tarinat ja äänet, joita rakastat kuunnella

Kuuntele kaikki suosikkipodcastisi ja -äänikirjasi

Lue lisää