Stocks Await Key Jobs Figure

Stocks Await Key Jobs Figure

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 4th, 2025
Featuring:
1) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, joins to discuss his S&P target, the broadening of the equity rally, and opportunities in small caps. Wall Street strategists see signs that investors are becoming more concerned about Federal Reserve independence as President Donald Trump seeks to impose his will on the central bank and pushes for interest-rate cuts.
2) Constance Hunter, Chief Economist at EIU, discusses recent eco data and what it portends about the path of rate cuts in 2025, not just September. Positioning in stock, bond and gold markets suggests that investors are preparing for a potential rise in inflation, according to the team at JPMorgan Chase.
3) Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, joins to discuss President Trump's economic and political priorities. President Trump asked the US Supreme Court to uphold his global tariffs, seeking review in a case that could affect trade and give him broad new leverage over the world economy.
4) Ben McMillan, CIO at IDX Advisors, talks about the record rise in gold and the return of the bond vigilantes. Analysts at Goldman Sachs Group say that growing concerns regarding US institutional credibility are creating significant tail risks that could lead to commodity price spikes, including in gold.

See omnystudio.com/listener for privacy information.

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Wraith: UK more dynamic than euro zone

Wraith: UK more dynamic than euro zone

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Wraith: sterling's slide can have benefits

Wraith: sterling's slide can have benefits

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25 Helmi 201612min

8am-9am ET: Wraith & Behravesh

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Corr: oil producing countries in market share battle

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Corr Analytics' Anders Corr says oil producing countries are in a market share battle. He also discusses how the U.S. presidential election is affecting overseas markets. He speaks on Bloomberg Survei...

24 Helmi 201611min

Hardman: pound volatility will increase

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Bank of Tokyo-Mitsubishi UFJ's Lee Hardman says that there will be even bigger swings in sterling, as we count down to the 'Brexit' vote. He joins Tom Keene and Michael McKee on Bloomberg Surveillance...

24 Helmi 201611min

Weidmann: central bank measures must not be counterproductive

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Germany's central bank chief Jens Weidmann says that some instruments in the toolbox are more problematic than others. He speaks to Hans Nichols, on Bloomberg Surveillance with Tom Keene and Michael M...

24 Helmi 201611min

Slok: this is not a credit crunch

Slok: this is not a credit crunch

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24 Helmi 20168min

8am-9am ET: Rattner, Slok, Weidmann & Hardman

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Willett Advisors Chairman Steve Rattner says there's a lot of fear in the investment community. Deutsche Bank's Torsten Slok asks: where is the credit crunch? Germany's central bank chief Jens Weidman...

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