Bloomberg Surveillance29 Juli 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.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(4637)

Introducing: Our Town

Our Town from Bloomberg’s Big Take podcast follows residents of Gainesboro, Tennessee, after a group of far-right Christians moves in with plans for a radical social experiment.Listen to Episode 1 on ...

9 Aug 1min

Bloomberg Money: Credit Card Indicators and Golf's Changing Fanbase

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's guests include: Meredith Whitney, CEO of Meredith Whitney Advisory Group David Ke...

7 Aug 42min

Bloomberg Surveillance TV: August 7th, 2026

Featuring: Christopher Verrone, Partner & Chief Market Strategist at Baird Strategas Norman Roule, Senior Adviser: Warfare & Terrorism Program at Center for Strategic & International Studies Gene Ser...

7 Aug 22min

July Jobs Report

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 SweeneyFriday, August 7th, 2026 ...

7 Aug 58min

Instant Reaction: Employers Unexpectedly Shed Jobs; Unemployment Rate Falls

US employers unexpectedly cut jobs in July and hiring in the prior two months was revised lower, suggesting the labor market is weaker than previously thought after surprising strength earlier this ye...

7 Aug 34min

Bloomberg Surveillance TV: August 6th, 2026

Featuring: Bob Elliott, Co-Founder, CEO & CIO of Unlimited Funds Brian Hamilton, Live Switch Chairman Dr. Nela Richardson, Chief Economist & ESG Officer at ADP See omnystudio.com/listener for privacy...

6 Aug 18min

Commodity and Market Prices

6 Aug 28min

Bloomberg Surveillance TV: August 5th, 2026

Featuring: Alicia Levine, Chief Investment Officer at BNY Wealth Ariana Salvatore, Head of US Public Policy Research at Morgan Stanley Andrew Hollenhorst, Chief US Economist at Citi Research See o...

5 Aug 21min