Markets Look Ahead to Fed Decision and Jobs
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.

Avsnitt(4383)

Single Best Idea with Tom Keene: Ziad Daoud & Michael Nierenberg

Single Best Idea with Tom Keene: Ziad Daoud & Michael Nierenberg

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Ziad Daoud from Bloomberg Economics and Michael ...

13 Mars 4min

Bloomberg Surveillance TV: March 13th, 2026

Bloomberg Surveillance TV: March 13th, 2026

Featuring: Eugene Seroka, Port of Los Angeles Executive Director Lt. General Robert Walsh, Board Member of the Navy Mutual Aid Association Rachel Ziemba, Adjunct Senior Fellow at the Center for New A...

13 Mars 21min

Trump Warns Iran of New Strikes, Private Credit Concerns

Trump Warns Iran of New Strikes, Private Credit Concerns

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 & Alexis ChristoforousThursday, March 13...

13 Mars 27min

Single Best Idea with Tom Keene: Ed Morse & Audrey Childe-Freeman

Single Best Idea with Tom Keene: Ed Morse & Audrey Childe-Freeman

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Hartree Partners’ Ed Morse & Audrey Childe-Freem...

12 Mars 4min

Bloomberg Surveillance TV: March 12th, 2026

Bloomberg Surveillance TV: March 12th, 2026

Featuring: Keith Lerner, CEO & Chief Market Strategist at Truist Advisory Services Dr. Jorge Leon, Senior VP & Head of Geopolitical Analysis at Rystad Energy Libby Cantrill, Managing Director & Head ...

12 Mars 19min

The Risks of a Prolonged Iran War

The Risks of a Prolonged Iran War

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 & Alexis ChristoforousThursday, March 12t...

12 Mars 45min

Bloomberg Surveillance TV: March 11th, 2026

Bloomberg Surveillance TV: March 11th, 2026

Featuring: Stephen Auth, Executive VP & Chief Investment Officer: Equity at Federated Global Investment Management Dean of the Purdue Business School & Former St. Louis Fed President James Bullard Sa...

11 Mars 20min

Oil Surge Overshadows Tame US CPI

Oil Surge Overshadows Tame US CPI

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 & Damian Sassower Featuring:1) Troy Ludt...

11 Mars 30min

Populärt inom Business & ekonomi

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