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CPI Reaction and Outlook for Rate Cuts

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Manage episode 505700874 series 3463350
Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 11th, 2025
Featuring:
1) Constance Hunter, Chief Economist at EIU, Erin McLaughlin, Economist at The Conference Board, and Mike McKee, International Economics & Policy correspondent with Bloomberg News, react to CPI. Expectations that the Fed will resume monetary easing this month have soared in recent weeks, as data increasingly point to a US labor market under strain.
2) Anna Wong, Chief Economist at Bloomberg Economics, brings us into the market open and talks about why the US may be and have been in a recession already. Recently, Anna Wong wrote that downward job revisions highlighted the American economy could currently be experiencing a recession.
3) Sheila Kahyaoglu, Aerospace and Defense Equity Research Analyst at Jeffries, discusses defense and aerospace sectors and opportunities for investment.
4) Heath Terry, Citi Head of Tech and Research, discusses data center and AI investing and becoming the first AI analyst on Wall Street.

See omnystudio.com/listener for privacy information.

  continue reading

4004 episodes

Artwork
iconShare
 
Manage episode 505700874 series 3463350
Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 11th, 2025
Featuring:
1) Constance Hunter, Chief Economist at EIU, Erin McLaughlin, Economist at The Conference Board, and Mike McKee, International Economics & Policy correspondent with Bloomberg News, react to CPI. Expectations that the Fed will resume monetary easing this month have soared in recent weeks, as data increasingly point to a US labor market under strain.
2) Anna Wong, Chief Economist at Bloomberg Economics, brings us into the market open and talks about why the US may be and have been in a recession already. Recently, Anna Wong wrote that downward job revisions highlighted the American economy could currently be experiencing a recession.
3) Sheila Kahyaoglu, Aerospace and Defense Equity Research Analyst at Jeffries, discusses defense and aerospace sectors and opportunities for investment.
4) Heath Terry, Citi Head of Tech and Research, discusses data center and AI investing and becoming the first AI analyst on Wall Street.

See omnystudio.com/listener for privacy information.

  continue reading

4004 episodes

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