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How Labor Revisions Could Impact Equities

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Manage episode 505362821 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 9th, 2025
Featuring:
1) Ann Miletti, Head of Active Equity at Allspring Global Investments, joins to discuss staying active in the equity market amid policy uncertainty and concentration risk in markets. Investors in the Treasuries market face a test of bullish sentiment this week from inflation reports and a benchmark revisions for jobs data.
2) Nancy Tengler, CEO at CIO at Laffer Tengler Investments, offers her stock picks and talks about how she's allocating amid labor and policy uncertainty. The market's ability to extend this month's rally will depend on the tone of producer and consumer inflation due Wednesday and Thursday. Traders will follow how the market absorbs the auctions of 3-, 10-, and 30-year Treasuries.
3) Colin Hunt, CEO of Allied Irish Bank (AIB), talks about multinational customer activity, staying competitive in Europe and in Ireland amid US tariffs, and Irish infrastructure deficits.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Washington Post's report on test scores sliding and the Boston Globe story on the "RushTok" sorority craze

See omnystudio.com/listener for privacy information.

  continue reading

4004 episodes

Artwork
iconShare
 
Manage episode 505362821 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 9th, 2025
Featuring:
1) Ann Miletti, Head of Active Equity at Allspring Global Investments, joins to discuss staying active in the equity market amid policy uncertainty and concentration risk in markets. Investors in the Treasuries market face a test of bullish sentiment this week from inflation reports and a benchmark revisions for jobs data.
2) Nancy Tengler, CEO at CIO at Laffer Tengler Investments, offers her stock picks and talks about how she's allocating amid labor and policy uncertainty. The market's ability to extend this month's rally will depend on the tone of producer and consumer inflation due Wednesday and Thursday. Traders will follow how the market absorbs the auctions of 3-, 10-, and 30-year Treasuries.
3) Colin Hunt, CEO of Allied Irish Bank (AIB), talks about multinational customer activity, staying competitive in Europe and in Ireland amid US tariffs, and Irish infrastructure deficits.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Washington Post's report on test scores sliding and the Boston Globe story on the "RushTok" sorority craze

See omnystudio.com/listener for privacy information.

  continue reading

4004 episodes

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