Bloomberg Surveillance TV: August 18th, 2025

Bloomberg Surveillance

- Claudia Sahm, Chief Economist at New Century Advisors
- Neil Dutta, Head: US Economic Research at Renaissance Macro
- Gennadiy Goldberg, Head: US Rates Strategy at TD Securities
- Kelly Grieco, Senior Fellow at the Stimson Center

Claudia Sahm, Chief Economist at New Century Advisors, joins to discuss the outlook for markets and the labor market ahead of Jay Powell's Jackson Hole speech. Neil Dutta, Head: US Economic Research at Renaissance Macro, talks about the chances of a September rate cut as mixed data on inflation and the consumer come in. Gennadiy Goldberg, Head: US Rates Strategy at TD Securities, discusses the Fed's rate easing cycle and when it could begin. Kelly Grieco, Senior Fellow at the Stimson Center, breaks down the Trump-Putin summit and what's next for the war in Ukraine.

See omnystudio.com/listener for privacy information.

More description

- Claudia Sahm, Chief Economist at New Century Advisors
- Neil Dutta, Head: US Economic Research at Renaissance Macro
- Gennadiy Goldberg, Head: US Rates Strategy at TD Securities
- Kelly Grieco, Senior Fellow at the Stimson Center

Claudia Sahm, Chief Economist at New Century Advisors, joins to discuss the outlook for markets and the labor market ahead of Jay Powell's Jackson Hole speech. Neil Dutta, Head: US Economic Research at Renaissance Macro, talks about the chances of a September rate cut as mixed data on inflation and the consumer come in. Gennadiy Goldberg, Head: US Rates Strategy at TD Securities, discusses the Fed's rate easing cycle and when it could begin. Kelly Grieco, Senior Fellow at the Stimson Center, breaks down the Trump-Putin summit and what's next for the war in Ukraine.

See omnystudio.com/listener for privacy information.

2025-08-18 29 min Transcript
Listen elsewhere

Available Results

Generated results are saved to your library for reuse and search.

No generated results are available for this episode yet.

Transcript

Open the Transcript tab to load the transcript.

Chapters

No chapters available.