Shows
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Claudia Sahm & Jurrien TimmerTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with New Century Advisors’ Claudia Sahm & Jurrien Timmer of Fidelity Investments. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2026-02-1104 min
Breaking News | Latest EpisodesSingle Best Idea with Tom Keene: Claudia Sahm & Jurrien Timmer Podcast: Bloomberg Surveillance (LS 58 · TOP 0.5% what is this?)Episode: Single Best Idea with Tom Keene: Claudia Sahm & Jurrien TimmerPub date: 2026-02-11Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationListen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watc...
2026-02-1104 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Claudia Sahm & Danielle DiMartino BoothTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with New Century Advisors’ Claudia Sahm & Danielle DiMartino Booth of QI Research. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2026-02-0603 minBreaking News | Latest EpisodesSingle Best Idea with Tom Keene: Claudia Sahm & Danielle DiMartino Booth Podcast: Bloomberg Surveillance (LS 58 · TOP 0.5% what is this?)Episode: Single Best Idea with Tom Keene: Claudia Sahm & Danielle DiMartino BoothPub date: 2026-02-06Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationThe economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mor...
2026-02-0603 min
Wealth Formula by Buck Joffrey544: Why the Sahm Rule Matters — and Why the Big Picture Matters MoreThis week’s episode of Wealth Formula features an interview with Claudia Sahm, and I want to share a quick takeaway before you listen — because she’s often misunderstood in the headlines.
First, a quick explanation of the Sahm Rule, in plain English.
The rule looks at unemployment and asks a very simple question:Has the unemployment rate started rising meaningfully from its recent low?
Specifically, if the three-month average unemployment rate rises by 0.5% or more above its lowest level over the past year, the Sahm Rule is triggered. Historically, that has happen...
2026-02-0349 min
Wealth Formula Podcast544: Why the Sahm Rule Matters — and Why the Big Picture Matters MoreThis week's episode of Wealth Formula features an interview with Claudia Sahm, and I want to share a quick takeaway before you listen — because she's often misunderstood in the headlines. First, a quick explanation of the Sahm Rule, in plain English. The rule looks at unemployment and asks a very simple question: Has the unemployment rate started rising meaningfully from its recent low? Specifically, if the three-month average unemployment rate rises by 0.5% or more above its lowest level over the past year, the Sahm Rule is triggered. Historically, that has happened early in every U.S. recession since World War II...
2026-02-0148 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Neil Dutta & Claudia SahmTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Renaissance Macro’s Neil Dutta & Claudia Sahm of New Century Advisors. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2026-01-3003 minBreaking News | Latest EpisodesSingle Best Idea with Tom Keene: Neil Dutta & Claudia Sahm Podcast: Bloomberg Surveillance (LS 58 · TOP 0.5% what is this?)Episode: Single Best Idea with Tom Keene: Neil Dutta & Claudia SahmPub date: 2026-01-30Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationThe economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: htt...
2026-01-3003 min
On the Balance Sheet®“Last Cut Under the Powell Fed” with Claudia SahmIn the highly anticipated season 5 opener, the guys are joined by Claudia Sahm, Chief Economist at New Century Advisors and architect of the famous “Sahm Rule.” Claudia provides her thoughts on the resilience of the US economy, key elements to be aware of on the unemployment and inflation fronts, Fed rate expectations and whether we are at risk of a policy error, and why she remains cautiously optimistic for 2026.For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.
2026-01-1639 minBreaking News | Latest EpisodesSingle Best Idea with Tom Keene: Neil Dutta & Claudia Sahm Podcast: Bloomberg Surveillance (LS 58 · TOP 0.5% what is this?)Episode: Single Best Idea with Tom Keene: Neil Dutta & Claudia SahmPub date: 2026-01-09Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationThe economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: htt...
2026-01-0904 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Neil Dutta & Claudia SahmTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Renaissance Macro’s Neil Dutta & Claudia Sahm of New Century Advisors. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2026-01-0904 min
Bloomberg TalksClaudia Sahm Talks US UnemploymentApplications for US unemployment benefits decreased by 16,000 to 199,000 in the week ended Dec. 27, falling to one of the lowest levels this year. Claudia Sahm, chief economist at New Century Advisors, examines the data.See omnystudio.com/listener for privacy information.
2025-12-3109 min
IMF PodcastsClaudia Sahm on how Private Data can Augment Official StatisticsWhile official statistics compiled by government agencies are still considered the most reliable, policymakers are increasingly using private data to get around their limitations. Claudia Sahm is a former principal economist at the Federal Reserve Board of Governors and has studied the growing role of alternative data in monetary policy. In this podcast, Sahm says the immediacy and granularity of private company data should serve as a complement to traditional data, not as a substitute. Transcript: https://bit.ly/3MH31X6 Read the article at IMF.org/fandd
2025-12-1821 min
LIFESTYLE SCHLANK - abnehmen ohne Diät350 Trotzessen: Wie strikte Verbote Teilnehmerin Claudias Abnahme blockierten & wie Abnehmen ohne Verzicht funktioniertAußerdem lernt sie, dass Abnehmen auch ohne Verzicht und Verbote funktioniert. Wie auch du ohne Verbote und Verzicht abnehmen und innere Widerstände gegen das Abnehmen überwinden kannst, erfährst du in dieser Podcastfolge.
In der heutigen Podcastfolge spreche ich mit Claudia, einer ehemaligen Teilnehmerin meines Lifestyle Schlank Online Programms. Bereits im Alter von 7 Jahren setzte ihre Mutter sie zum ersten Mal auf Diät. Während sie ein Knäckebrot aß, musste sie zusehen, wie ihr Bruder alles essen durfte, was er wollte. Kein Wunder, dass Claudia einen inneren Rebell entwickelte, der sich auch im Erwachsenenalter gegen das Abne...
2025-11-251h 01
Bloomberg SurveillanceBloomberg Surveillance TV: November 21st, 2025 Stephen Miran, Federal Reserve Governor Gil Luria, Head of Technology Research at DA Davidson Claudia Sahm, Chief Economist at New Century Advisors Ulrike Hoffman-Burchardi, CIO of Global Equities at UBS Global Wealth Management Federal Reserve Governor Stephen Miran discusses why recent economic data should push policymakers in a dovish direction. Gil Luria, Head of Technology Research at DA Davidson, explains why he’s remaining bullish on Nvidia. Claudia Sahm, Chief Economist at New Century Advisors, on the growing divide between Fed policymakers. Ulrike Hoffman-Burchardi, CIO of Global Equities at UBS Global Wealth Management, gives her assessment of recent market volati...
2025-11-2131 min
You’re In Business"We Are More Fragile Than We Think" | Claudia SahmThis week on "You're in Business", Claudia Sahm provides the clearest answers yet on the Fed's independence. She is the chief economist at New Century Advisors and former Fed Section Chief. The health of the economy in the face of tariff uncertainty is finally showing in the data.
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00:00 Show Open, Gold Prices
03:03 Fed’s View on XAU Rally
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2025-10-2846 min
Moody's Talks - Inside EconomicsClaudia Sahm on the Muddling EconomyClaudia Sahm, Chief Economist at New Century Advisors, joins Inside Economics to discuss a bevy of topics, including today’s belated Consumer Price Index release, the lack of other government data, AI and the labor market, stock market valuations, and the risks to the economy that are top of mind for her. Mark teases a new esoteric vocabulary word but fails to reveal it…stay tuned.Guest: Claudia Sahm – Chief Economist, New Century AdvisorsFor more from Claudia Sahm, check out her Substack here: https://substack.com/@stayathomemacroGuest: Matt Colyar – Assistant Director, Moody's...
2025-10-241h 11
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Claudia Sahm & Amy Wu SilvermanTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Amy Wu Silverman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2025-10-0303 min
Prof G MarketsWhat Happens if the Fed is Compromised — ft. Claudia SahmEd and Scott are joined by Claudia Sahm, chief economist at New Century Advisors and former Fed Section Chief, for a conversation on the Fed’s independence. Claudia weighs in on the health of the U.S. economy, the growing concentration in the stock market, and where she sees recession risks right now.
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2025-10-0344 minBloomberg SurveillanceBloomberg Surveillance TV: September 19th, 2025- James Bullard, former St. Louis Fed President and Dean of Purdue Business School- Claudia Sahm, Chief Economist at New Century Advisors- Marissa Adams, Head: Global Trade Solutions at HSBC- Jeannette Lowe, Director: Policy Research at Strategas Securities James Bullard, former St. Louis Fed President and Dean of Purdue Business School, discusses this week's Fed decision and the outlook for rates and labor in the US. Jeannette Lowe, Director: Policy Research at Strategas Securities, discusses Federal spending priorities and recent political headlines. Marissa Adams, Head: Global Trade Solutions at HSBC, discusses...
2025-09-1929 min
It's the Democracy, Stupid (formerly "The Big Picture") Featured InterviewsWCPT 820 Interview: Claudia SahmEdwin Eisendrath is joined by Claudia Sahm, chief economist at New Century Advisors, and former Federal Reserve economist. Sahm discussed the economic impact of the Trump administration's policies, highlighting the regressive nature of tariffs and their potential to reshape trade and the economy. Sahm also talked about the administration's aggressive use of executive power and the uncertainty it creates. She explained the Federal Reserve's dual mandate of maximum employment and stable prices, the importance of its independence in maintaining economic stability, and the challenges of balancing inflation and recession risks. Catch “The Big Picture with Edwin...
2025-09-1533 minBloomberg SurveillanceSingle Best Idea with Tom Keene: Claudia Sahm & Tina FordhamTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm and Tina Fordham Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2025-09-1203 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Rebecca Patterson & Claudia SahmTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rebecca Patterson & Claudia Sahm. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2025-09-0503 minBreaking News | Latest EpisodesSingle Best Idea with Tom Keene: Rebecca Patterson & Claudia Sahm Podcast: Bloomberg Surveillance (LS 58 · TOP 0.5% what is this?)Episode: Single Best Idea with Tom Keene: Rebecca Patterson & Claudia SahmPub date: 2025-09-05Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationThe economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: htt...
2025-09-0503 min
The Blunt DollarClaudia Sahm: The Wild Birth of the Sahm Rule (and How It Broke)In this episode of The Blunt Dollar, I sit down with Claudia Sahm, a renowned economist, recession expert, and creator of the famous Sahm Rule, one of the most closely watched early indicators of U.S. recessions. Claudia spent over a decade at the Federal Reserve, later advised the White House, and now serves as Chief Economist at New Century Advisors. We explore her fascinating career path, the story behind the Sahm Rule, and why good economic policy must blend rigorous data with empathy and an eye for dignity.Here’s what we cover:
2025-08-261h 00Bloomberg SurveillanceBloomberg Surveillance TV: August 18th, 2025- 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 CenterClaudia 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...
2025-08-1829 minBloomberg SurveillanceBloomberg Surveillance TV: July 30th, 2025- Jim Bullard, Business School Dean at Purdue University- Joseph Amato, CIO: Equities at Neuberger Berman- Heidi Crebo-Rediker, Adjunct Senior Fellow at the Council on Foreign Relations- Claudia Sahm, Chief Economist at New Century Advisors Jim Bullard, Business School Dean at Purdue University, looks ahead to the Fed decision and whether the Fed will signal that it will cut rates. Joseph Amato, CIO: Equities at Neuberger Berman, talks about how earnings from Big Tech companies can help propel the S&P rally. Heidi Crebo-Rediker, Adjunct Senior Fellow at the Council on...
2025-07-3026 minBloomberg SurveillanceBloomberg Surveillance TV: July 21st, 2025- Chris Harvey, Head: Equity Strategy at Wells Fargo- Angelo Zino, Head: Technology at CFRA- Charles Myers, Chairman and founder at Signum Global Advisors- Claudia Sahm, Chief Economist at New Century Advisors Chris Harvey, Head: Equity Strategy at Wells Fargo, talks about market bullishness and whether his S&P target could change should the president fire Fed Chair Jay Powell. Angelo Zino, Head: Technology at CFRA, joins to discuss Big Tech's AI investment and talent poaching as well as the outlook for the broader tech sector. Charles Myers, Chairman and founder...
2025-07-2122 minBloomberg SurveillanceBloomberg Surveillance TV: June 18, 2025- Rafael Grossi, IAEA Director- Jim Bullard, Dean of the Purdue Business School and former St. Louis Fed President- Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock- Claudia Sahm, Chief Economist at New Century AdvisorsRafael Grossi, IAEA Director, joins to discuss the outlook for global energy prices amid the escalating conflict between Israel and Iran. Jim Bullard, Dean of the Purdue Business School and former St. Louis Fed President, looks ahead to today's Fed meeting and discusses whether the Fed will soon cut rates. Gargi Chaudhuri, Chief Investment...
2025-06-1831 minBloomberg SurveillanceBloomberg Surveillance TV: June 9, 2025- Andrew Hollenhorst, Chief US Economist at Citi- Elizabeth Economy, Senior Fellow at the Hoover Institution- Francisco Blanch, Head: Global Commodities at Bank of America- Claudia Sahm, Chief Economist at New Century AdvisorsAndrew Hollenhorst, Chief US Economist at Citi, discuses his outlook for the US economy and why his team is changing their rate cut prediction for 2025. Elizabeth Economy, Senior Fellow at the Hoover Institution, discusses the latest developments in US-China trade negotiations. Francisco Blanch, Head: Global Commodities at Bank of America, talks about the outlook for commodities and oil...
2025-06-0929 minBloomberg SurveillanceBloomberg Surveillance TV: May 8, 2025- Nouriel Roubini, Professor Emeritus of Economics at NYU- Esther George, former President of the Federal Reserve Bank of Kansas City- Kelsey Berro, Executive Director: Fixed Income at JPMorgan Investment Management- Claudia Sahm, Chief Economist at New Century AdvisorsNouriel Roubini, Professor Emeritus of Economics at NYU, reacts to yesterday's Fed decision and explains why he believes the US economy could soon thrive. Esther George, former President of the Federal Reserve Bank of Kansas City, on Wednesday's Fed decision and whether there will be rate cuts in 2025. Kelsey Berro, Executive Director...
2025-05-0825 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Claudia Sahm & Adam PosenTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Adam Posen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2025-05-0205 minBloomberg TalksNew Century Advisors Chief Economist Claudia Sahm Talks Jobs DataNew Century Advisors chief economist and former Federal Reserve economist Claudia Sahm discusses the latest jobs data and the likelihood trade tensions and the current state of the economy could lead to a recession. She speaks with hosts Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.
2025-05-0207 minBloomberg TalksClaudia Sahm, New Century Advisors Chief Economist, Talks Jerome Powell, the Fed, InflationClaudia Sahm, New Century Advisors Chief Economist, discusses the fate of Fed Chair Jerome Powell. Sahm spoke with Bloomberg's Sonali Basak and Katioe Greifeld.See omnystudio.com/listener for privacy information.
2025-04-2110 minBloomberg SurveillanceBloomberg Surveillance TV: February 20, 2025- Scott Bessent, US Treasury Secretary- Gennadiy Goldberg, Head of US Rates Strategy at TD Securities- Claudia Sahm, Chief Economist at New Century AdvisorsUS Treasury Secretary Scott Bessent joins us for an extended conversation on issues affecting the Department of Treasury, DOGE's involvement, and President Trump's fiscal proposals. Gennadiy Goldberg of TD Securities discusses the outlook for interest rates following Wednesday's Fed Minutes. Claudia Sahm, Chief Economist with New Century Advisors, reacts to jobless claims and offers her outlook on the US labor market.See omnystudio.com/listener for privacy...
2025-02-2041 min
The Bull of Wall Street#16 - Dr. Claudia Sahm, Chief Economist, New Century Advisors, Founder of Sahm Consulting (recorded 02/19/25)Dr. Sahm of the famous Sahm rule is a highly regarded expert on monetary and fiscal policy advising the Federal Reserve, White House and Congress. Jim’s conversation with Claudia provides insight into the views of one of the most profound minds on Wall Street at a time when everyone is wondering if we are entering into a recession or in middle of an economic expansion.
2025-02-1959 min
Investing ExpertsClaudia Sahm on U.S. economic effects - the details matterClaudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends, bond vigilantes, and the wildcard of 2025 (18:55). Are tariffs inflationary and who ends up paying them? (23:50) Unpacking the Fed (27:00).Subscribe to Sungarden YARP PortfolioShow Notes:Fed's preferred inflation gauge rises as expectedThat Was Fast - U.S. Tariffs On Mexico DelayedFed Chillin'Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to...
2025-02-0434 minBloomberg SurveillanceBloomberg Surveillance TV: January 3, 2025- Claudia Sahm, Chief Economist at New Century Advisors- Ed Yardeni, President at Yardeni Research- Stephanie Roth, Chief Economist at Wolfe Research- Mark Cabana, Head of US Rates Strategy at Bank of America Claudia Sahm with New Century Advisors looks ahead to the December jobs report due out next Friday. We discuss the equity bull run and how long it can last with Ed Yardeni at Yardeni Research. Stephanie Roth, Chief Economist at Wolfe Research, and Mark Cabana, Head of US Rates Strategy at Bank of America, weigh in on how...
2025-01-0328 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Claudia Sahm & Alan BlinderTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Alan Blinder. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2024-12-0605 minBloomberg SurveillanceBloomberg Surveillance TV: December 2, 2024- Seema Shah, Chief Global Strategist at Principal Asset Management- Ed Mills, Washington Policy Analyst with Raymond James- Claudia Sahm, Chief Economist at New Century Advisors Seema Shah of Principal Asset Management discusses what investors looking ahead to with payrolls and a December Fed meeting with stocks at all-time highs. Ed Mills, Washington Policy Analyst with Raymond James, talks about how leaders from Mexico and Canada are approaching potential US tariffs. Claudia Sahm with New Century Advisors breaks down the Fed's 2025 approach.See omnystudio.com/listener for privacy information.
2024-12-0221 min
The Rhodes Center Podcast with Mark BlythWhy we think what we think, when we think about inflationThis is a new experiment we’re trying at the Rhodes Center Podcast. From time to time, going forward, instead of focusing on one expert and their latest research, Mark will take a deeper dive into one issue (or one question) that’s been bothering him. Future episodes will examine the politics of immigration and the persistence of inequality. But the first episode in this new series will explore a topic especially near and dear to Mark: inflation. Specifically, the stories we tell about what causes inflation, how those stories affect our efforts to curb it, an...
2024-11-2239 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Claudia Sahm & Ellen ZenterWhat would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Ellen Zentner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2024-11-0105 minBloomberg SurveillanceBloomberg Surveillance TV: October 30, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist- Dirk Willer, Citi Global Head: Macro Asset Allocation- Claudia Sahm, New Century Advisors Chief EconomistKatrina Dudley of Franklin Templeton says technology stock earnings are really positive. Dirk Willer of Citi says there is concern "a Trump Administration would mean more inflation." Claudia Sahm of New Century Advisors believes, "We are in a trend place that is much better...
2024-10-3020 min
Closing BellClosing Bell Overtime: Claudia Sahm Previews Tomorrow’s Key Jobs Report; Christie’s CEO On Luxury Spending Levels 10/3/24/Stocks slipped in midday trading, but AI was a standout performer after Nvidia CEO Jensen Huang’s comments to Overtime about demand for its Blackwell chips. T. Rowe Price’s Dom Rizzo weighs in on the AI trade and what the next few years could look like. Claudia Sahm gives her take on the economy ahead of tomorrow’s major jobs report. Plus, Christie’s CEO Guillaume Cerutti on the art market and luxury spending levels.
2024-10-0343 min
On InvestingWhat the Fed Rate Cut Means (With Claudia Sahm)With the Federal Reserve cutting rates by 50 basis points at its September meeting, what are the implications for the bond market and the economy? In this episode, Kathy Jones and Liz Ann Sonders analyze the market's reaction to the rate cut, the balance between panic and greed in investment strategies, and the upcoming economic indicators that could influence market movements. Their discussion highlights the importance of understanding labor market trends and consumer sentiment in the context of inflation and economic policy.This week, Kathy sits down with Claudia Sahm, a former economist for the Federal Reserve and...
2024-09-2031 min
Crypto Njal’s Substack PodcastSeptember 2024: crypto insightAugust 2024 brought notable shifts in the cryptocurrency market, impacting both prices and investor sentiment. Amid significant economic and political developments, Bitcoin and Ethereum continued their upward trends, while broader market volatility created a complex environment for crypto investors. Major events, from policy changes to market indicators, shaped the landscape and set the stage for further uncertainty as the year progresses.Thanks for reading Crypto Njal’s Substack! Subscribe for free to receive new posts and support my work.Crypto capIn August 2024, the total cryptocurrency market cap dropped by $250 billion, representing an...
2024-09-0109 min
Odd LotsLots More With Claudia Sahm on What the Sahm Rule Is Saying NowThe Federal Reserve appears to be ready to pivot into rate cutting mode. Inflation has come down significantly, and the unemployment rate has been trending upward for most of the year. In fact, in the most recent Non-Farm Payrolls report, the headline unemployment rate of 4.3% triggered the so-called "Sahm Rule," which has been a historically reliable signal that the US is already in a recession. So are we in a recession? Could the rule be wrong this time due the unique features of this economic cycle? How should the Fed weigh the risks that we see in front of...
2024-08-1625 min