How Labor Revisions Could Impact Equities
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 9 September 2025
⏱️ 31 minutes
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Summary
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
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Transcript
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| 0:00.0 | When the rest of the markets slow down, the futures market keeps moving. |
| 0:04.9 | Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity? |
| 0:12.0 | In the ETF markets, volume and liquidity lessens after 4pm until the next morning. |
| 0:17.1 | But with futures, you get trading opportunities both day and night. |
| 0:21.1 | Learn more at CMEgroup.com slash equity futures. |
| 0:28.3 | Bloomberg Audio Studios, podcasts, radio news. |
| 0:41.3 | This is the Bloomberg Surveillance Podcast. Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg |
| 0:47.3 | business app. Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 0:53.3 | Am I with us right now. |
| 0:54.4 | I have an active equity in Milwaukee with All Spring Global Investments. |
| 0:58.2 | All the value heritage is strong over the decades as well. |
| 1:02.5 | I'm going to cut to the chase. |
| 1:04.5 | People that like the New York Yankees would kill for the adult responsibility of the Milwaukee Brewers. The brewers are 23 out of 30 in payroll. |
| 1:15.4 | Their total payroll is less than Juan Soto or Aaron Judge make. It's like the capital of value. |
| 1:22.4 | How do you get Milwaukee Brewer performance in the stock market? |
| 1:27.5 | You know, that's a great question, Tom, and we're working on it. I would say that's exactly |
| 1:34.6 | where our managers are focused is outside of the Meg 7 and probably the popular areas of |
| 1:42.0 | the market, we are continuing to search for where the value |
| 1:45.7 | lies. |
| 1:46.4 | Like where? Give me a sector. |
| 1:47.3 | Yeah. |
| 1:47.7 | From a sector standpoint, I think, you know, one of the most probably hated sectors has |
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