Jobs, Amazon, and Trade
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 7 February 2025
⏱️ 43 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 SweeneyFebruary 7th, 2025
Featuring:
- Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to today's jobs figures
- Anurag Rana, Bloomberg Intelligence Senior Tech Analyst, on Amazon's earnings and AI outlook
- Enda Curran, Global Economy Reporter with Bloomberg News, on Trump's trade and economic policies
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Transcript
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| 0:59.0 | Thank you. Audio Studios. Podcasts Radio News. This is the Bloomberg Surveillance Podcast. Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:14.1 | Claudia, Sam, with us right now and the squishing in the numbers. |
| 1:17.8 | Claudia, are they squishy now because of the pandemic or because of immigration trends? |
| 1:23.5 | Or do we just need to get used to this at the turn of the year? |
| 1:29.3 | Today's day, there's a lot of moving pieces with today's data, just because we had |
| 1:33.5 | large revisions to both the payroll employment and the household employment and, you know, |
| 1:38.8 | and some things aren't as comparable from December to January and households. |
| 1:41.9 | So this is just a really tricky one to get down into the |
| 1:45.0 | details of it. So I wouldn't, so it's kind of more of a January effect with like bringing a lot of |
| 1:49.8 | data in. But, but brought it, brush, I mean, I agree with your characterization. The payrolls, you've got |
| 1:55.5 | to take that, you know, a set of them together, not focus on just this latest number, because again, |
| 1:59.8 | hitting consensus with all these moving pieces was going to be tricky today. And those payrolls look good. |
| 2:05.5 | I think it is, you know, that's kind of a warm average hourly earnings number on the wages. |
... |
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