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Bloomberg Surveillance

June Jobs Day

Bloomberg Surveillance

Bloomberg

Business, Investing, Business News, News

3.81.2K Ratings

🗓️ 2 July 2026

⏱️ 35 minutes

🧾️ Download transcript

Summary

The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, July 2, 2026
Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, Katy Kaminski, Chief Research Strategist at AlphaSimplex, and Kristina Campmany, Senior Portfolio Manager: Global Debt at Invesco, react to the June jobs report.
2) Margie Patel, Senior Portfolio Manager at Allspring Global Investments, discusses why she expects more upside surprise in the stock market.
3) Lia Taniguchi, Head of Labor Research at Bullhorn, talks the firm's findings on the recent hiring slowdown and the labor market's biggest outlier.

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0

The Exchange from The New Statesman. Weekly, in-depth, long-form interviews with guests, including Salman Rushdie. Would you say you are in the 11th hour of life? I hope I'm only in about the 9-4-10. I-Way-Way. So if you were to put on an exhibition called I-Way-Way, the last work, we shouldn't believe it. Actually, you shouldn't believe by anything I said.

0:22.0

And Masha Al Yokina from Pussy Riot.

0:24.2

Is there a world in which you could ever go back to Russia?

0:26.0

Politically, we exist there. Physically, we do not exist there.

0:29.3

Covering politics.

0:30.5

The most governmentally illiterate Labour Prime Minister in history.

0:35.1

Culture.

0:35.8

I'm not in the mood to take any risks lately.

0:37.9

Society, should education be a commodity?

0:41.0

No.

0:41.4

And philosophy.

0:42.6

Sex is both personal and political and public.

0:46.9

Listen, wherever you are listening to this.

0:52.2

Bloomberg Audio Studios.

0:54.8

Podcasts Radio News.

1:01.9

This is the Bloomberg Surveillance Podcasts.

1:05.4

Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. Listen on

1:12.9

demand wherever you get your podcasts or watch us live on YouTube. Joining us now in charge of cats

1:18.8

and dogs here at Bloomberg Surveillance. New Century Advisors Claudia Assam. Claudia, I got to give you a

1:24.7

victory lap here. 18 months ago, people were calling and citing

1:28.8

your profound research on recession, and you said no. What did the gloom crew get wrong?

1:39.6

The gloom crew got wrong what was happening in the labor force, the supply of workers.

...

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