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Bloomberg Surveillance

Single Best Idea with Tom Keene: Anna Wong & Constance Hunter

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 4 September 2025

⏱️ 4 minutes

🧾️ Download transcript

Summary

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Anna Wong & Constance Hunter.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0

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0:04.9

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0:12.0

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0:17.1

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0:21.1

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0:28.5

Bloomberg Audio Studios, Podcasts, Radio News.

0:44.7

Single best idea, what is it well it's four five six minutes it's short because you're listening to 20 30 odd lots i mean joe wisenthel and tracy alleyway they go out to 40 minute

0:51.3

podcasts something short and sweet two smart ideas for the day.

0:56.1

How about Anna Wong of Bloomberg Economic? She has been spectacular for 18 months,

1:02.3

educating America about our odd labor economy. There is the jobs report, and then on September

1:09.4

9, a big annual revision, Anna Wong on a big

1:12.7

negative number. I actually think that if the range is negative 350K or even on the, you know,

1:20.4

negative 400K, it's actually smaller downward revisions than last year. Recall that Tom, last year, we saw negative 800,000 downward revisions from BLS.

1:33.1

So actually, I think that this would possibly move us toward less than 25 bibs cut.

1:41.2

Because Chris Waller also in his recent speech, he flagged 60,000 revisions

1:49.6

per month. So that about for the whole year, that's roughly is about 700,000 downward

1:56.2

revision. So, you know, again, in the, if the preliminary benchmark revisions is larger than

2:03.6

negative 500,000, I think that means that Waller will have to revise down that smaller,

2:10.6

that downward revisions.

2:12.6

Huge value for Bloomberg and O-Wong of Chicago. there was just spectacular economics, and of course,

2:18.4

her past employment with BLS and labor in Washington.

2:23.9

Constance Hunter, an international look always from Constance Hunter.

...

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