Latest news with #JuliaCoronado
Bloomberg
3 days ago
- Business
- Bloomberg
Bloomberg Surveillance: Jobs and Markets (Podcast
Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney June 5th, 2025 Featuring: 1) Neil Dutta, Head: US Economic Research at Renaissance Macro, joins for an extended discussion on labor market strength and whether we are on the cusp of a breaking of US labor. Friday's jobs report is expected to show slowed growth in nonfarm payrolls and a steady unemployment rate, with traders awaiting fresh data on the US economy. 2) Vishy Tirupattur, Chief Fixed Income Strategist at Morgan Stanley, joins to discuss bond market warnings and reacts to jobless claims. A series of poorly received sovereign bond auctions worldwide has raised questions about investors' willingness to fund government spending plans. Recent auctions in Japan, Australia, and South Korea have shown weak demand, and investors are demanding more compensation to hold long-dated bonds due to growing anxiety about fiscal deficits. 3) Julia Coronado, President and founder of Macropolicy Perspectives, joins to talk about the June FOMC meeting and whether there'll be more Fed cuts than is being priced in. A trend of higher global yields is a warning sign from investors that governments cannot keep borrowing at the pace they did when interest rates were close to zero. 4) Neale Richmond, Ireland's Minister of State for Diaspora and International Development, on how the EU is negotiating with the US on tariffs. It comes as the EU's power to impose retaliatory tariffs on US goods and services received a legal boost from an adviser to the EU's top court. 5) Romi Savova, CEO at PensionBee, discusses bringing efficiency to the retirement systems in the US and abroad and how money managers can better position people to retire.
Bloomberg
17-03-2025
- Business
- Bloomberg
US Trade Wars Tip World to Slower Growth, Faster Inflation
US President Donald Trump's aggressive trade policies have abruptly set the world onto a path of slower growth and higher inflation that could worsen notably if tensions escalate, the OECD said. The Paris-based club of 38 rich countries cut its outlook for most members and predicted the pace of global expansion to slow to 3.1% this year and 3% in 2026 as barriers restrain commerce and surging uncertainty holds back business investment and consumer spending. MacroPolicy Perspectives founder and president Julia Coronado explains why the US Federal Reserve faces difficult near-term decisions and how uncertainty is being reflected in various corners of the market and geopolitical landscape. Julia speaks with Tom Keene and Paul Sweeney on Bloomberg Radio. (Source: Bloomberg)
Bloomberg
17-03-2025
- Entertainment
- Bloomberg
Single Best Idea: Coronado & Balchunas
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Julia Coronado & Eric Balchunas. Watch Tom and Paul LIVE every day on YouTube:
Yahoo
11-03-2025
- Business
- Yahoo
Corporate America is 'absolutely' seeing a slowdown. Here's why.
White House officials found there to be a "strong divergence" between the stock market (^DJI, ^IXIC, ^GSPC) and "animal spirits" — or the sentiments held by investors and businesses, typically attributed to the role emotions play in investing and market trends. MacroPolicy Perspectives Founder and President Julia Coronado responds to the idea of whether a slowdown in Corporate America is taking place, coming as Delta Air Lines (DAL) even cut its outlook over "macro uncertainty." Also catch Julia Coronado weigh in on February's Consumer Price Index (CPI) inflation expectations and the kind of labor market trends that could push the Federal Reserve to cut interest rates. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. Sign in to access your portfolio
