Bloomberg Surveillance CPI Reaction and Outlook for Rate Cuts
83 snips
Sep 11, 2025 
Constance Hunter, Chief Economist at EIU, discusses the increasing pressures on the U.S. labor market and predictions of a potential rate cut by the Fed. Anna Wong, from Bloomberg Economics, raises concerns that the U.S. might already be in a recession, pointing to downward job revisions. Heath Terry, Citi’s tech head, shares insights on AI investing and the critical role data centers play in technology trends. Together, they explore the intricate connections between economic indicators, market behavior, and emerging technologies.
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Beige Book Anecdotes Influence Fed's View
- Powell may lean more on soft data like the Beige Book after seeing employment anecdotes align with weaker hard data.
- The Beige Book signaled flat-to-declining employment before recent improvement.
Boeing Delivery Run-Rate And Defense Turnaround
- Boeing's deliveries and orders improved, and production is approaching target run rates.
- Boeing's defense business and free cash flow are turning the corner after prior losses.
Aircraft Orders Can Rapidly Shift Trade Balances
- Major trade deals can translate into large aircraft orders that quickly affect trade balances.
- Aircraft purchases are an efficient way to reduce deficits because each jet costs tens to hundreds of millions.
