Molly Smith

David Wilcox, director of US economic research for Bloomberg Economics, and Molly Smith, US economics editor for Bloomberg, delve into the troubling credibility of US economic data. They discuss recent firings of independent regulators and the implications for data integrity. The conversation explores historical legal battles, stressing the enduring impact on economic governance. They highlight potential political interference and the urgent need for transparency, drawing parallels to past administrations that compromised data validity.

Molly Smith, Bloomberg's economics editor, and William Beach, former BLS commissioner, discuss the significance of U.S. economic data and the challenges it faces. They delve into the potential impact of funding cuts on agencies like the Bureau of Labor Statistics, which may lead to unreliable unemployment figures. The conversation also highlights the innovative approaches needed to improve data collection, while underscoring the importance of accurate data for market decisions and community planning. Will the integrity of crucial economic data hold up?

Gregory Korte, a Bloomberg White House reporter, provides insight into the political dynamics surrounding the US government shutdown. Molly Smith, an economics editor at Bloomberg, discusses how the shutdown disrupts crucial economic data collection, affecting everything from the Consumer Price Index to job reports. They explore the immediate operational impacts on federal workers and implications for future Fed decisions. The conversation also highlights the increased reliance on alternative data sources and the uncertainty looming over policymakers and markets.

Molly Smith, Bloomberg News Economics Editor, discusses the Federal Reserve's interest rate decisions and the strong U.S. housing market's influence on equities. Peter Atwater, President of Financial Insights, highlights the importance of investor vulnerability amidst market volatility. Paisley Nardini, a portfolio manager, emphasizes strategic diversification in client portfolios. They explore the potential for rate cuts, unexpected market trends, and implications for international investments, offering insights into navigating today's economic uncertainties.

Molly Smith, Bloomberg News Economics editor, discusses the economic landscape and the potential effects of upcoming data releases on tariffs and inflation. Ed Price, Senior Fellow at NYU, shares insights on the strategic implications of the Trump-Putin meeting amidst global tensions. Jordan Klein from Mizuho Securities explains the landmark deal between Nvidia and AMD, revealing how chip sales to China will affect U.S. revenues. Finally, Lauren Sanfilippo offers a cautious market outlook, addressing key challenges facing traders today.