Thomas Simons
Chief U.S. Economist at Jefferies, offering views on the labor market, inflation, and Fed policy on the day of an FOMC decision.
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13 snips
Oct 29, 2025 • 38min
Markets Get Nvidia Boost Ahead of Anticipated Fed Cut
Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, shares insights on AI-driven earnings momentum fueling market optimism. Thomas Simons, Chief U.S. Economist at Jefferies, predicts a balanced labor market ahead of a key Fed decision, scrutinizing its implications on inflation. John Mowry, Chief Investment Officer at NFJ Investment Group, discusses the potential end of quantitative tightening and its effects on regional banks and international value opportunities, all while considering China's economic dynamics.
Jul 3, 2024 • 30min
Bloomberg Surveillance TV: July 3, 2024
Guests discuss trading treasury markets amid predictions of Trump's reelection, Biden's chances, Fed's rate cuts, jobless claims impact, and dollar strength. Political fallout and Biden's reelection prospects are also analyzed.
