What podcasts say about Constance Hunter

Every statement, with the speaker, the exact quote and the moment it was said.

What Constance Hunter has said on podcasts

75 statements · 35 positive · 31 negative · 6 mixed · 3 neutral

on U.S. labor market accelerationMixedNov 6, 2026· Bloomberg Tech
Several months of strong payroll gains are needed to confirm labor-market acceleration.
“I've got to see some months of this before I'm really convinced we're seeing an acceleration of the labor market.”
Listen at 4:42
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on U.S. labor market accelerationMixedNov 6, 2026· Bloomberg Surveillance
Several months of strong payrolls are needed to confirm labor-market acceleration.
“I've got to see some months of this before I'm really convinced we're seeing an acceleration of the labor market.”
Listen at 4:42
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on Worker quit ratesPositiveNov 6, 2026· Bloomberg Surveillance
Higher worker quit rates increase bargaining leverage for wage gains.
“If workers are out there quitting to get better jobs, that's when they have the leverage for the higher wages.”
Listen at 5:42
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on Worker quit rates and wage bargainingPositiveNov 6, 2026· Bloomberg Tech
Higher worker quit rates increase bargaining leverage for wage gains.
“If workers are out there quitting to get better jobs, that's when they have the leverage for the higher wages.”
Listen at 5:42
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on U.S. labor forceNegativeNov 6, 2026· Bloomberg Surveillance
A growing labor force is needed to sustain consistent GDP gains.
“without a growing labor force, it's going to be hard to really consistently have those GDP gains.”
Listen at 6:44
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on Labor-force growth and GDP gainsNegativeNov 6, 2026· Bloomberg Tech
A growing labor force is necessary for consistently strong GDP gains.
“without a growing labor force, it's going to be hard to really consistently have those GDP gains.”
Listen at 6:44
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on AI-driven economic growthNegativeNov 6, 2026· Bloomberg Tech
Relying on AI alone will not sustain strong economic growth.
“Hanging our hats on AI is not the way to go in terms of really wanting to keep those strong growth numbers.”
Listen at 7:06
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on Artificial IntelligenceNegativeNov 6, 2026· Bloomberg Surveillance
AI alone cannot sustain strong economic growth.
“Hanging our hats on AI is not the way to go in terms of really wanting to keep those strong growth numbers.”
Listen at 7:06
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on COVID-era price levelsNegativeNov 6, 2026· Bloomberg Tech
Elevated COVID-era price levels continue affecting public sentiment.
“people are still feeling the effects of the price, the level changes we had during covid.”
Listen at 10:07
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on U.S. cyclical jobsPositiveNov 6, 2026· Bloomberg Surveillance
Cyclical jobs are currently dominating U.S. hiring growth.
“we can see a surge in cyclical jobs and cyclical jobs are dominating the hiring.”
Listen at 11:33
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on U.S. economic momentumPositiveNov 6, 2026· Bloomberg Surveillance
Cyclical hiring indicates underlying economic momentum.
“That suggests that there's some underlying economic momentum.”
Listen at 11:40
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on Cyclical job growthPositiveNov 6, 2026· Bloomberg Tech
Cyclical job growth indicates underlying economic momentum.
“That suggests that there's some underlying economic momentum.”
Listen at 11:40
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on U.S. consumerPositiveNov 6, 2026· Bloomberg Tech
The U.S. consumer is currently resilient.
“I think the consumer is OK.”
Listen at 12:02
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on Iran war and Gulf energy routesPositiveNov 6, 2026· Bloomberg Tech
Resolving the Iran war and securing Gulf energy routes would lower oil prices.
“If we see a resolution to the to the Iran war, I think you and you see a really durable. a structure built around getting oil and gas out of the Gulf of Hormuz, or the Strait of Hormuz, then you're going to see oil prices come down.”
Listen at 12:22
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on Oil pricesPositiveNov 6, 2026· Bloomberg Surveillance
Resolving the Iran war and securing Gulf energy routes would lower oil prices.
“If we see a resolution to the to the Iran war, I think you and you see a really durable. a structure built around getting oil and gas out of the Gulf of Hormuz, or the Strait of Hormuz, then you're going to see oil prices come down.”
Listen at 12:22
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on AI build-outNegativeNov 6, 2026· Bloomberg Tech
Public opposition to AI build-out could produce significant future backlash.
“Public is really against the AI build-out, and we don't do anything about it, then we would have such significant backlash down the road.”
Listen at 13:52
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on U.S. economyPositiveNov 6, 2026· Bloomberg Tech
The jobs report indicates the U.S. economy is on solid footing.
“if I were looking at just this jobs report and not thinking about the shock of the election, I would say that we are on solid footing based on this jobs report.”
Listen at 14:06
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on U.S. cyclical employmentPositiveNov 6, 2026· Bloomberg Surveillance
Cyclical hiring dominance indicates underlying economic momentum
“cyclical jobs are dominating the hiring, that suggests that there's some underlying economic momentum”
Listen at 16:54
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on Oil prices and Strait of Hormuz supplyPositiveNov 6, 2026· Bloomberg Surveillance
Iran-war resolution and secure Gulf shipping would lower oil prices
“If we see a resolution to the to the Iran war, I think you and you see a really durable. a structure built around getting oil and gas out of the Gulf of Hormuz, or the Strait of Hormuz, then you're going to see oil prices come down.”
Listen at 17:43
Open the episode · October Jobs and Tech Selloff
on Federal Reserve December rate cutPositiveNov 6, 2026· Bloomberg Surveillance
The Federal Reserve will cut rates in December.
“The base case is still that the Fed is going to go in December.”
Listen at 18:27
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on Federal Reserve rate cutsPositiveNov 6, 2026· Bloomberg Tech
Markets expect the Federal Reserve to cut rates in December and possibly later.
“The Fed probably is going to do what it does in markets pricing in certainly one for December, maybe one or two more for next year.”
Listen at 18:56
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on Hyperscaler bond issuanceNegativeNov 6, 2026· Bloomberg Tech
Constance Hunter’s firm avoided some hyperscaler bond issuance.
“We have been a bit cautious on some of the hyperscaler issuance. So we were not involved.”
Listen at 19:16
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on U.S. capital expenditurePositiveNov 6, 2026· Bloomberg Tech
Capital expenditure has driven U.S. economic growth this year.
“CapEx has been what has driven US growth this year”
Listen at 19:48
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on US dollarNegativeNov 6, 2026· Bloomberg Tech
Constance Hunter remains negative on the U.S. dollar.
“we still are a bit more negative, the dollar.”
Listen at 20:29
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on European developed-market fixed incomePositiveNov 6, 2026· Bloomberg Surveillance
Developed-market fixed income, especially Europe, offers value.
“We do still think that there's value in some DM. We think Europe has probably more value there.”
Listen at 20:54
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on European fixed incomePositiveNov 6, 2026· Bloomberg Tech
European fixed income offers more value than U.S. fixed income.
“We think Europe has probably more value there.”
Listen at 21:11
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on Global fixed-income portfolioPositiveNov 6, 2026· Bloomberg Surveillance
Investors should maintain globally diversified fixed-income portfolios.
“A global fixed income portfolio still makes sense.”
Listen at 22:06
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on Global fixed-income portfolioPositiveNov 6, 2026· Bloomberg Tech
A diversified global fixed-income portfolio remains appropriate.
“A global fixed income portfolio still makes sense.”
Listen at 22:20
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on European government bond spreadsNegativeNov 6, 2026· Bloomberg Surveillance
European government bond spreads are exceptionally tight.
“Are European government spreads exceptionally tight? Absolutely.”
Listen at 22:38
Open the episode · Instant Reaction: US Adds 165,000 Jobs, Topping All Forecasts
on Federal Reserve December rate decisionNegativeNov 6, 2026· Bloomberg Surveillance
The Federal Reserve is expected to raise rates in December
“the base case is still that the Fed is going to go in December”
Listen at 22:39
Open the episode · October Jobs and Tech Selloff

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.