What podcasts say about Seema Shah

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

What Seema Shah has said on podcasts

10 statements · 6 positive · 2 negative · 2 neutral

on U.S. jobs reportNeutralOct 2, 2026· Bloomberg Surveillance
Shah expects 65,000 payroll growth, 0.3% wage growth, and 4.1% unemployment.
“So we're expecting about a 65K number. We're expecting wage growth to stay pretty stable at about 0.3% and unemployment to stay at 4.1%.”
Listen at 2:28
Open the episode · Bloomberg Surveillance TV: October 2nd, 2026
on U.S. economic growthNegativeOct 2, 2026· Bloomberg Surveillance
Shah expects growth to slow toward trend without a significant economic slowdown.
“we're not expecting a significant slowdown. This is just a slowing towards trend growth.”
Listen at 3:32
Open the episode · Bloomberg Surveillance TV: October 2nd, 2026
on U.S. economic slowdownNegativeOct 2, 2026· Bloomberg Surveillance
Shah says discussion is shifting toward a potentially deeper economic slowdown.
“the kind of conversations I've been having has started to center around, are we looking at a kind of a deeper slowdown than certainly what markets have been anticipating”
Listen at 3:41
Open the episode · Bloomberg Surveillance TV: October 2nd, 2026
on Equity marketPositiveOct 2, 2026· Bloomberg Surveillance
Equities will respond positively to a disappointing labor report.
“the equity market is going to like that.”
Listen at 4:17
Open the episode · Bloomberg Surveillance TV: October 2nd, 2026
on Disappointing labor reportPositiveOct 2, 2026· Bloomberg Surveillance
A weaker labor report would lower bond yields and improve equities.
“you're going to see a bit of a pulldown in bond yields and the equity market starts to do better.”
Listen at 4:26
Open the episode · Bloomberg Surveillance TV: October 2nd, 2026
on Bond yieldsNeutralOct 2, 2026· Bloomberg Surveillance
Bond yields appear close to their peak.
“it does feel like we're getting close to the peak from a yield perspective.”
Listen at 5:31
Open the episode · Bloomberg Surveillance TV: October 2nd, 2026
on Fixed incomePositiveOct 2, 2026· Bloomberg Surveillance
Investors should increase fixed-income exposure now.
“this is probably the time that you want to be increasing your fixed income exposure.”
Listen at 5:37
Open the episode · Bloomberg Surveillance TV: October 2nd, 2026
on Quality fixed-income assetsPositiveOct 2, 2026· Bloomberg Surveillance
Investors should focus on higher-quality, safer fixed-income assets.
“be... focusing on some of the more quality assets, the safer assets within the fixed income space.”
Listen at 5:41
Open the episode · Bloomberg Surveillance TV: October 2nd, 2026
on Equity (finance)PositiveOct 2, 2026· Bloomberg Surveillance
Equity outlook remains positive despite high-yield spread widening.
“the outlook still stays positive, even as you see a bit of a spread widening in high yields.”
Listen at 8:25
Open the episode · Bloomberg Surveillance TV: October 2nd, 2026
on European diesel reservesPositiveOct 2, 2026· Bloomberg Surveillance
Europe should release diesel reserves during a price spike.
“they should probably release some of these if they're feeling like they're having a spike in Europe.”
Listen at 11:11
Open the episode · Bloomberg Surveillance TV: October 2nd, 2026

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.