Bloomberg Television
@markets·3.2M subscribers·95.6K videos
David Rosenberg on Jobs Report, the Fed, Real Estate
Posted
July 25, 2025
Views
14,341
Likes
117
Comments
33
Engagement
July 25, 2025
14,341
117
33
1.05%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
Episode Timeline
Every episode in order around the one you’re watching — click any card and the page flips straight to it.
4:10Now PlayingDavid Rosenberg, founder and president, of Rosenberg Research says that the labor market will tell the tale as to whether the Fed will cut rates. July nonfarm payrolls data arrives next week, in what will be a crowded week for the US. Bloomberg Intelligence predicts a hold from the Fed, at its July 29-30 meeting, with at least one dissent - Governor Chris Waller - and possibly another from Fed Vice Chair Michelle Bowman. Bloomberg Intelligence also forecasts an above-consensus call for 160k new jobs in July's payrolls print, and see GDP returning to growth as import frontloading unwinds.
Rosenberg also remarks on real estate, which he believes is a "powerful antidote to inflation." Sales of new homes in the US remained weak in June as builders’ heavier use of sales incentives failed to motivate buyers put off by high costs. Contract signings on new single-family homes increased 0.6% to an annualized rate of 627,000 last month, according to government data released Thursday. That fell short of the 650,000 median estimate in a Bloomberg survey of economists. June’s results show US homebuilders are struggling to offset an ugly mix of high prices and borrowing costs by offering incentives and subsidizing customers’ mortgage rates, which risk eroding profit margins.
David Rosenberg speaks with Tom Keene and David Gura on Bloomberg Surveillance.
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance
Visit for business news & analysis, uptotheminute market data, features, profiles and more.
Connect with Bloomberg Television on:
Connect with Bloomberg Business on:
More from Bloomberg:
Bloomberg Radio
Bloomberg Surveillance
Bloomberg Politics
Bloomberg Originals
Watch more on YouTube:
Bloomberg Technology
Bloomberg Originals
Bloomberg Quicktake
Bloomberg Espanol
Bloomberg Podcasts
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.
