Bloomberg Surveillance TV: October 6th, 2025

Bloomberg Surveillance TV: October 6th, 2025

- Paul Donovan, Chief Economist, UBS Global Wealth Management
- Jordan Rochester, FICC Strategy Head at Mizuho
- Lindsey Piegza, Chief Economist at Stifel
- Jay Goldberg, Senior Analyst at Seaport Research Partners

Paul Donovan, Chief Economist at UBS Global Wealth Management, discusses the economic implications of possible government shutdown-related layoffs. Jordan Rochester, Head of FICC Strategy at Mizuho, shares his take on what the near-certain elevation of pro-stimulus lawmaker Sanae Takaichi as Japan’s next prime minister means for financial markets. Lindsey Piegza, Chief Economist at Stifel, breaks down the US economic data that markets watchers will - and will not - get as the US government shutdown enters its second week. Jay Goldberg, Senior Analyst at Seaport Research Partners, reacts to news that AMD will partner with OpenAI.

See omnystudio.com/listener for privacy information.

Jaksot(4345)

Surveillance: U.S. Bank Stocks May Rise Another 50%, Mayo Says

Surveillance: U.S. Bank Stocks May Rise Another 50%, Mayo Says

Mike Mayo, an analyst at CLSA Ltd., says the stocks will surge as he expects at least 4 percent revenue growth for U.S. banks during the next four years. Prior to that, Stephen King, HSBC's senior eco...

12 Tammi 201728min

Surveillance: Trump's Tweet Policy Is Dangerous, Gartman Says

Surveillance: Trump's Tweet Policy Is Dangerous, Gartman Says

Dennis Gartman, editor of the Gartman Letter, says central bank powers are being diminished by the modern world. Prior to that, Rob Carnell, ING's chief international economist, says he expects toughe...

11 Tammi 201739min

Surveillance: Pound Must Have Upside From Lows, Barth Says

Surveillance: Pound Must Have Upside From Lows, Barth Says

Marvin Barth, Barclays' head of FX strategy, says currency intervention just doesn't work. Paul Mortimer-Lee, BNP Paribas' chief economist, says higher bond yields reflect good news. Charles Dumas, TS...

10 Tammi 201731min

Surveillance: Short UK and French Government Bonds, Gallo Says

Surveillance: Short UK and French Government Bonds, Gallo Says

Algebris Investments' Alberto Gallo says the FX market may panic again once Britain triggers Article 50. Prior to that, Baroness Helena Kennedy, a Labour Party member of the House of Lords, says Briti...

9 Tammi 201752min

Surveillance: Trump Resembles Mussolini's Policies, Gross Says

Surveillance: Trump Resembles Mussolini's Policies, Gross Says

Janus Capital's Bill Gross says Donald Trump's targeting of companies reminds him of policies associated with Benito Mussolini. Prior to that, Boston Mayor Marty Walsh discusses GE's move to Boston an...

6 Tammi 201756min

Surveillance: Risk That Fed Could Go Faster, Kiesel Says

Surveillance: Risk That Fed Could Go Faster, Kiesel Says

PIMCO's Mark Kiesel says the main risk to the U.S. is a pickup in inflation. Prior to that, Jason Trennert, Strategas Research Partners' chairman, says the Fed is content to let inflation run a little...

5 Tammi 201750min

Surveillance: Bremmer, Summers, and The Fate of Pax Americana

Surveillance: Bremmer, Summers, and The Fate of Pax Americana

Eurasia Group President Ian Bremmer and Former Treasury Secretary Lawrence Summers join Tom Keene and David Gura on Bloomberg Surveillance to discuss populist policy cycles, the new truculent national...

4 Tammi 201712min

Surveillance: Q4 Productivity to be Disappointing, Feroli Says

Surveillance: Q4 Productivity to be Disappointing, Feroli Says

Michael Feroli, JPMorgan's chief U.S. economist, says trade wars remain the biggest downside risk in the next year or two. Prior to that, Tony Dwyer, Canaccord Genuity's chief market strategist, says ...

4 Tammi 201745min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
herrasmieshakkerit
rss-rahamania
taloudellinen-mielenrauha
ostan-asuntoja-podcast
rss-sami-miettinen-neuvottelija
rahapuhetta
juristipodi
lakicast
rss-h-asselmoilanen
rss-startup-ministerio
rss-seuraava-potilas
rss-paasipodi
rss-draivi
rss-sisalto-kuntoon
rss-bisnespaiva
rss-myynnilla-on-asiaa-kert-kenner