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.

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Rajappa: Market is too complacent over rate hikes

Rajappa: Market is too complacent over rate hikes

Societe Generale's Subadra Rajappa reacts to our conversation with Richmond Fed President Jeffrey Lacker. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener fo...

19 Touko 201620min

Lacker: Comfortable with four Fed rate hikes in 2016

Lacker: Comfortable with four Fed rate hikes in 2016

Richmond Fed President Jeffrey Lacker sees a strong case for a rate-hike in June. He joins Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Goodfriend: Fed should focus more on inflation

Goodfriend: Fed should focus more on inflation

Carnegie Mellon University Professor of Economics Marvin Goodfriend focuses on the Fed with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Viloria: Monetary policy the main driver of currencies

Viloria: Monetary policy the main driver of currencies

Wells Fargo's Eric Viloria discusses his FX outlook with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Yarmuth: Political parties have forgotten their roots

Yarmuth: Political parties have forgotten their roots

Congressman John Yarmuth discusses the results of the Kentucky Primary with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Friedman: NATO simply doesn't work

Friedman: NATO simply doesn't work

Geopolitical Futures Founder George Friedman says we are fighting the last war. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Paulsen: Fed should stop stalling

Paulsen: Fed should stop stalling

Wells Capital's Jim Paulsen says markets can adjust to 2-3 rate hikes from the Fed per year. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privac...

18 Touko 201622min

Macklow-Smith: Political events mask improving fundamentals

Macklow-Smith: Political events mask improving fundamentals

JPMorgan's Stephen Macklow-Smith discusses brexit's impact on Europe's outlook. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information...

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