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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Dobbs: Longer term trends link better with global economy

Dobbs: Longer term trends link better with global economy

McKinsey & Co's Richard Dobbs discusses why investors need to lower their expectations. He speaks with David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

29 Huhti 201620min

Baier: Politics are going overboard

Baier: Politics are going overboard

Fox News' Bret Baier talks about the current state of the elections. He speaks to Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

29 Huhti 201611min

Mortimer-Lee: Wages are not picking up that much

Mortimer-Lee: Wages are not picking up that much

BNP Paribas' Paul Mortimer-Lee says core numbers are important for the FED. He speaks with Michael McKee and David Gura on Bloomberg surveillance.See omnystudio.com/listener for privacy information.

29 Huhti 201622min

Schork: Exxon has downstream refining

Schork: Exxon has downstream refining

Schork Group President Stephen Schork says Exxon is doing well because they have their assets. He speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for pri...

29 Huhti 201620min

Daly: We were expecting more from the Bank of Japan

Daly: We were expecting more from the Bank of Japan

Standard Chartered Bank's Eimear Daly discussing the disappointing results of the Bank of Japan. She speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for ...

28 Huhti 201611min

Leone: Consolidation remains a key theme across healthcare

Leone: Consolidation remains a key theme across healthcare

BTIG's Dane Leone discusses healthcare and consolidation between companies. He speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

28 Huhti 201611min

Vail: We have more easing ahead just not the right time now

Vail: We have more easing ahead just not the right time now

Nikko Asset Management's John Vail discusses the Bank of Japan and the decisions recently made. He speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for pr...

28 Huhti 201623min

Behravesh: The consumer is spending and makes 70% of economy

Behravesh: The consumer is spending and makes 70% of economy

IHS' Chief Ecnonomist Nairman Behravesh discusses the spending of consumers in the U.S. economy and that we are still on solid grounds. He speaks with Michael McKee and David Gura on Bloomberg Surveil...

28 Huhti 201611min

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