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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Derman: Stocks aren't going to behave the way they should

Derman: Stocks aren't going to behave the way they should

Columbia University's Emanuel Derman weighs in on markets not behaving the way they should and being controlled by the central banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omny...

14 Huhti 201612min

Kelly: Pricing of central banks are completely out of whack

Kelly: Pricing of central banks are completely out of whack

JP Morgan's David Kelly says global nominal GDP is pretty slow, there is low inflation and there is no strong growth. However, the global economy is still moving forward. He speaks with Tom Keene and ...

13 Huhti 201622min

Hintz: Headwind is on the energy side

Hintz: Headwind is on the energy side

Stern School of Business Professor Brad Hintz says ROE's are low because if you're not taking any risk you're not taking any losses. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillanc...

13 Huhti 201620min

Zandi: We'll get another good year in overall consumer spending

Zandi: We'll get another good year in overall consumer spending

Moody's Analytics' Mark Zandi speaking on the American consumer and spending growth where retail is just half of it and spending on services is quite strong. He speaks with Tom Keene and Michael McKee...

13 Huhti 201622min

York: Lower for longer range trading in 40's and 50's

York: Lower for longer range trading in 40's and 50's

WoodMac Oil analyst Skip York says we have been in a fifty dollar range approaching fifteen months and that means it's two years where oil prices are half of where they were before they are corrected ...

13 Huhti 201620min

Straszheim: reports of death of Chinese economy exaggerated

Straszheim: reports of death of Chinese economy exaggerated

Evercore's Donald Straszheim weighs in on an improving Chinese economy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

13 Huhti 201622min

Bianco: 70% of companies will beat earnings expectations

Bianco: 70% of companies will beat earnings expectations

Bianco Research's Jim Bianco sits down to discuss another subpar year for earnings on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

13 Huhti 201612min

Chandler: The Yen is a conundrum

Chandler: The Yen is a conundrum

Harriman's Marc Chandler says the Japanese have lost roughly one hundred million dollars in foreign assets. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/list...

12 Huhti 201611min

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