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(4317)

Duncan: No supply in low price for owned or rented property

Duncan: No supply in low price for owned or rented property

Fannie Mae's Douglas Duncan says the trend of house prices are moving up strongly and anticipating a five percent nominal. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omny...

12 Huhti 201622min

Peabody: Earnings will be ugly for banks in the next ten days

Peabody: Earnings will be ugly for banks in the next ten days

Portales Partners' Charles Peabody says earnings will be down in double digit numbers, but for the regional banks, earnings will be a bit more mixed. He speaks with Tom Keene and Michael McKee on Bloo...

12 Huhti 201620min

Sinche: China may be quietly taking positions in yen, euro

Sinche: China may be quietly taking positions in yen, euro

Amherst Pierpont's Robert Sinche weighs in on non-dollar exchange rates on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

12 Huhti 201611min

Currie: markets are no longer pricing on demand fears

Currie: markets are no longer pricing on demand fears

Goldman Sachs global head of commodities Jeff Currie discusses copper lagging the rest of the commodity market on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener fo...

12 Huhti 201620min

Sweig: tourists will find Cuba is underdeveloped country

Sweig: tourists will find Cuba is underdeveloped country

The University of Texas at Austin's Julia Sweig weighs in on normalizing relations with Cuba on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informat...

12 Huhti 201611min

Nelson: Rates for big corporations are at historical lows

Nelson: Rates for big corporations are at historical lows

Harris Williams' Ryan Nelson discusses the middle market and how rates are at a low but rising and pulling cash off the balance sheet there are little incremental cost. He speaks with Tom Keene and Mi...

11 Huhti 201611min

Gray: Markets are insanely competitive

Gray: Markets are insanely competitive

Alpha Architect Founder Wesley Gray discusses markets and says its really important to understand the details of what you are really doing when it comes to back testing. He speaks with Tom Keene and M...

11 Huhti 20168min

Feroli: Hopeful that the Q2 will improve

Feroli: Hopeful that the Q2 will improve

JPMorgan's Mike Feroli discusses GDP Growth and productivity. He says in March half the committee saw inflation towards the down side and we should focus on the labor market data. He speaks with Tom K...

11 Huhti 201622min

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