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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Shearing:we have to pay more attention to EM

Shearing:we have to pay more attention to EM

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Kimball: negative interest rates and GDP

Kimball: negative interest rates and GDP

University of Michigans' Miles Kimball discusses negative interest rates and how it's just an extension of positive interest rates as well as real GDP versus GDP plus inflation. He speaks with Tom Kee...

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Levitt: perspective on how Trump courts Wall Street

Levitt: perspective on how Trump courts Wall Street

Former SEC Chairman Arthur Levitt speaks on how Trump can be bad for banks and has unclear policies. He speaks with Tom Keene and Francine Lacqua on Bloomberg SurveillanceSee omnystudio.com/listener f...

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Roberts: Trump needs to become more presidential, serious

Roberts: Trump needs to become more presidential, serious

Saatchi & Saatchi's Kevin Roberts weighs in on Trump's image and his need to become more presidential on Bloomberg Surveillance with Tom Keene and Francine Lacqua.See omnystudio.com/listener for priva...

24 Maalis 201622min

Ward: we don't own banks anymore after cloudy recovery

Ward: we don't own banks anymore after cloudy recovery

Gamco's Howard Ward weighs in on why he doesn't own any bank stocks after the recovery in banks has been clouded by regulatory efforts on Bloomberg Surveillance with Tom Keene and Francine Lacqua.See ...

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Brown:the UK may end up leaving the EU

Brown:the UK may end up leaving the EU

Mitsubishi UFJs' Brendan Brown discusses how the consequences of immigration can impact central banks and European unity. He speaks with Tom Keene and Francine Lacqua on Bloomberg SurveillanceSee omny...

24 Maalis 201622min

Sowerby:small cap stocks have out performed large cap stocks

Sowerby:small cap stocks have out performed large cap stocks

Loomis Sayles' David Sowerby speaks about stocks and how they are still the best asset class. He speaks with Tom Keene and Francine Lacqua on Bloomberg SurveillanceSee omnystudio.com/listener for priv...

24 Maalis 201620min

Berson: credit availabilty is tighter now and less available

Berson: credit availabilty is tighter now and less available

David Berson from Nationwide Insurance speaking on how housing markets are having a sustainable rise. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener fo...

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