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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Masters: not paid enough for risk

Masters: not paid enough for risk

Bernstein's Seth Masters explains why he's slightly underweight equities. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

14 Maalis 201612min

Zentner: no compelling reason for Fed to raise rates

Zentner: no compelling reason for Fed to raise rates

Morgan Stanley's Ellen Zentner says global headwinds and weak inflation mean the Fed doesn't need to tighten. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

14 Maalis 201611min

Zentner: Fed's outlook is too lofty

Zentner: Fed's outlook is too lofty

Morgan Stanley's Ellen Zentner defends her new Fed call. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

14 Maalis 201611min

8am-9am ET: Masters & Zentner

8am-9am ET: Masters & Zentner

Bernstein's Seth Masters says risk premiums are too low right now. Morgan Stanley's Ellen Zentner says the Fed's outlook is too lofty. They join Tom Keene and Michael McKee on Bloomberg Surveillance.S...

14 Maalis 201642min

7am-8am ET: Haass & Sankey

7am-8am ET: Haass & Sankey

Council on Foreign Relations' Richard Haass weighs in on the divergence of monetary and fiscal policy. Wolfe Research's Paul Sankey discuss a bullish outlook for oil stocks. All this and more on Bloom...

14 Maalis 201642min

Sankey: Chevron seeing falling capex, rising growth

Sankey: Chevron seeing falling capex, rising growth

Wolfe Research's Paul Sankey weighs in on his outlook for Chevron, Exxon Mobil and ConocoPhillips on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy inf...

14 Maalis 201611min

Sankey: Iran has complicated oil price forecasts

Sankey: Iran has complicated oil price forecasts

Wolfe Research's Paul Sankey weighs in on the rebound in oil prices on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

14 Maalis 201611min

Haass: balance of power in Europe helps U.S.

Haass: balance of power in Europe helps U.S.

Council on Foreign Relations' Richard Haass weighs in on how the balance of power in Europe serves U.S. interests as well on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/...

14 Maalis 20168min

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