Bloomberg Surveillance16 Loka 2025

Market Melt Up Amid Policy Uncertainty

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 7th, 2025
Featuring:
1) Ian Lyngen, Head of US Rates at BMO Capital Markets, discusses Treasury choppiness and the downward path of the 10-year. Meanwhile, gold soared to as high as $4,242 an ounce, taking gains this year to more than 60% as trade frictions and expectations for further Federal Reserve interest-rate cuts lured buyers. The dollar slipped for a third day, while Treasuries were little changed after two-year yields fell toward their lowest level for 2025. Oil rose from a five-month low.
2) Dan Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, discusses Russia, broader geopolitical risk, and the vibes at the IMF. Ukraine is seeking US help for its war effort, with President Volodymyr Zelenskiy meeting President Trump at the White House to discuss air defense, long-range weaponry, and urgent energy assistance.
3) David Bailin, CEO at CIO Capital Partners, talks about the new paradigm in wealth management as strategists try to figure out market moves. Global stocks continued their advance on Thursday as strong technology earnings shifted focus away from the lingering threat of a US-China trade war.
4) Regina Mayor, Global Head of Clients & Markets at KPMG International, talks about the outlook for oil prices and energy policy in the US.

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