Bloomberg Surveillance TV: October 21st, 2025

Bloomberg Surveillance TV: October 21st, 2025

- Drew Matus, Chief Market Strategist at MetLife
- Paul Jacobson, Chief Financial Officer at General Motors
- Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management
- Earl Davis, Head of Fixed Income and Money Markets, BMO Global Asset Management

Drew Matus, Chief Market Strategist at MetLife, discusses how investors are turning to earnings for a beat on the economy in the absence of US economic data. Paul Jacobson, Chief Financial Officer at General Motors, joins to discuss the company's earnings. Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, on the state of trade negotiations between the US and China. Earl Davis, Head of Fixed Income and Money Markets at BMO Global Asset Management, shares his expectations for the Fed's December meeting.

See omnystudio.com/listener for privacy information.

Jaksot(4316)

Denbow: China won't cut commodity supply

Denbow: China won't cut commodity supply

USAA's Dan Denbow says China won't scale back its production of commodities, because Beijing's big priority is jobs. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/l...

23 Helmi 201612min

Shilling: deflation from Japan concerning central banks

Shilling: deflation from Japan concerning central banks

Gary Shilling & Co.'s Gary Shilling says there has been a little bit of good and bad deflation, which is concerning central banks. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee....

23 Helmi 20168min

Denbow, Jalinoos, Alloway, Porzecanski & Silverstein

Denbow, Jalinoos, Alloway, Porzecanski & Silverstein

USAA's Dan Denbow covers the commodity collapse. Credit Suisse's Shahab Jalinoos speaks about the slide in sterling. Bloomberg's Tracy Alloway reacts to the market open. Bloomberg's Katia Porzecanski ...

23 Helmi 201642min

Shilling: countries devaluing against dollar to boost growth

Shilling: countries devaluing against dollar to boost growth

Gary Shilling & Co.'s Gary Shilling says virtually every country is devaluing their currency against the dollar to boost exports and spur demand. He speaks on Bloomberg Surveillance with Tom Keene and...

23 Helmi 201612min

Kelly: U.S. economy isn't even close to recession

Kelly: U.S. economy isn't even close to recession

JPMorgan Funds' David Kelly says the U.S. economy is in far better shape than most people think. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy ...

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7am-8am ET: Shilling, Cassidy & Todd

7am-8am ET: Shilling, Cassidy & Todd

Gary Shilling & Co's Gary Shilling says slow growth is pushing countries to devalue their currencies against the dollar to boost demand for exports. RBC's Gerard Cassidy discusses banks' exposure to t...

23 Helmi 201642min

Kelly: inflation is a 'sleeping dragon'

Kelly: inflation is a 'sleeping dragon'

JPMorgan Funds' David Kelly says inflation is making a comeback. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Bill Gates: blindsided by report he backs FBI on Apple

Bill Gates: blindsided by report he backs FBI on Apple

Bill Gates vigorously denies a report that he supports the FBI in the standoff with Apple. He speaks with Stephanie Ruhle and John Micklethwait. All this and more on Bloomberg Surveillance with Tom Ke...

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