Bloomberg Surveillance TV: November 12th, 2025

Bloomberg Surveillance TV: November 12th, 2025

  • Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock
  • Sarah House, Senior Economist at Wells Fargo
  • Jon Lieber, Managing Director: US at The Eurasia Group
  • Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments

Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, discusses the US inflation picture and the Federal Reserve’s path ahead. Sarah House, Senior Economist at Wells Fargo, explains how the labor market is holding together amid the lack of economic data. Jon Lieber, Managing Director: US at The Eurasia Group, discusses what’s next in Washington as the House returns to vote on a shutdown resolution. Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments, examines how concerns around AI and big tech are weighing on equity markets.

See omnystudio.com/listener for privacy information.

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Mather: Greater degree of uncertainty creating choppy markets

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Abramowicz: central bank policies are creating asset bubbles

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Levitt: regulators should be nervous with credibility at risk

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Caron: interest rates not the best solution

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8am-9am: Kass & Zandi

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Zandi: strong wage growth driving U.S. economic expansion

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Zandi: odds of recession in U.S. between 15-20%

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Moody's Analytics' Mark Zandi says the odds of a U.S. recession are between 15 to 20 percent and there are more worries about economies overseas. He says this on Bloomberg Surveillance with Tom Keene ...

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Kass: we are at risk of saving ourselves into a recession

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