Bloomberg Surveillance22 Sep 2025

Market Sentiment and Rate Cut Outlook

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 22nd, 2025
Featuring:
1) Wei Lei, Global Chief Investment Strategist at BlackRock, joins for an extended discussion on staying risk on and sticking with the AI theme. US stocks are set to pull back from all-time highs, with traders dialing back risk at the start of a relatively quiet week on the events calendar.
2) Jens Nordvig, founder at Exante Data, joins for an extended discussion on dollar hedging, gold, Fed independence, and Powell's last word. Gold hit a fresh record, powering past $3,700 an ounce as ETF inflows hit a three-year high, with market bets for almost two more cuts this year fueling a rally.
3) Michelle Meyer, Chief Economist and Head: Economics Institute at Mastercard, brings us into the market open and talks about the health of the economy, US consumer, and Mastercard's holiday guide. Investors are increasingly bullish on the six-month outlook for US stock markets as the Fed has restarted its cuts, but some strategists think this is a case of collective overconfidence.
4) Gautum Mukunda, Bloomberg Opinion contributor and lecturer at Yale School of Management, talks about tariffs, H-1B visas, and the latest on FCC-Kimmel. President Trump signed a proclamation to overhaul the H-1B visa program, requiring a $100,000 fee for applications to curb overuse.

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