Stocks Extend September Rally as Gold Tops $3,800

Stocks Extend September Rally as Gold Tops $3,800

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 29th, 2025

Featuring:
1) Henrietta Treyz, Co-Founder at Veda Partners, joins to discuss what's at stake as President Trump is set to meet with Democratic leaders at the White House on Monday with the first government shutdown in nearly seven years looming.
2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, on what comes next for markets after the Fed's long-anticipated rate cut. Monetary policy easing is thought to be needed to support the labor market, and while true, there is another reason lurking – to avoid the risk and vulnerabilities of a liquidity squeeze.

3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins with some perspective on risk assets as stocks rose at the start of a week that will be dominated by a series of labor market reports, with traders betting the data will reinforce expectations for US interest rate cuts.
4) Bloomberg's Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal report on how American credit markets may be running too hot.

See omnystudio.com/listener for privacy information.

Episoder(4376)

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8am-9am ET: Murray, Rolland, Piegza & Herrmann

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Hormats: china working to improve communication to markets

Hormats: china working to improve communication to markets

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26 Feb 20168min

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Hormats: countries need to be concerned about devaluation

Kissinger Associates' Robert Hormats says countries are most worried about competitive currency devaluation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for p...

26 Feb 201612min

7am-8am ET: Hormats & Ghahramani

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Kissinger Associates' Bob Hormats says most countries are concerned about the amount of currency volatility and competitive currency devaluation. SGH Macro Advisors' Sassan Ghahramani discusses the G-...

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