Bloomberg Surveillance TV: September 29th, 2025

Bloomberg Surveillance TV: September 29th, 2025

- Manny Roman, Chief Executive Officer at PIMCO

- Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor

- Max Kettner, Chief Multi-Asset Strategist at HSBC

- Jim Bianco, President and Macro Strategist at Bianco Research

Manny Roman, Chief Executive Officer at PIMCO, shares his views on investing in the AI infrastructure boom and why the full impact of President Trump’s tariff policies has yet to be seen. Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, discusses what’s at stake as a government shutdown looms in Washington. Max Kettner, Chief Multi-Asset Strategist at HSBC, joins to discuss the continuing rally in equities as traders await labor-market data this week that could reinforce bets about the Federal Reserve’s path of interest-rate cuts. Jim Bianco, President and Macro Strategist at Bianco Research, gives his outlook for Fed rate policy following last week’s stronger-than-anticipated inflation and jobs data.

See omnystudio.com/listener for privacy information.

Episoder(4312)

Silverstein: balance sheets are best drivers of performance now

Silverstein: balance sheets are best drivers of performance now

Deutsche Bank's Josh Silverstein discusses the best opportunities in the oil patch. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

23 Feb 201611min

Todd: Nevada caucus not important unless Trump loses

Todd: Nevada caucus not important unless Trump loses

NBC's Chuck Todd discusses the importance of the Nevada caucus to the Republican race on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Feb 201611min

Porzecanski: Argentina bond bet suddenly isn't so hot

Porzecanski: Argentina bond bet suddenly isn't so hot

Bloomberg's Katia Porzecanski says that speculators who piled into Argentina's bonds trying to turn a quick profit may end up disappointed. All this and more with Tom Keene and Michael McKee on Bloomb...

23 Feb 201611min

Cassidy: top 20 banks can manage commodity drop

Cassidy: top 20 banks can manage commodity drop

RBC's Gerard Cassidy weighs in on banks' exposure to the energy collapse on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Feb 201611min

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 Feb 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 Feb 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 Feb 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 Feb 201612min

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