Bloomberg Surveillance TV: October 6th, 2025

Bloomberg Surveillance TV: October 6th, 2025

- Paul Donovan, Chief Economist, UBS Global Wealth Management
- Jordan Rochester, FICC Strategy Head at Mizuho
- Lindsey Piegza, Chief Economist at Stifel
- Jay Goldberg, Senior Analyst at Seaport Research Partners

Paul Donovan, Chief Economist at UBS Global Wealth Management, discusses the economic implications of possible government shutdown-related layoffs. Jordan Rochester, Head of FICC Strategy at Mizuho, shares his take on what the near-certain elevation of pro-stimulus lawmaker Sanae Takaichi as Japan’s next prime minister means for financial markets. Lindsey Piegza, Chief Economist at Stifel, breaks down the US economic data that markets watchers will - and will not - get as the US government shutdown enters its second week. Jay Goldberg, Senior Analyst at Seaport Research Partners, reacts to news that AMD will partner with OpenAI.

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Episoder(4354)

Things Fall Apart (in the Markets), Gartman Says

Things Fall Apart (in the Markets), Gartman Says

James Sweeney, Credit Suisse Chief Economist and International Wealth Management Division Americas CIO, thinks the market has been pricing in more policy than usual. Jeff Currie, Goldman Sachs Global ...

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We're in Price Discovery Mode, Wilson Says

We're in Price Discovery Mode, Wilson Says

Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we haven't had portfolio disruption yet but he think it's to come. Doug Kass, Seabreeze Partners President, says the lesson learned in th...

8 Feb 201830min

Regulatory System is Absurdly Complex, King Says

Regulatory System is Absurdly Complex, King Says

Kit Juckes, Societe Generale Chief FX Strategist, and Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, discuss the latest in currency moves. Mervyn King, Former Bank Of England...

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Yesterday's Event is a VIX Event, Curnutt Says

Yesterday's Event is a VIX Event, Curnutt Says

Dean Curnutt, Macro Risk Advisors CEO, and Bruce Kasman, J.P. Morgan Chief Economist, discuss the stock market plunge from a macro standpoint. Steven Major, HSBC Managing Director and Global Head of F...

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Fed Sent a Powerful Signal on Friday, Wessel Says

Fed Sent a Powerful Signal on Friday, Wessel Says

Chris Verrone, Strategas Research Partners Head of Technical Analysis, and Marcus Ashworth, Bloomberg Gadfly Columnist, take a close look at the market selloff. David Wessel, Brookings Institution's H...

5 Feb 201827min

Surveillance Special: The Fed Decides, Jan. 31, 2018

Surveillance Special: The Fed Decides, Jan. 31, 2018

Description: Tom Keene and Scarlet Fu are joined by Fmr. Federal Reserve Chair Alan Greenspan, Janus Henderson Portfolio Manager Bill Gross, Grant Thornton Chief Economist Diane Swonk, and in-house Bl...

2 Feb 201855min

Surveillance: Full Employment is Not Perfection, Krueger Says

Surveillance: Full Employment is Not Perfection, Krueger Says

Nouriel Roubini, Roubini Macro Associates Chairman and NYU Stern School of Business Professor, says bitcoin is the mother of all bubbles. Alan Krueger, Princeton University Economics Professor, says l...

2 Feb 201833min

Surveillance: Too Much Data, Too Little Analysis, Shilling Says

Surveillance: Too Much Data, Too Little Analysis, Shilling Says

Gary Shilling, A. Gary Shilling President, says complacency in the markets is extreme. David Kirkpatrick, Techonomy Media CEO, says he's seen user saturation coming for Facebook for some time. Kate Wa...

1 Feb 201835min

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