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(4353)

NAFTA Decision will be Market Moving, Haines Says

NAFTA Decision will be Market Moving, Haines Says

Chris Rupkey, MUFG Union Bank Chief Financial Economist, asks how Washington will pay for new infrastructure and healthcare programs following the tax cuts. Max Nisen, Bloomberg Gadfly Columnist, join...

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Weak Dollar is Great for EM, Santos Says

Weak Dollar is Great for EM, Santos Says

Gabriela Santos, JPMorgan Asset Management Global Market Strategist, thinks President Trump's speech in Davos at the World Economic Forum was well received. Dana Telsey, Telsey Advisory Group CEO, say...

29 Jan 201827min

Inflation is a Major Risk, Rahbari Says

Inflation is a Major Risk, Rahbari Says

Gene Sperling, Former National Economic Council Director, says President Trump has proven to be a very divisive figure and it has discouraged tourism in the U.S. Greg Valliere, Horizon Investments Chi...

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Trump Has Stolen the Show at Davos, Yergin Says

Trump Has Stolen the Show at Davos, Yergin Says

Carsten Brzeski, ING-Diba Chief Economist, reacts to the European Central Bank Governor Mario Draghi's press conference. Angus Deaton, Nobel Laureate Economist, says policy towards labor in the U.S. i...

25 Jan 201825min

Leaving NAFTA Makes No Sense, Frenkel Says

Leaving NAFTA Makes No Sense, Frenkel Says

Kenneth Rogoff, Harvard University Professor, and Laura Tyson, Berkeley Haas School School of Business Distinguished Professor, discuss tax cuts, the deficit, and the dollar. Jacob Frenkel, JPMorgan C...

24 Jan 201829min

Special: The Next Financial Crisis

Special: The Next Financial Crisis

Tom Keene moderates a discussion with Barclays CEO Jes Staley, Citigroup CEO Michael Corbat, Carlyle Group Co-Founder David Rubenstein, Vice Chairman of China's Securities Regulatory Commission Fang X...

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Trust in Government Has Imploded, Edelman Says

Trust in Government Has Imploded, Edelman Says

Uber CEO Dara Khosrowshahi joins Bloomberg Editor-in-Chief John Micklethwait for a conversation at the World Economic Forum in Davos. Paul Sheard, S&P Chief Global Economist, says central banks are a ...

23 Jan 201835min

Markets Haven't Reacted to the Shutdown, Lee Says

Markets Haven't Reacted to the Shutdown, Lee Says

Bill Lee, Milken Institute Chief Economist, predicts the World Economic Forum is going to see a new phase of globalism that includes national priorities. Richard Attias, Global Event Management Founde...

22 Jan 201829min

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