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.

See omnystudio.com/listener for privacy information.

Episoder(4353)

M&A Volumes Peaked in 2015 Says Bory

M&A Volumes Peaked in 2015 Says Bory

George Bory, Wells Fargo Securities Head of Credit Strategy, says this year's M&A activity showed a notable slowdown because of politics and tax structure. Steve Bell, Bipartisan Policy Center Senior ...

21 Nov 201731min

U.S. Politics Have Been Thoroughly Corrupted by Money, Sachs Says

U.S. Politics Have Been Thoroughly Corrupted by Money, Sachs Says

Harm Bandholz, UniCredit Chief U.S. Economist, says the time for tax reform is right but we don't need a tax cut in this environment. Jeffrey Sachs, Columbia University Professor, says the debt to GDP...

20 Nov 201729min

Rep. Jim Renacci Says He's a Big Believer in the 401(k)

Rep. Jim Renacci Says He's a Big Believer in the 401(k)

Representative Jim Renacci, a Republican from Ohio, says he's a big believer in the 401(k) and that the Republicans risk holding the majority if they don't pass the tax bill. Prior to that, Willem Bui...

17 Nov 201726min

Radical Technological Transformation is Embedded in This Cycle, Fisher Says

Radical Technological Transformation is Embedded in This Cycle, Fisher Says

Kathy Fisher, the head of wealth and investment strategies at AB Bernstein Private Wealth Management, predicts we're going to be in the longest recovery for the economy and markets we've ever seen in ...

16 Nov 201733min

The U.S. has Isolated Itself from its Principle Trading Allies, Haass Says

The U.S. has Isolated Itself from its Principle Trading Allies, Haass Says

Richard Haass, president of the Council on Foreign Relations, says the U.S. has isolated itself from trading allies and that it shouldn't be complicit to Duterte's government in the Philippines. Denni...

15 Nov 201722min

Collender Calls the GOP Tax Bill 'The Trump Family and Friends Tax Cut'

Collender Calls the GOP Tax Bill 'The Trump Family and Friends Tax Cut'

Stan Collender, MSL Group's executive vice president, says the GOP tax bill isn't economic in origin, but totally political. Prior to that, Conrad DeQuadros, senior economist at RDQ Economics, says we...

14 Nov 201739min

Jeff Sprague Says He Hasn't Had a Positive Rating on GE Since 2008

Jeff Sprague Says He Hasn't Had a Positive Rating on GE Since 2008

Jeff Sprague, founder of Vertical Research Partners, predicts upwards of ten percent of General Electric staff will be out the door in the next 36 months. Prior to that, Seth Masters, the former CIO o...

13 Nov 201728min

It Will Take a Generation Before the Renminbi Plays a Global Role, Eichengreen Says

It Will Take a Generation Before the Renminbi Plays a Global Role, Eichengreen Says

Barry Eichengreen, a professor of economics at University of California Berkeley, discusses global currencies and comments on China's move to open markets for financial firms, saying "it will take tim...

10 Nov 201738min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
finansredaksjonen
morgenkaffen-med-finansavisen
livet-pa-veien-med-jan-erik-larssen
utbytte
rss-sunn-okonomi
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
okonomiamatorene
lederpodden
rss-markedspuls-2
liberal-halvtime
arcticpodden