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(4351)

We Need to Bring Back Up to $3 Trillion in Overseas Corporate Capital, Moore Says

We Need to Bring Back Up to $3 Trillion in Overseas Corporate Capital, Moore Says

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U.S. Faces Disconnect Between Urban and Industrial Economies, Dionne Says

U.S. Faces Disconnect Between Urban and Industrial Economies, Dionne Says

E.J. Dionne, the author of "One Nation After Trump" and a columnist at The Washington Post, says one of the biggest problems the U.S. faces is the disconnect between the economies of metro areas and s...

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We'll See a Split in Market Research, Ailman Says

We'll See a Split in Market Research, Ailman Says

Chris Ailman, CIO of CalSTRS, says we'll see a split in market research and when it's valuable, people should be willing to pay for it. OPEC's power is diminishing but it still has the power to jawbon...

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Germany's An Election Cycle Away From Generational Change, Kornblum Says

Germany's An Election Cycle Away From Generational Change, Kornblum Says

John Kornblum, the former U.S. Ambassador to Germany, questions if Germany's next generation will jump into the digital world or become more national oriented. Jeromin Zettelmeyer, the former director...

25 Sep 201734min

U.S. Is the Least Protectionist Major Economy in the World, Ross Says

U.S. Is the Least Protectionist Major Economy in the World, Ross Says

U.S. Commerce Secretary Wilbur Ross says that NAFTA is killing jobs and that the U.S. is the least protectionist major economy in the world. Prior to that, Ellen Zentner, Morgan Stanley's chief U.S. e...

22 Sep 201736min

Bipartisan Health-Care Bill Basics Were 'Torpedoed,' Kaine Says

Bipartisan Health-Care Bill Basics Were 'Torpedoed,' Kaine Says

President Trump, Paul Ryan and Mitch McConnell torpedoed the bipartisan effort to pass healthcare, Senator Tim Kaine says. Prior to that, Wolfgang Ischinger, chairman of the Munich Security Conference...

21 Sep 201733min

Market Economy Can't Succeed With Near-Zero Rates, King Says

Market Economy Can't Succeed With Near-Zero Rates, King Says

The former governor of the Bank of England, Mervyn King, talks about how the financial crisis changed the banking culture and says a market economy can't succeed with near-zero interest rates. Martin ...

20 Sep 201735min

Fed Doesn't Have the Adequate Tools, Koesterich Says

Fed Doesn't Have the Adequate Tools, Koesterich Says

Ahead of Wednesday's Fed meeting, Russ Koesterich, a global allocation fund manager at BlackRock, discusses criticisms of the U.S. central bank and says rates aren't an ideal tool for tackling income ...

19 Sep 201749min

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