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(4348)

US Jobless Rate Will Drop to 3.5% Next Year, Hyman Says

US Jobless Rate Will Drop to 3.5% Next Year, Hyman Says

Evercore ISI Chairman Ed Hyman explains why he's so optimistic about the U.S. jobless rate. Mark Haefele, UBS Wealth Management's global chief investment officer, says emerging markets mirror improvin...

23 Jun 201742min

Rising Home Prices Aren't 'Bubble Mentality,' Shiller Says

Rising Home Prices Aren't 'Bubble Mentality,' Shiller Says

Robert Shiller, a professor at Yale University, and Peter Wallison, a former Reagan White House counsel, discuss the state of the housing market and Dodd-Frank regulations. Pankaj Ghemawat, a professo...

22 Jun 201734min

Senate's 'Secret' Health-Care Bill Is a Worry, Magaziner Says

Senate's 'Secret' Health-Care Bill Is a Worry, Magaziner Says

Seth Magaziner, Rhode Island's general treasurer, says Rhode Islanders are most concerned about the Senate's "secret" health-care bill. Prior to that, Alan Ruskin, Deutsche Bank's global head of G-10 ...

21 Jun 201743min

Dollar’s Strength Shows Trust in Trump, Mnuchin Says (Correct)

Dollar’s Strength Shows Trust in Trump, Mnuchin Says (Correct)

U.S. Treasury Secretary Steven Mnuchin talks about the dollar’s strength and tells David Gura that the Trump administration hasn’t yet made a decision on whether to replace the Fed chair. Prior to tha...

21 Jun 201735min

Amazon Got Whole Foods for Free, Kantor Says

Amazon Got Whole Foods for Free, Kantor Says

Neuberger Berman's Charles Kantor says Amazon effectively got Whole Foods for free as its shares spiked. Prior to that, Hans Humes, CEO of Greylock Capital, says U.S. market leverage isn't nearly as b...

19 Jun 201744min

Amazon-Whole Foods Deal Could Be Tech or Grocery, Profusek Says

Amazon-Whole Foods Deal Could Be Tech or Grocery, Profusek Says

Robert Profusek, partner and chair of global M&A at law firm Jones Day, says he doesn't know whether Amazon's decision to acquire Whole Foods is about retail, tech, grocery or activism. Prior to that,...

16 Jun 201751min

Clarida Sums Up Yellen's News Conference: 'Trust Me'

Clarida Sums Up Yellen's News Conference: 'Trust Me'

Richard Clarida, a professor at Columbia University, discusses Janet Yellen's news conference and says there's evidence of the Phillips Curve effect in U.S. wages. Prior to that, James Sweeney, Credit...

15 Jun 201741min

Leaks and Backstabbing Pushed Loyalty to Forefront, Carson Says

Leaks and Backstabbing Pushed Loyalty to Forefront, Carson Says

Ben Carson, U.S. Housing and Urban Development Secretary, says leaks and backstabbing have pushed Trump's arguments about loyalty to the forefront. Prior to that, Gideon Rose, the editor of Foreign Af...

13 Jun 201751min

Populært innen Business og økonomi

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