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(4345)

The World Is Trading Between Companies, Not Nations, Lee Says

The World Is Trading Between Companies, Not Nations, Lee Says

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E.U. Banks Haven't Embraced Cross-Services Reform, O'Neill Says

E.U. Banks Haven't Embraced Cross-Services Reform, O'Neill Says

Jim O'Neill, the former U.K. commercial secretary to the Treasury, says E.U. banks have never embraced true cross-services reform and that American banks played a more successful game than their E.U. ...

26 Apr 201746min

European Financial Stocks Will Do Well, Herro Says

European Financial Stocks Will Do Well, Herro Says

David Herro, CIO at Harris Associates, says European financial stocks will do well and BNP Paribas is still a good value. Prior to that, Adair Turner, former chairman of the U.K. Financial Services Au...

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French Are Fed Up With Traditional Political Elite, Attias Says

French Are Fed Up With Traditional Political Elite, Attias Says

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French Election Isn't a Big Short-Term Risk, Blanchard Says

French Election Isn't a Big Short-Term Risk, Blanchard Says

Olivier Blanchard, former chief economist at the IMF, says the French election isn't a big short-term risk and the lack of informed economics debate is an issue. Prior to that, Jason Furman, a senior ...

21 Apr 201741min

Three Rate Hikes Is Still a Good Baseline, Kaplan Says

Three Rate Hikes Is Still a Good Baseline, Kaplan Says

Robert Kaplan, president of the Dallas Fed, says three Fed rate hikes is still a good baseline and that the central bank's unwinding of its balance sheet should be phased in and gradual. Prior to that...

20 Apr 201728min

U.S. Market Is the Most Expensive, Fink Says

U.S. Market Is the Most Expensive, Fink Says

BlackRock CEO Larry Fink says the U.S. market is the most expensive relative to others and that the market today is anticipating a more centrist outcome with the French elections. Prior to that, Amher...

19 Apr 201743min

French Election More Important Than U.K. Election, Konstam Says

French Election More Important Than U.K. Election, Konstam Says

Dominic Konstam, Deutsche Bank Securities Global Rates Research Head, said a weak sterling reflects the U.K. may struggle to get a good Brexit deal. John Stoltzfus, Oppenheimer & Co. Chief Investment ...

18 Apr 201744min

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