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(4345)

Rice's Actions in Trump Intelligence May Be Improper, Lake Says

Rice's Actions in Trump Intelligence May Be Improper, Lake Says

Bloomberg View columnist Eli Lake says Susan Rice's actions may not be illegal but improper is another question. Prior to that, Bob Hormats, the former Goldman Sachs executive and State Department off...

4 Apr 201748min

Democrats Need Message for Working Class, E. J. Dionne Says

Democrats Need Message for Working Class, E. J. Dionne Says

E.J. Dionne, the Washington Post columnist and senior fellow at the Brookings Institution, says Democrats need to craft a compact message for the working-class voters who are hurting the most in today...

3 Apr 201734min

Sen. Warren Would Defend Dodd-Frank to the Death, Eisman Says

Sen. Warren Would Defend Dodd-Frank to the Death, Eisman Says

Steve Eisman, a money manager at Neuberger Berman Group, discusses bank regulation and says too little leverage in the banking system is bad. Peter Navarro, the director of the National Trade Council,...

31 Mar 201753min

Corporate Tax Reform Will Help Markets, Holland Says

Corporate Tax Reform Will Help Markets, Holland Says

Michael Holland, chairman of Holland & Co., says getting some kind of corporate tax reform in the next six months will help the markets. Absolute Strategy Research's Ian Harnett says the Fed will have...

30 Mar 201746min

Faster Economic Growth Requires Structural Reform, Buiter Says

Faster Economic Growth Requires Structural Reform, Buiter Says

Willem Buiter, Citigroup's chief economist, says faster economic growth requires structural reforms, more capital expenditure and an elimination of trade barriers. Daniel Yergin, IHS' vice chairman, s...

29 Mar 201724min

German Banking Market Needs to Be Restructured, Herro Says

German Banking Market Needs to Be Restructured, Herro Says

David Herro, CIO of Harris Associates, says Germany is one of the worst markets for banking because it has a competitive marketplace. Prior to that, Tobias Levkovich, Citigroup's chief U.S. equity str...

28 Mar 201740min

Aspects of Financial Crisis Still Linger, Crescenzi Says

Aspects of Financial Crisis Still Linger, Crescenzi Says

Anthony Crescenzi, a Pimco money manager, says inaction in Washington has hurt the U.S. economy. Greg Valliere, Horizon Investments' chief global strategist, says tax reform isn't the next issue for t...

27 Mar 201745min

U.S. Equities Aren't the Only Game in Town, Levitt Says

U.S. Equities Aren't the Only Game in Town, Levitt Says

Brian Levitt, a senior strategist at OppenheimerFunds, says there's going to be a pause in markets as we deal with the reality of politics. Peter Tague, Citigroup's co-head of global M&A, says it's to...

24 Mar 201741min

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
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
utbytte
livet-pa-veien-med-jan-erik-larssen
rss-markedspuls-2
rss-investering-gjort-enkelt
liberal-halvtime
okonomiamatorene
lederpodden