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)

Democrats Are in the Wilderness, Valliere Says

Democrats Are in the Wilderness, Valliere Says

Greg Valliere, Horizon Investments' chief global strategist, says Democrats are in the wilderness when it comes to responding to President Trump, whose change in tone will yield positive dividends. Pr...

1 Mar 201738min

U.S. Economy Is Pretty Solid at 2.5% Growth, Hyman Says

U.S. Economy Is Pretty Solid at 2.5% Growth, Hyman Says

Ed Hyman, chairman of Evercore ISI, says the U.S. economy will expand by 2.5 percent this year and we'll know the economy is at full employment once wages start to rise. Libby Cantrill, PIMCO's head o...

28 Feb 201748min

Valuations Are Just About Average, Herro Says

Valuations Are Just About Average, Herro Says

David Herro, Harris Associates' deputy chairman and CIO, says valuations aren't overpriced. Prior to that, Jonathan Golub, RBC Capital Markets' chief U.S. market strategist, says inflation expectation...

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Virginia's McAuliffe Criticizes Trump's First Month

Virginia's McAuliffe Criticizes Trump's First Month

Terry McAuliffe, Virginia's Democratic governor, says President Trump has made many mistakes in his first 30 days. Prior to that, Merrill Lynch's Joe Quinlan says politicians have to pay attention to ...

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Banks Will Close 10,000 Branches in Coming Years, Mayo Says

Banks Will Close 10,000 Branches in Coming Years, Mayo Says

Michael Mayo, a banking analyst at CLSA, says banks will close 10,000 branches in the next several years as customers accept mobile banking. Prior to that, Ed Morse, Citigroup's global head of commodi...

23 Feb 201732min

U.S. Markets Are Ignoring Risks, Yale's Roach Says

U.S. Markets Are Ignoring Risks, Yale's Roach Says

Stephen Roach, a professor at Yale University, says U.S. markets are largely ignoring risks because it's human behavior to believe in the message of growth rather than the reality of political upheava...

22 Feb 201747min

Europeans Worried Trump Isn't Leading, Harvard's Burns Says

Europeans Worried Trump Isn't Leading, Harvard's Burns Says

Nicholas Burns, a professor at Harvard University, says many Europeans are concerned that the U.S. is no longer leading the West. Prior to that, Chris Verrone, Strategas Research's head of technical a...

21 Feb 201734min

The Economic Pain of Brexit Is Becoming Clear, Blair Says

The Economic Pain of Brexit Is Becoming Clear, Blair Says

Former UK Prime Minister Tony Blair discusses Brexit and the importance of Theresa May's relationship with Donald Trump. Howard Ward, Gabelli Funds' CIO of growth equities, says investors need to brac...

17 Feb 201746min

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