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(4341)

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Surveillance: Rate Rise Is a Golden Moment for Banks, Mayo Says

Surveillance: Rate Rise Is a Golden Moment for Banks, Mayo Says

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Surveillance: Eichengreen on Globalization's New Normal

Surveillance: Eichengreen on Globalization's New Normal

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Surveillance: Euro Bank Accounting Doesn't Provide Confidence

Surveillance: Euro Bank Accounting Doesn't Provide Confidence

Gary Shilling, president and founder of A. Gary Shilling, and Kroll Bond Rating Agency's Chris Whalen, discuss their outlook for the European banking industry. Then, Oppenheimer's Fadel Gheit discusse...

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Surveillance: We're Entering Deglobalization Era, Sharma Says

Surveillance: We're Entering Deglobalization Era, Sharma Says

Ruchir Sharma, Morgan Stanley's chief global strategist, says we're seeing a different deglobalization with Donald Trump than we saw in the 1930s and the trend is accelerating. Prior to that, Shannon ...

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Surveillance: Fed Dot Plot Is Not a Good Idea, Orphanides Says

Surveillance: Fed Dot Plot Is Not a Good Idea, Orphanides Says

Athanasios Orphanides, a professor at MIT and a former ECB official, discusses the merits of the Federal Reserve's dot plot and central bank transparency. Then, Abby Joseph Cohen, president of Goldman...

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Surveillance: Trump Could Boost Europe, Haass Says

Surveillance: Trump Could Boost Europe, Haass Says

Richard Haass, president of the Council on Foreign Relations, and Michael Spence, a professor at NYU, weigh in on European and American politics, saying the euro zone remains flawed and globalization ...

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Surveillance: OPEC Is Doomed, Gartman Says

Surveillance: OPEC Is Doomed, Gartman Says

Dennis Gartman, editor of the Gartman Letter, says the price of crude oil will fall to zero in 30 years. Then, Kate Moore, BlackRock's chief equity strategist, says she's most focused on monetary poli...

6 Des 201641min

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