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)

Surveillance: Europe, as a Construct, Is Failing, Bremmer Says

Surveillance: Europe, as a Construct, Is Failing, Bremmer Says

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Surveillance: Gross Says He Can't Live With the Taylor Rule

Surveillance: Gross Says He Can't Live With the Taylor Rule

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Surveillance: Modi's Cash Move Is Radical, Rogoff Says

Surveillance: Modi's Cash Move Is Radical, Rogoff Says

Former IMF Chief Economist Kenneth Rogoff says India's currency crisis is exacerbated by policy implementation issues. Then, Daniel Yergin, the vice chairman of IHS, says the OPEC production deal will...

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Surveillance: Italy's Possible Eurozone Exit

Surveillance: Italy's Possible Eurozone Exit

Ian Shepherdson, Pantheon Macroeconomics' chief economist, says Italy leaving the Eurozone would be an "end of the world event," while TS Lombard Research's chief economist, Shweta Singh, says things ...

30 Nov 201635min

Surveillance: Trumponomics Not Unlike Mussolini, Posen Says

Surveillance: Trumponomics Not Unlike Mussolini, Posen Says

Tom Keene and David Gura talk to Adam Posen, the president of the Peterson Institute for International Economics, about what we know about Donald Trump's economic plan. Then, Bob Greifeld, Nasdaq's CE...

29 Nov 201638min

Surveillance: Fidel Castro's Death Doesn't Mean Radical Change

Surveillance: Fidel Castro's Death Doesn't Mean Radical Change

David Gura and Francine Lacqua, filling in for Tom Keene, discuss Fidel Castro's legacy and what his death means for the future of Cuba with Julia Sweig, a professor at University of Texas at Austin a...

28 Nov 201636min

Surveillance: Black Friday's Massive Move to Online

Surveillance: Black Friday's Massive Move to Online

Howard Davidowitz, Davidowitz & Associates' chairman, says we will see more brick and mortar stores close as online sales grow. Then, Jerry Storch, CEO of Hudson's Bay, says that while 85 to 90 percen...

25 Nov 201643min

Surveillance: Anti-Trade Seems Unlikely For Trump, Hubbard Says

Surveillance: Anti-Trade Seems Unlikely For Trump, Hubbard Says

Glenn Hubbard, the dean of Columbia Business School, says he is optimistic about the policy agenda that President-elect Donald Trump has set out. Prior to that, Howard Ward, Gabelli Funds' CIO for gro...

23 Nov 201640min

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