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(4338)

Surveillance: Beginning to See Slowdown in Banking, Hintz Says

Surveillance: Beginning to See Slowdown in Banking, Hintz Says

Brad Hintz, adjunct professor of finance at New York University, says this was a good summer for fixed income for the banks. Dan Yergin, vice chairman of IHS, says the U.S. needs higher economic growt...

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Surveillance: Slowing Innovation Hit Productivity, Phelps Says

Surveillance: Slowing Innovation Hit Productivity, Phelps Says

Edmund Phelps, winner of the 2006 Nobel Memorial Prize in Economic Sciences, says innovation is making workers more effective, but what they are producing is less valuable and that's why wages are fal...

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Surveillance: Stephen Stanley on the Part Time-ization of US

Surveillance: Stephen Stanley on the Part Time-ization of US

Stephen Stanley, chief economist of Amherst Pierpont Securities, says 2016 inflation is very close to 2 percent. Craig Moffett, partner and senior research analyst at MoffettNathanson, says cable is b...

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Surveillance: Workplace Is Changing Dramatically, Nobelist Says

Surveillance: Workplace Is Changing Dramatically, Nobelist Says

Dennis Gartman, editor of the Gartman Letter, says he's not yet confident of a gold rebound. Steve Rattner, chairman of Willet Advisors, says the equity markets are fully valued and that he's reducing...

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Surveillance: Fed Moving Closer to Normalization, Sinche Says

Surveillance: Fed Moving Closer to Normalization, Sinche Says

Robert Sinche, global strategist at Amherst Pierpont Securities, says the long-term yield downturn is a global phenomenon. Greg Valliere, chief global strategist at Horizon Investments, says Hillary C...

10 Okt 201640min

Admati: Deutsche Bank Has Made Itself More Systemic

Admati: Deutsche Bank Has Made Itself More Systemic

Anat Admati, professor of finance and economics at Stanford Graduate School of Business, says capital levels for European banks are meaningless with accounting tricks.See omnystudio.com/listener for p...

7 Okt 201616min

Surveillance: Gross Says Job Report Won't Bar Fed Rate Increase

Surveillance: Gross Says Job Report Won't Bar Fed Rate Increase

Alan Krueger, a professor of economics at Princeton University, says the U.S. economy is seeing encouraging signs of wage growth. Peter Fisher, a senior fellow at Dartmouth's Tuck School of Business, ...

7 Okt 201640min

Surveillance: Settlement on Deutsche Bank is Best, Lagarde Said

Surveillance: Settlement on Deutsche Bank is Best, Lagarde Said

John Lipsky, a visiting scholar of the Paul H. Nitze School of Advanced International Studies and a former special adviser to the IMF, says the IMF is less concerned about China in the short term. Moh...

6 Okt 201642min

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