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: Once Again, Doubt About the Fed

Surveillance: Once Again, Doubt About the Fed

Atlantic Equities Bank Analyst Chris Wheeler says he doesn't expect a merger of big banks in Germany. Also, Ed Morse, head of commodities research at Citigroup, sees $65 oil by the end of 2017 and thi...

31 Aug 201630min

Surveillance: Fed's Fischer Says Negative Rates Seem to Work

Surveillance: Fed's Fischer Says Negative Rates Seem to Work

Federal Reserve Vice Chairman Stanley Fischer says negative interest rates seem to be working in other countries, while reinforcing that they aren’t on the table in the U.S. Adam Posen, president of t...

30 Aug 201626min

Surveillance: Taylor Rule Author: Fed Should Already Have Moved

Surveillance: Taylor Rule Author: Fed Should Already Have Moved

Did the Fed blow it? Stanford University economist John Taylor says Federal Reserve policymakers erred by failing raise interest rates so far this year and the policy is “confusing people.” Also, Pete...

29 Aug 201643min

Surveillance: The Fed Presidents Speak at Jackson Hole

Surveillance: The Fed Presidents Speak at Jackson Hole

St. Louis Fed President James Bullard says the central bank is close to its goals; Dallas Fed President Robert Kaplan says the path of Fed rate hikes going forward will be flatter; Atlanta Fed Preside...

26 Aug 201651min

Surveillance: Jackson Hole Host Says Raise Rates

Surveillance: Jackson Hole Host Says Raise Rates

Kansas City Fed President Esther George: "Time is right" for a near-term rate hike; Howard Ward, GAMCO chief investment officer, says we're running up against the law of diminishing returns when it co...

25 Aug 201639min

Surveillance: Trump Will Cut Taxes for Everyone

Surveillance: Trump Will Cut Taxes for Everyone

David Malpass, Donald Trump Economic Advisor, says Trump will cut taxes for everyone; Dominic Konstam, Deutsche Bank Global Head of Rates Research, "stunned" by poor productivity numbers; David Kotok,...

24 Aug 201644min

Surveillance: America's Millions of Uncountable Unemployed

Surveillance: America's Millions of Uncountable Unemployed

Jim Glassman, senior economist at JPMorgan Securities, says the U.S. unemployment rate may be 6.47 percent; Michael Pond, head of inflation market strategy at Barclays Global, speaks about the distinc...

23 Aug 201632min

Surveillance: Davies, Herro, El-Erian

Surveillance: Davies, Herro, El-Erian

Tom Keene and Francine Lacqua, filling in for Michael McKee, bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss monetary policy with ...

22 Aug 201636min

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