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.

See omnystudio.com/listener for privacy information.

Episoder(4331)

Shing: Political uncertainty is the most hedged trade

Shing: Political uncertainty is the most hedged trade

BNP's Edmund Shing weighs in on equity markets and how the most uncertainty in markets is coming from political risk on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/liste...

7 Jun 201611min

Rodriguez: Fed is relevent for the emerging market complex

Rodriguez: Fed is relevent for the emerging market complex

BlackRock's Gerardo Rodriguez sits down to discuss emerging markets and the Fed's impact on EM investments on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pr...

7 Jun 201620min

Sonenshine: Low rates, low growth reflect economic problems

Sonenshine: Low rates, low growth reflect economic problems

Sonenshine Partners' Marshall Sonenshine weighs in on low rates, low growth and how the economy is recovering from the financial crisis on Bloomberg Surveillance with Tom Keene and Michael McKee.See o...

6 Jun 201622min

Sinche: Fed is afraid to get from 0.25% to 1.5%

Sinche: Fed is afraid to get from 0.25% to 1.5%

Amherst Pierpont Securities' Bob Sinche sits down to discuss the Fed Funds Rate and returning to a normalized world on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listen...

6 Jun 201620min

Lockhart: Expect Yellen to say "cautious and gradual"

Lockhart: Expect Yellen to say "cautious and gradual"

Federal Reserve Bank of Atlanta President Dennis Lockhart previews Janet Yellen's speech today. He speaks with Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy informati...

6 Jun 201612min

Eisenbeis: Fed has to say a rate rise is on the table (Correct)

Eisenbeis: Fed has to say a rate rise is on the table (Correct)

Cumberland Advisors' Robert Eisenbeis discusses how the weak jobs report impacts the Fed's timetable. He joins Tom Keene and Michael McKee on Bloomberg Surveillance. (Corrects name and headline)See om...

6 Jun 201611min

Marks: Major change in rates is far down the road

Marks: Major change in rates is far down the road

Oaktree Capital Group's Howard Marks focuses on the Fed's rate timeline. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

6 Jun 201611min

Clarida: The markets don't believe the Fed

Clarida: The markets don't believe the Fed

PIMCO's Richard Clarida says the Fed should continue with gradual rate hikes. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

6 Jun 201620min

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