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(4327)

Swonk: Markets have been more right than the Fed on dot plots

Swonk: Markets have been more right than the Fed on dot plots

DS Economics' Diane Swonk weighs in on Fed rate hikes on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

26 Mai 201620min

Collender: Global economy must crash before Congress acts

Collender: Global economy must crash before Congress acts

Qorivs MSLGROUP's Stan Collender vents his frustration at inaction in Congress. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

26 Mai 20168min

Bory: Corporate bonds tend to track Treasury moves

Bory: Corporate bonds tend to track Treasury moves

Wells Fargo's George Bory shares his cautious outlook for corporate credit. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

26 Mai 201612min

Blackwill & Harris on "War By Other Means"

Blackwill & Harris on "War By Other Means"

Authors Robert Blackwill and Jennifer Harris discuss their book "War By Other Means" with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

25 Mai 201619min

Lignos: Market is repricing in higher Fed rates this year

Lignos: Market is repricing in higher Fed rates this year

RBC's Elsa Lignos weighs in on dollar strength on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

25 Mai 201611min

Mowat: Not a lot of EM currency volatility to start the year

Mowat: Not a lot of EM currency volatility to start the year

JPMorgan's Adrian Mowat sits down to discuss emerging markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

25 Mai 201620min

Dequadros: Trade will be a modest drag on growth in Q2

Dequadros: Trade will be a modest drag on growth in Q2

RDQ Economics' Conrad Dequadros reacts to the economic data. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

25 Mai 201622min

Mayo: Wells Fargo is the bank to own long-term

Mayo: Wells Fargo is the bank to own long-term

CLSA's Mike Mayo discusses which bank stocks to own. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

25 Mai 20168min

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