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)

Marinov: Dollar could appreciate more from here

Marinov: Dollar could appreciate more from here

Credit Agricole's Valentin Marinov weighs in on dollar strength on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

24 Mai 201611min

Haass: Nothing being done in campaign that promotes compromise

Haass: Nothing being done in campaign that promotes compromise

Council on Foreign Relations' Richard Haass sits down to discuss the presidential elections and the impact on the economy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/...

24 Mai 201620min

Bourke: Bayer being very aggressive with debt capacity

Bourke: Bayer being very aggressive with debt capacity

Bloomberg Intelligence's Richard Bourke weighs in on Bayer's $62 billion bid for Monsanto on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information...

23 Mai 201611min

Darda: Fed is on the wrong track

Darda: Fed is on the wrong track

MKM's Michael Darda says the Fed needs a more explicit target. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

23 Mai 201623min

Rattner: Equities are the place to be

Rattner: Equities are the place to be

Willett Advisors Chairman Steve Rattner explains why he's staying in the stock market. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy informatio...

23 Mai 201611min

Herro: Glencore worth substantially more than current value

Herro: Glencore worth substantially more than current value

Harris Associates' David Herro discusses investments in Glencore and Credit Suisse. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

23 Mai 201620min

Stretch: Still a few weeks away from market pricing in Fed move

Stretch: Still a few weeks away from market pricing in Fed move

Canadian Imperial Bank's Jeremy Stretch weighs in on dollar strength and a potential Fed rate increase on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privac...

23 Mai 201622min

Sri-Kumar: Real growth cannot come from monetary policy alone

Sri-Kumar: Real growth cannot come from monetary policy alone

Sri-Kumar Global Strategies' Komal Sri-Kumar sits down to discuss global growth on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Mai 201620min

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