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(4322)

Barofsky: The U.S. stands alone in regulating its banks

Barofsky: The U.S. stands alone in regulating its banks

Jenner and Block Partner Neil Barofsky discusses the aftermath of the Panama Papers and the regulations of banks.See omnystudio.com/listener for privacy information.

28 Apr 20168min

Foley: The Yen is weakening significally but undervalued

Foley: The Yen is weakening significally but undervalued

Rabobank's Jane Foley discusses Bank of Japan's non-movement on the interest rate. She speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy inform...

28 Apr 201612min

Merk: Central banks have been trying to move markets with words

Merk: Central banks have been trying to move markets with words

Merk Investment's Axel Merk sits down to discuss the BOJ and central banks trying to move markets with forward guidance on Bloomberg Surveillance with Michael McKee and David Gura.See omnystudio.com/l...

28 Apr 201611min

Emanuel: We are positive on healthcare

Emanuel: We are positive on healthcare

UBS's Julian Emanuel weighs in on the healthcare sector after Abbott Laboratories announced plans to buy St. Jude Medical for about $25 billion on Bloomberg Surveillance with Michael McKee and David G...

28 Apr 201620min

Miller: The spillover effect seems to be moderate

Miller: The spillover effect seems to be moderate

Nuveen Investments' John Miller discusses Puerto Rican bonds and how it is likely that most of the payments will be missed on May 1st. He speaks with Michael McKee and Francine Lacqua on Bloomberg Sur...

27 Apr 201611min

Wieser: The Yahoo auction process is a real process now

Wieser: The Yahoo auction process is a real process now

Pivotal Research Group's Brian Wieser discusses Yahoo making a deal and how the board might find it in their interest to not be as aggressive. He speaks with Michael McKee and Francine Lacqua.See omny...

27 Apr 20163min

King: The worst event in politics is when people make a mistake

King: The worst event in politics is when people make a mistake

Polioptics' Josh King discusses his boook "Off Script: An Advance Man's Guide to the White House Stagecraft, Campaign Spectacle, and Political Suicide. He speaks with Michael McKee and Francine Lacqua...

27 Apr 201612min

Gonzalez: The dollar spike was a concern on exports

Gonzalez: The dollar spike was a concern on exports

Manulife Asset Managements' Oscar Gonzalez discusses the dollar and it's impact on the economy. He speaks with Michael McKee and Francine Lacqua on Bloomberg Surveillance.See omnystudio.com/listener f...

27 Apr 201622min

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