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)

Pond: Correlation between oil and headline inflation

Pond: Correlation between oil and headline inflation

Barclays' Michael Pond discusses the correlation between oil prices and headline inflation ahead of the FOMC meeting on Bloomberg Surveillance with Michael McKee and Lisa Abramowicz.See omnystudio.com...

26 Apr 201611min

Stiglitz: We have tax system that perpetuates inequality

Stiglitz: We have tax system that perpetuates inequality

Columbia University's Joseph Stiglitz weighs in on our education and tax system that is perpetuating inequality on Bloomberg Surveillance with Michael McKee and Lisa Abramowicz.See omnystudio.com/list...

26 Apr 201620min

Hogan: We may start seeing an earnings growth this year

Hogan: We may start seeing an earnings growth this year

Wunderlich Securities Arthur Hogan discusses the markets having had a significant move off the bottom. He speaks with Michael McKee and Francine Lacqua on Bloomberg Surveillance.See omnystudio.com/lis...

25 Apr 201611min

Patel: The long term trend of the Dollar is still to be higher

Patel: The long term trend of the Dollar is still to be higher

Wells Capital Management Margaret Patel discusses rates and how emerging markets could be the accident, as well as the energy market to cause stocks to go lower. She speaks with Michael McKee and Fran...

25 Apr 201619min

Herro: The consumer is still very strong

Herro: The consumer is still very strong

Harris Associates' David Herro discusses markets and how things are getting a little better. He speaks with Michael McKee and Francine Lacqua on Bloomberg SurveillanceSee omnystudio.com/listener for p...

25 Apr 201620min

Valliere: GOP's divide-and-conquer strategy too little too late

Valliere: GOP's divide-and-conquer strategy too little too late

Horizon Investment's Greg Valliere weighs in on the decision by Ted Cruz and John Kasich to divide and conquer to defeat Donald Trump on Bloomberg Surveillance with Michael McKee and Francine Lacqua.S...

25 Apr 201622min

Heymann: Tepid demand a challenge for industrials to grow sales

Heymann: Tepid demand a challenge for industrials to grow sales

William Blair's Nick Heymann discusses GE and Honeywell earnings on Bloomberg Surveillance with Michael McKee and Francine Lacqua.See omnystudio.com/listener for privacy information.

25 Apr 201620min

Gutierrez: Very proud of Obama's visit to Cuba

Gutierrez: Very proud of Obama's visit to Cuba

Former Secretary of Commerce Carlos Gutierrez discusses future of GOP and his recent trip to Cuba & corporate responsibility. He speaks with Tom Keene and Scarlet Fu on Bloomberg Surveillance.See omny...

22 Apr 201620min

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