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(4321)

Paulsen: Add more risk when investors feel uncomfortable

Paulsen: Add more risk when investors feel uncomfortable

Wells Capital Management's Jim Paulsen says when investors feel uncomfortable about the market, they should add more risk. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omny...

21 Apr 20168min

Amoroso: Looking to ECB for info on corporate bond purchases

Amoroso: Looking to ECB for info on corporate bond purchases

JPMorgan's Anastasia Amoroso sits down to discuss the ECB and oil prices on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

21 Apr 201612min

Angelos: Any form of entertainment has a demographic challenge

Angelos: Any form of entertainment has a demographic challenge

Baltimore Orioles Executive Vice President John Angelos discusses The Orioles franchise and the goal to raise the 75 million tickets to 85 million sold. He speaks with Tom Keene and Michael McKee on B...

20 Apr 201622min

Bogle: Not a good time to take risks on bond side of portfolio

Bogle: Not a good time to take risks on bond side of portfolio

Vanguard Founder Jack Bogle disscusses active vs passive investing and likes owning bonds for less volatility. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/l...

20 Apr 20168min

Hormats: Saudis are the marginal producer of oil

Hormats: Saudis are the marginal producer of oil

Kissinger Associates Robert Hormats discusses the relationship between the United States and Saudia Arabia and how they both need each other. He speaks with Tom Keene and Michael McKee on Bloomberg Su...

20 Apr 201611min

Rupkey: Unemployment rate is best indicator of where we are

Rupkey: Unemployment rate is best indicator of where we are

Bank of Tokyo Misubishi's Chris Rupkey discusses consumer spending, how the FED reflects on recession and whether the business cycle helps in our understanding of where we are in the economy. He speak...

20 Apr 201611min

Das: Most emerging markets will benefit from stimulus

Das: Most emerging markets will benefit from stimulus

Invesco's Arnab Das weighs in on emerging markets and how they will benefit from global monetary stimulus on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pri...

20 Apr 201620min

Cantrill: Markets viewing presidential election as noise

Cantrill: Markets viewing presidential election as noise

Pimco's Libby Cantrill sits down to discuss the New York primaries and the impact of the presidential election on the markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio....

20 Apr 201622min

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