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(4319)

Bolton: Europe still one of the safest regions on terrorism

Bolton: Europe still one of the safest regions on terrorism

Aon Risk Solutions' Scott Bolton discusses the likelihood of a terrorist attack on the U.S. on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informati...

15 Apr 201611min

Dequadros: Manufacturing starting to show evidence of rebound

Dequadros: Manufacturing starting to show evidence of rebound

RDQ Economics' Conrad Dequadros weighs in on the manufacturing sector being the weakest area of the economy. It's now starting to show evidence of a rebound on Bloomberg Surveillance with Tom Keene an...

15 Apr 201611min

Weinberg: We are bearish on the global economy

Weinberg: We are bearish on the global economy

High Frequency Economics' Carl Weinberg weighs in on the IMF spring meeting and how HFE is bearish on the global economy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/l...

15 Apr 201620min

Lele: Global growth and liquidity positions are improving

Lele: Global growth and liquidity positions are improving

Deltec Bank's Atul Lele says global growth and liquidity positions are improving and supportive of higher markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener...

15 Apr 201622min

Dumas: Chinese GDP is strong with fiscal stimulus

Dumas: Chinese GDP is strong with fiscal stimulus

Lombard Street Research's Charles Dumas weighs in on China GDP on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

15 Apr 201620min

Mayo: Bullish on bank stocks

Mayo: Bullish on bank stocks

CLSA's Mike Mayo says he recommends Bank of America, JPMorgan, Citigroup and Wells Fargo. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy informa...

14 Apr 201611min

French: what BOE says is moving into political sphere

French: what BOE says is moving into political sphere

Panmure Gordon's Simon French weighs in on the BOE decision and the impact Brexit may have on monetary policy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for...

14 Apr 201622min

Russo: Cost that make products are lower than a few years ago

Russo: Cost that make products are lower than a few years ago

Edward Jones Analyst Jack Russo says investors want to own consumer staples so bad they don't even care about growing sales as long as they are growing earnings. He speaks with Tom Keene and Michael M...

14 Apr 201620min

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