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(4317)

Jones:have an allocation to all the major asset classes

Jones:have an allocation to all the major asset classes

Charles Schwab's Kathy Jones says to tactically trade you want to underweight the things that are going to be doing the worse and aften times that changes year to year. She speaks with Tom Keene and B...

28 Mar 20168min

Shearing:we have to pay more attention to EM

Shearing:we have to pay more attention to EM

Captial Economists' Neil Shearing feels this year there will be a turn around lead by China and that they are critical to commodity and manufacturers. He sits with Tom Keene and Barry Ritholtz on Bloo...

28 Mar 201612min

Kimball: negative interest rates and GDP

Kimball: negative interest rates and GDP

University of Michigans' Miles Kimball discusses negative interest rates and how it's just an extension of positive interest rates as well as real GDP versus GDP plus inflation. He speaks with Tom Kee...

24 Mar 201619min

Levitt: perspective on how Trump courts Wall Street

Levitt: perspective on how Trump courts Wall Street

Former SEC Chairman Arthur Levitt speaks on how Trump can be bad for banks and has unclear policies. He speaks with Tom Keene and Francine Lacqua on Bloomberg SurveillanceSee omnystudio.com/listener f...

24 Mar 201612min

Roberts: Trump needs to become more presidential, serious

Roberts: Trump needs to become more presidential, serious

Saatchi & Saatchi's Kevin Roberts weighs in on Trump's image and his need to become more presidential on Bloomberg Surveillance with Tom Keene and Francine Lacqua.See omnystudio.com/listener for priva...

24 Mar 201622min

Ward: we don't own banks anymore after cloudy recovery

Ward: we don't own banks anymore after cloudy recovery

Gamco's Howard Ward weighs in on why he doesn't own any bank stocks after the recovery in banks has been clouded by regulatory efforts on Bloomberg Surveillance with Tom Keene and Francine Lacqua.See ...

24 Mar 201620min

Brown:the UK may end up leaving the EU

Brown:the UK may end up leaving the EU

Mitsubishi UFJs' Brendan Brown discusses how the consequences of immigration can impact central banks and European unity. He speaks with Tom Keene and Francine Lacqua on Bloomberg SurveillanceSee omny...

24 Mar 201622min

Sowerby:small cap stocks have out performed large cap stocks

Sowerby:small cap stocks have out performed large cap stocks

Loomis Sayles' David Sowerby speaks about stocks and how they are still the best asset class. He speaks with Tom Keene and Francine Lacqua on Bloomberg SurveillanceSee omnystudio.com/listener for priv...

24 Mar 201620min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengesnakk
pengepodden-2
utbytte
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
rss-sunn-okonomi
morgenkaffen-med-finansavisen
lederpodden
okonomiamatorene
rss-markedspuls-2
rss-andelige-tanker-med-camillo
rss-fa-makro
rss-investering-gjort-enkelt