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.

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Episoder(4484)

7am-8am: Hintz & Sinche

7am-8am: Hintz & Sinche

NYU's Brad Hintz talks about banks beating their cost of capital and regulation. Amherst Pierpont's Robert Sinche discusses a weaker euro and the drop in the pound. All this and more on Bloomberg Surv...

22 Feb 201642min

7am-8am: Khan & Collender

7am-8am: Khan & Collender

ING Bank's Hamza Khan speaks on the improving outlook for commodities. MSLGROUP's Stan Collender weighs in on the passing of Justice Scalia and how that affects the budget debate. All this and more on...

19 Feb 201642min

PWC U.S. Energy Advisor Reid Morrison

PWC U.S. Energy Advisor Reid Morrison

PWC's Reid Morrison explains why new oil wells aren't being brought online. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201611min

Duignan: jury is out on whether Deere is too short-termist

Duignan: jury is out on whether Deere is too short-termist

JPMorgan's Ann Duignan discusses how long Deere's down-cycle will last. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 20168min

Hegarty: uptrend in shelter part of CPI

Hegarty: uptrend in shelter part of CPI

BlackRock's Martin Hegarty explains why U.S. inflation is suddenly accelerating. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201612min

9am-10am ET: Hegarty, Duignan, Galloway & Morrison

9am-10am ET: Hegarty, Duignan, Galloway & Morrison

BlackRock's Martin Hegarty reacts to accelerating inflation data. JPMorgan's Ann Duignan discusses Deere's lowered forecasts. NYU's Scott Galloway predicts Yahoo will be sold for more than the market ...

19 Feb 201642min

Raines: Cameron struggling to strike deal at EU Summit

Raines: Cameron struggling to strike deal at EU Summit

Chatham House's Thomas Raines says British Prime Minister David Cameron is finding it harder to reach an agreement at the EU Summit than he anticipated. He joins Tom Keene and Michael McKee on Bloombe...

19 Feb 20168min

Colas: VIX starts to get interesting at 40

Colas: VIX starts to get interesting at 40

Convergex Chief Market Strategist Nicholas Colas discusses why volatility ranges are changing from one crisis to the next. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio...

19 Feb 201612min

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