Stocks Extend September Rally as Gold Tops $3,800

Stocks Extend September Rally as Gold Tops $3,800

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 29th, 2025

Featuring:
1) Henrietta Treyz, Co-Founder at Veda Partners, joins to discuss what's at stake as President Trump is set to meet with Democratic leaders at the White House on Monday with the first government shutdown in nearly seven years looming.
2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, on what comes next for markets after the Fed's long-anticipated rate cut. Monetary policy easing is thought to be needed to support the labor market, and while true, there is another reason lurking – to avoid the risk and vulnerabilities of a liquidity squeeze.

3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins with some perspective on risk assets as stocks rose at the start of a week that will be dominated by a series of labor market reports, with traders betting the data will reinforce expectations for US interest rate cuts.
4) Bloomberg's Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal report on how American credit markets may be running too hot.

See omnystudio.com/listener for privacy information.

Avsnitt(4459)

9am-10am ET: Dalio, Giammona & Arment

9am-10am ET: Dalio, Giammona & Arment

Bridgewater Associates' Ray Dalio slams monetary policy in Europe and Japan. Bloomberg's Craig Giammona discusses Herbalife's latest scandal. And Sterne Agee's Peter Arment explains why Honeywell is b...

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Arment: smart tech is crucial for Honeywell

Arment: smart tech is crucial for Honeywell

Sterne Agee's Peter Arment says that Honeywell is investing heavily in advancing its technology. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy ...

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Giammona: Herbalife has a cloud over it

Giammona: Herbalife has a cloud over it

Bloomberg's Craig Giammona says that Herbalife's reputation is being damaged by overstating growth in new members. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/lis...

3 Mars 201611min

Dalio: Fed's next 'big' move will be easing

Dalio: Fed's next 'big' move will be easing

Bridgewater Associates' Ray Dalio tells Bloomberg's Erik Schatzker that a Fed rate increase would be a serious mistake. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See...

3 Mars 20168min

Dalio: monetary policy in Europe & Japan is pushing on a string

Dalio: monetary policy in Europe & Japan is pushing on a string

Bridgewater Associates' Ray Dalio tells Bloomberg's Erik Schatzker that monetary policy must prioritize putting cash in the hands of spenders. All this and more on Bloomberg Surveillance with Tom Keen...

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Stanley: Fed starting to focus on alternative inflation measure

Stanley: Fed starting to focus on alternative inflation measure

Amherst Pierpont's Stephen Stanley says that inflation expectations are very important for inflation outcomes. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

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Rattner: Trump has deep psychological problems

Rattner: Trump has deep psychological problems

Willett Advisors Chairman Steve Rattner says that Donald Trump is unfit to run for president. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

3 Mars 201611min

Hoffman: energy sector skewing jobs numbers

Hoffman: energy sector skewing jobs numbers

PNC Financial Services' Stuart Hoffman says that the collapse of American energy producers is complicating attempts to gauge the health of the jobs market. He joins Tom Keene and Michael McKee on Bloo...

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