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.

Avsnitt(4317)

Faber: We love to see value and momentum overlap

Faber: We love to see value and momentum overlap

Cambria's Mebane Faber discusses the challenges with strategies when buying stocks and how the stock markets across the world affect everything. He speaks with Tom Keene and Barry Ritholtz on Bloomber...

31 Mars 201619min

Maki:I don't think we will go back to old growth rates

Maki:I don't think we will go back to old growth rates

Point 72 Economist Dean Maki discusses the labor market and modest gains and earnings. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

31 Mars 201622min

Zhu:China's economy is facing downward pressure

Zhu:China's economy is facing downward pressure

HSBC's China Economist John Zhu discusses China's growth cluster and how the inland cities are growing. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener...

31 Mars 201620min

Batley: Brexit market fears related to France more than Britain

Batley: Brexit market fears related to France more than Britain

Lombard Street Research's Richard Batley weighs in on Brexit and market risk on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

31 Mars 201611min

Rajadhyaksha: difficult to see 2.5 percent inflation in 2017

Rajadhyaksha: difficult to see 2.5 percent inflation in 2017

Barclays Capital's Ajay Rajadhyaksha discusses a structural change in inflation on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

31 Mars 201619min

Sinche: the dollar will creep gradually higher on better data

Sinche: the dollar will creep gradually higher on better data

Amherst Pierpont's Robert Sinche weighs in on dollar weakness and a dovish Yellen on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

31 Mars 201612min

Derman: no simple models to replace bell curve

Derman: no simple models to replace bell curve

Columbia University's Emanuel Derman weighs in on the bell curve model and neo-classical finance on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy info...

30 Mars 201620min

Turnhill: never saw a sustained volatility so low before

Turnhill: never saw a sustained volatility so low before

BlackRock's Richard Turnhill comments on why the markets are eerily quiet. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

30 Mars 201611min

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