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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Garten: transatlantic cable a bigger leap than the internet

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8am-9am ET: Garten & Shepherdson

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"From Silk to Silicon" author Jeffrey Garten shares the story of globalization through ten lives. Pantheon Macroeconomics' Ian Shepherdson takes the pulse of the U.S. economy. They join Tom Keene and ...

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Levy: Fed is struggling to boost aggregate demand

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Berenberg's Mickey Levy says that the Fed is finding it hard to translate policy into action. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

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Levy: Europe is overly dependent on Draghi

Levy: Europe is overly dependent on Draghi

Berenberg's Mickey Levy says that the ECB is the backstop for Europe. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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8am-9am ET: Levy & Gross

8am-9am ET: Levy & Gross

Berenberg's Mickey Levy counts down to the U.S. monthly jobs report, while Janus Capital Management's Bill Gross analyzes the numbers as they come out. They join Tom Keene and Michael McKee on Bloombe...

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Mather: negative rates already counterproductive in Europe

Mather: negative rates already counterproductive in Europe

PIMCO's Scott Mather says that the ECB's loose policy is damaging the financial sector in Europe. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy...

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Mather: if Fed waits too long, it faces impossible situations

Mather: if Fed waits too long, it faces impossible situations

PIMCO's Scott Mather says that in the course of this year, the market will go from worrying about deflation to expecting an overshoot on inflation targets. He joins Tom Keene and Michael McKee on Bloo...

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Koesterich: gold is working well for portfolios

Koesterich: gold is working well for portfolios

BlackRock's Russ Koesterich says that gold is reasserting itself as a hedge. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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