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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Herrmann: trend has been meager productivity gains

Herrmann: trend has been meager productivity gains

Mitsubishi UFJ's John Herrmann says the trend over the last several years has been meager productivity gains due to a lack of confidence in the future. He speaks on Bloomberg Surveillance with Tom Kee...

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Harajli: uncertainty in markets has curbed market moves

Harajli: uncertainty in markets has curbed market moves

Mizuho's Sireen Harajli says the high level of uncertainty in the markets has curbed market moves on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy inf...

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Wren: large-cap stocks should outperform until end of cycle

Wren: large-cap stocks should outperform until end of cycle

Wells Fargo's Scott Wren says large-cap stocks should lead other sectors to the end of this market cycle. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listen...

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Wren: markets starting to get more confident

Wren: markets starting to get more confident

Wells Fargo's Scott Wren says markets are starting to get more confident after overreaction in the past two weeks. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.c...

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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...

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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...

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