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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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...

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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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Hoffman: Fed is stalling

Hoffman: Fed is stalling

PNC Financial Services' Stuart Hoffman says that the Fed is trying to buy time, to figure out the implications of international events. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.S...

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8am-9am ET: Hoffman, Rattner & Stanley

8am-9am ET: Hoffman, Rattner & Stanley

PNC Financial Services Chief Economist Stuart Hoffman counts down to Friday's jobs report. Willett Advisors Chairman Steve Rattner takes the pulse of the U.S. economy. And Amherst Pierpont's Stephen S...

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Cantrill: Trump not good for markets

Cantrill: Trump not good for markets

Pimco's Libby Cantrill weighs in on the presidential elections and how that affects markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informati...

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Maki: inflation, economic data would indicate Fed rate hike

Maki: inflation, economic data would indicate Fed rate hike

Point72 Asset Management's Dean Maki discusses the labor market and the likelihood of the Fed raising interest rates in March. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See ...

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