Markets Push Higher amid Uncertainty
Bloomberg Surveillance7 Okt 2025

Markets Push Higher amid Uncertainty

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 7th, 2025
Featuring:
1) Jeffrey Rosenberg, Senior Portfolio Manager - Systematic Multi-Strategy Fund at Blackrock, talks macro shifts in fixed income and the outlook for the US economy and broader markets. While equities worldwide have surged to successive record highs, worries over the US government shutdown and the political crisis in France have driven investors toward alternative assets such as gold and Bitcoin, sending both to new peaks.
2) Libby Cantrill, Head: Public Policy at PIMCO, talks about potential shutdown off ramps and the outlook for Trump administration economic and political priorities. President Trump showed signs of cracking, sending mixed messages about the state of talks with Democrats on their biggest demand, which is related to health care subsidies.
3) Mike Reid, Senior US Economist at RBC, talks about his outlook for a recession and reigniting inflation in the US. Meanwhile, Goldman Sachs Group Inc. raised its gold forecast for December 2026 to $4,900 an ounce, up from $4,300, citing ETF inflows and central-bank buying. According to the latest data, the People’s Bank of China added to its gold holdings in September for an 11th consecutive month.
4) Dan Skelly, Head of Morgan Stanley's Wealth Management Market Research and Strategy Team, on the market's sustained push higher and defensive positions. A flurry of AI-related deals among chipmakers has propelled shares higher and fueled some concerns of a speculative bubble reminiscent of the late-1990s dot-com era.

See omnystudio.com/listener for privacy information.

Avsnitt(4302)

Single Best Idea with Tom Keene: Jim Caron & Anurag Rana

Single Best Idea with Tom Keene: Jim Caron & Anurag Rana

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Morgan Stanley’s Jim Caron & Anurag Rana of Bloo...

13 Feb 3min

Bloomberg Surveillance TV: February 13th, 2026

Bloomberg Surveillance TV: February 13th, 2026

Featuring: Tom Forte, Managing Director & Senior Consumer Internet Analyst for Maxim Group Tiffany Wilding, Managing Director & Economist at PIMCO Thom Tillis, Republican Senator from North Carolina ...

13 Feb 22min

June Back in Play for First 2026 Fed Cut After CPI

June Back in Play for First 2026 Fed Cut After CPI

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, February 13th, 2026...

13 Feb 48min

Single Best Idea with Tom Keene: Peter Navarro

Single Best Idea with Tom Keene: Peter Navarro

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Peter Navarro, Senior White House Counselor for T...

12 Feb 2min

Bloomberg Surveillance TV: February 12th, 2026

Bloomberg Surveillance TV: February 12th, 2026

Featuring: French Hill, Republican Congressman from Arkansas Sharon Bell, Senior European Equity Strategist for Goldman Sachs Steven Ricchiuto, Managing Director & Chief Economist for Mizuho Securiti...

12 Feb 19min

Futures Rise as Traders Watch Earnings & Eco Data

Futures Rise as Traders Watch Earnings & Eco Data

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, February 12th, 20...

12 Feb 38min

Single Best Idea with Tom Keene: Claudia Sahm & Jurrien Timmer

Single Best Idea with Tom Keene: Claudia Sahm & Jurrien Timmer

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with New Century Advisors’ Claudia Sahm & Jurrien Timmer ...

11 Feb 4min

Bloomberg Surveillance TV: February 11th, 2026

Bloomberg Surveillance TV: February 11th, 2026

Featuring: Scott Lincicome, Vice President of General Economics and Stiefel Trade Policy Center at the CATO Institute Michael Gapen, Managing Director and Chief US Economist for Morgan Stanley Doug B...

11 Feb 22min

Populärt inom Business & ekonomi

badfluence
framgangspodden
rss-jossan-nina
varvet
uppgang-och-fall
rss-borsens-finest
avanzapodden
bathina-en-podcast
svd-tech-brief
rss-kort-lang-analyspodden-fran-di
fill-or-kill
lastbilspodden
24fragor
borsmorgon
rss-inga-dumma-fragor-om-pengar
rss-dagen-med-di
rss-den-nya-ekonomin
dynastin
kapitalet-en-podd-om-ekonomi
tabberaset