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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 3rd, 2025
Featuring:
1) Amy Wu Silverman, Head of Derivatives Strategy for RBC, joins for an extended discussion on the non-freakout market and how the government shutdown will affect market volatility. Investors are wagering that the billions pouring into the AI sector will translate into profits and extend gains in tech shares.
2) Claudia Sahm, Chief Economist at New Century Advisors, talks labor market and US economic health. Concerns are growing that valuations look overheated as spending has yet to translate into earnings.
3) Priya Misra, Core Plus Fund at JPMorgan Asset Management, joins to discuss the economic impact of the government shutdown and the path of the Fed easing cycle. Friday’s burst of new partnerships and potential deals came just a day after a share sale lifted OpenAI’s valuation to $500 billion. Stocks have climbed to successive record highs this year, with AI optimism adding to bullish momentum from prospects of monetary policy easing and resilient earnings.
4) Tiffany Wilding, Economist: North America at PIMCO, discusses Fed easing and when the tariff effects will bite.
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