Bloomberg Surveillance Bloomberg Surveillance TV: October 13th, 2025
16 snips
Oct 13, 2025 Norman Roule, a former senior U.S. intelligence official and CSIS adviser, offers sharp insights on Middle East diplomacy. He outlines the implications of the recent hostage deal with Hamas and previews the upcoming Egypt conference, which could redefine Gaza's future. Roule discusses how shifting alliances in the region, particularly Saudi and Emirati diplomacy, are changing dynamics and U.S. engagement strategies. His analysis reveals potential consequences for Israel's international relations and domestic political challenges.
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Equities Have Room To Run
- Seema Shah views current macro backdrop as positive with slowdown but not recessionary risks.
- She expects tech and financials to drive further equity gains, though returns may moderate.
Trade Tensions Are A Multi‑Year Risk
- Seema warns US-China trade tensions can harm growth and inflation and are not a one-off shock.
- She expects tariffs to be used repeatedly and the rivalry to persist through 2026–27.
Buy Dips With Caution
- Do view market pullbacks from trade or shutdown noise as buying opportunities if the macro stays supportive.
- But expect smaller upside given higher valuations and slower growth.