Bloomberg Surveillance Bloomberg Surveillance TV: October 17th, 2025
6 snips
Oct 17, 2025 
Christian Sewing, CEO of Deutsche Bank, discusses the bank's healthy credit outlook amidst market volatility and the need for structural reforms in Europe. Steve Pagliuca, Chairman of Bain Capital and co-owner of the Boston Celtics, compares today's private equity landscape to 2006-07, while emphasizing the growing financial power of sports franchises. Stephen Ricchiuto, Chief US Economist at Mizuho Securities, warns of inflation risks and the importance of Fed policy amidst current uncertainties. These insights point to a dynamic intersection of finance, policy, and global markets.
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Deutsche Bank Sees Credit Resilience
- Christian Sewing says Deutsche Bank sees no deterioration in its credit portfolio despite market volatility.
- He emphasizes confidence across corporate, private, and regional lending as liquidity supports markets.
Regulation Isn’t Enough For Growth
- Sewing notes regulatory dialogue and delays like FR2B are happening but true change needs structural reforms.
- He argues competitiveness, bureaucracy cuts, and infrastructure investment matter more than regulation alone.
Pair Stimulus With Structural Reforms
- Do pair fiscal measures with structural reforms to make stimulus effective and attract corporate investment.
- Focus on energy costs, faster approvals, and infrastructure so stimulus leads to sustainable growth.