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Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 3 November 2025
⏱️ 39 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Monday, November 3rd, 2025
1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, discusses the Fed’s policy shift and the case for another rate cut before year end.2) Henrietta Treyz, Co-Founder at Veda Partners, on US-China trade relations and their impact on US agriculture policy and farmer sentiment.3) Pat Haskell, Head of Muni Bond Group at BlackRock, on municipal bond performance and valuations.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on the practice of 'labor hoarding' reaching its end, as well as Bloomberg News reporting on how box-office duds are finding a second life as streaming hits.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | To all the financial advisors listening, let's talk bonds for a minute. We've seen a lot of big |
| 0:04.7 | firms throw a couple of flashy funds your way and call it a day. But not Vanguard. Vanguard bonds |
| 0:10.2 | are institutional quality. We're talking top-grade products across the board of over 80 bond funds, |
| 0:16.6 | actively managed by a 200-person global team. So if you're looking to give your clients consistent results year in and year out, |
| 0:23.6 | go see the record for yourself at vanguard.com slash audio. |
| 0:27.3 | That's vanguard.com slash audio. |
| 0:29.7 | All investing is subject to risk, Vanguard Marketing Corporation distributor. |
| 0:34.3 | I'm Joe Matthew, inviting you to join me for the Balance of Power podcast. |
| 0:38.3 | Every day we deliver insight and analysis on the latest headlines from the White House and Capitol Hill, including breaking news from Bloomberg's reporters in in-depth conversations with lawmakers and administration officials that you won't hear anywhere else. |
| 0:53.0 | What are the policy changes that Trump administration is making that affect Washington and Wall Street |
| 0:57.9 | and drive your investment decisions? |
| 1:00.7 | From tariffs to taxes, the rules are constantly changing, which is why you need to listen |
| 1:05.6 | every day. |
| 1:06.6 | We do it all live each weekday, then bring you the best conversations in the daily podcast. |
| 1:12.1 | Catch up on the headlines you missed while you were at work. |
| 1:14.9 | Listen on your way home for the top news of the day, straight from our nation's capital and around the world. |
| 1:20.2 | That's the Balance of Power podcast with me, Joe Matthew and Kaylee Lines. |
| 1:24.9 | Listen on Apple, Spotify, and wherever you get your podcasts. |
| 1:32.3 | Bloomberg Audio Studios. |
| 1:37.1 | Podcasts, Radio, news. |
| 1:47.1 | This is the Bloomberg Surveillance Podcast. |
| 1:53.4 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. Listen on demand wherever you get your podcasts or watch us live on YouTube. |
... |
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