Bloomberg Surveillance TV: November 13th, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 13 November 2025
⏱️ 35 minutes
🧾️ Download transcript
Summary
- Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services
- Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research
- Lisa Hornby, Head of US Fixed Income at Schroders Investment Management
- Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco
Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, on why the remainder of 2025 is on the bulls’ side. Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research, on how shutdown-related data delays complicate Federal Reserve decision making ahead of their December meeting. Lisa Hornby, Head of US Fixed Income at Schroders Investment Management, on why she thinks the FOMC is still on track for a December cut. Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco, discusses market crossroads post shutdown and opportunities in steepening yield curves.
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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 |
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| 0:21.5 | results year in and year out, go see the record for yourself at vanguard.com slash audio. That's vanguard.com |
| 0:28.5 | slash audio. All investing is subject to risk, Vanguard Marketing Corporation distributor. |
| 0:33.2 | There are two kinds of people in the world, people who think about climate change and people |
| 0:37.4 | who are doing something about it. On the Zero podcast, we talk to two kinds of people in the world. People who think about climate change and people who are doing something about it. |
| 0:39.3 | On the Zero podcast, we talk to both kinds of people. |
| 0:42.3 | People you've heard of, like Bill Gates. |
| 0:44.3 | I'm looking at what the world has to do to get to zero, not using climate as a moral crusade. |
| 0:50.8 | And the creative minds you haven't heard of yet. |
| 0:52.9 | It is serious stuff, |
| 0:55.9 | but never doom and gloom. |
| 0:56.9 | I am Akshadratti. |
| 0:58.8 | Listen to Zero every Thursday from Bloomberg Podcasts on Apple, |
| 1:00.5 | Spotify, |
| 1:01.4 | or anywhere else you get your podcasts. |
| 1:05.6 | Bloomberg Audio Studios. |
| 1:07.9 | Podcasts, Radio News. |
| 1:14.5 | Music Studios. Podcasts, Radio News. This is the Bloomberg Surveillance Podcast. I'm Jonathan Ferro, along with Lisa |
| 1:19.2 | Bramowitz and Anne-Marie Hordern. Join us each day for insight from the best in markets, |
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