Bloomberg Surveillance TV: November 3rd, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 3 November 2025
⏱️ 39 minutes
🧾️ Download transcript
Summary
- Federal Reserve Governor Stephen Miran
- Mike Wilson, CIO & Chief US Equity Strategist at Morgan Stanley
- Amanda Lynam, Head of Macro Credit Strategy at BlackRock
- Nancy Lazar, Chief Global Economist at Piper Sandler
Federal Reserve Governor Stephen Miran joins to discuss the path of Fed rate policy following last week's widely-anticipated cut. Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley talks stock valuations and growth prospects heading into 2026. Amanda Lynam, Head of Macro Credit Strategy at BlackRock, gives her perspective on tech debt issuance and the credit market at large. Nancy Lazar, Chief Global Economist at Piper Sandler, shares her views on alternative economic data as the US government shutdown continues beyond the one-month mark.
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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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| 0:27.3 | That's vanguard.com slash audio. |
| 0:29.7 | All investing is subject to risk, Vanguard Marketing Corporation distributor. |
| 0:35.3 | Hello, I'm Caroline Hepka, introducing you to the new Stock Movers report from Bloomberg. |
| 0:41.2 | There are so many big names in equities to keep track of, and our Stock Movers report is the best way to find out which individual names are making the biggest moves every day. |
| 0:51.9 | Stock Movers consists of short audio reports, their five minutes or less, delivered |
| 0:56.9 | right to your podcast feed throughout the day. We'll bring you conversations on the day's |
| 1:01.6 | biggest winners and losers in equity markets and explain the news and the data that's |
| 1:06.5 | driving those gains and losses. Listen a couple of times throughout the day to find out what's |
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| 1:19.8 | Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and |
| 1:24.9 | analysts across the globe. Subscribe to stockmovers wherever you get your podcasts. |
| 1:34.5 | Bloomberg Audio Studios. |
| 1:37.0 | Podcasts, Radio, News. |
| 1:43.4 | This is the Bloomberg Surveillance Podcast. |
| 1:46.6 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:50.2 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 1:54.9 | From our global headquarters in New York City, we are live on Bloomberg Television |
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