Bloomberg Surveillance TV: October 13th, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 13 October 2025
⏱️ 32 minutes
🧾️ Download transcript
Summary
- Seema Shah, Chief Global Strategist at Principal Asset Management
- Jean Boivin, Head of the BlackRock Investment Institute
- Norman Roule, Former Senior US Intelligence Official & CSIS Transnational Threats Project Senior Adviser
- Abigail Watt, US Economist at UBS
Seema Shah, Chief Global Strategist at Principal Asset Management, shares her outlook for markets amid renewed hopes for a US-China trade deal. Jean Boivin, Head of the BlackRock Investment Institute, gives his views on the AI trade and its impact on the broader equity market. Norman Roule, Former Senior US Intelligence Official & CSIS Transnational Threats Project Senior Adviser, discusses what's next in the Middle East after Hamas freed all 20 remaining living Israeli hostages from the Gaza Strip on Monday morning, following a US-led deal reached late last week. Abigail Watt, US Economist at UBS, talks about the growing focus shift to alternate economic data amid the US government shutdown.
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Transcript
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| 0:00.0 | Hello, I'm Caroline Hepka, introducing you to the new Stockmovers report from Bloomberg. |
| 0:08.0 | There are so many big names and equities to keep track of, and our Stockmovers report is the best way to find out which individual names are making the biggest moves every day. |
| 0:18.6 | Stock Movers consists of short audio reports, they're five minutes or less, |
| 0:23.4 | delivered right to your podcast feed throughout the day. We'll bring you conversations on the |
| 0:28.1 | day's biggest winners and losers in equity markets and explain the news and the data |
| 0:32.9 | that's driving those gains and losses. Listen a couple of times throughout the day to find out what's |
| 0:38.4 | moving equities and why. Just search for stock movers on Spotify, Apple Podcasts or anywhere you listen. |
| 0:46.5 | Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and |
| 0:51.7 | analysts across the globe. Subscribe to Stockmovers wherever you get your podcasts. |
| 1:01.2 | Bloomberg Audio Studios. |
| 1:03.7 | Podcasts, Radio, News. |
| 1:10.2 | This is the Bloomberg Surveillance Podcast. |
| 1:13.3 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:16.9 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 1:21.6 | From our global headquarters in New York City, we are live on Bloomberg Television |
| 1:25.2 | weekday mornings from 6 to 9 a.m. Eastern. |
| 1:27.9 | Subscribe to the podcast on Apple, Spotify or anywhere else you listen. |
| 1:31.9 | And as always, on the Bloomberg Terminal and the Bloomberg Business app. |
| 1:35.2 | Stocks bouncing back as President Donald Trump tempers his trade stance on China. |
| 1:39.3 | Seema Shah of Principal Ascent Management writing the following, |
| 1:42.0 | even after the strong performance of the past six months, with the S&P 500 up 35% from its liberation date off, equity markets have |
| 1:50.5 | further room to run. Seema, joins us now for more. Seema, welcome to the program. |
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