Bloomberg Surveillance TV: October 14th, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 14 October 2025
⏱️ 26 minutes
🧾️ Download transcript
Summary
- Keith Lerner, CIO and Chief Market Strategist, Truist Advisory Services
- Gerard Cassidy, US Bank Equity Strategy Head, RBC Capital Markets
- Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group, Vanguard
- Rep. Mike Lawler, New York (R)
Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, breaks down the latest headlines in a resurgent US-China trade conflict. David George, Senior Bank Analyst at Baird, reacts to earnings from JPMorgan Chase, Wells Fargo, Citi, and Goldman Sachs. Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group at Vanguard, gives his expectations for Fed policy amid delayed US economic data. Republican Representative Mike Lawler of New York joins to discuss the state of negotiations as the US government shutdown enters its 14th day.
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Transcript
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| 0:00.0 | There are two kinds of people in the world. |
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| 0:41.2 | Music Studios. Podcasts, Radio News. This is the Bloomberg Surveillance Podcast. I'm Jonathan Ferro, along with Lisa Abramwitz |
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| 1:01.2 | or anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg Business |
| 1:05.6 | app. Stock sliding as investors count down to the start of earning season. Keith Lerner |
| 1:10.1 | of Truist writing the following. The current bull market likely still has further upside, |
| 1:14.2 | underscoring the importance of staying focused on the broader trajectory rather than short-term |
| 1:19.2 | turbulence. Keith, joins us now for more. Keith, welcome to the program. Are you expecting some |
| 1:23.0 | short-term turbulence this earning season? Yeah, well, first, great to be with you. I think it may be a little bit of a spookier October. We didn't get the seasonal weakness. A lot of folks were looking for in August and September. And as you just discussed, like we have this big meeting. It's at the end of the month. The Fed's meetings at the end of the month. I think earnings continue to be the North Star, but I will say |
| 1:44.6 | heading into the earnings season, and we've had just one of the strongest six-month rallies we've |
... |
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