Bloomberg Surveillance TV: October 8th, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 8 October 2025
⏱️ 28 minutes
🧾️ Download transcript
Summary
- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI
- Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets
- David Deckelbaum, Senior Analyst: Oil & Gas Exploration at TD Cowen
- Gregory Daco, Chief Economist at EY Parthenon
Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses the US equity rally and whether markets will continue to melt upward. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, discusses the Fed's approach to inflation and a weakening labor market and the outlook for rate cuts. David Deckelbaum, Senior Analyst: Oil & Gas Exploration at TD Cowen, discusses the latest developments in the energy market. Gregory Daco, Chief Economist at EY Parthenon, offers his outlook for the US economy.
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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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| 0:17.5 | And the creative minds you haven't heard of yet. |
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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 |
| 0:45.9 | Bramowitz and Anne-Marie Hordern. Join us each day for insight from the best in markets, |
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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. Julian Emmanuel of Evercore writing the increased probability of a bubble scenario gives the S&P 500 |
| 1:11.9 | a 30% chance to rise to 9K by year-end 2026. |
| 1:16.5 | Julian joins us now for more. |
| 1:18.0 | Julian, good morning. |
| 1:18.7 | Good morning. |
| 1:19.3 | It's good to see you, sir. |
... |
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