Bloomberg Surveillance TV: September 29th, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 29 September 2025
⏱️ 38 minutes
🧾️ Download transcript
Summary
- Manny Roman, Chief Executive Officer at PIMCO
- Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor
- Max Kettner, Chief Multi-Asset Strategist at HSBC
- Jim Bianco, President and Macro Strategist at Bianco Research
Manny Roman, Chief Executive Officer at PIMCO, shares his views on investing in the AI infrastructure boom and why the full impact of President Trump’s tariff policies has yet to be seen. Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, discusses what’s at stake as a government shutdown looms in Washington. Max Kettner, Chief Multi-Asset Strategist at HSBC, joins to discuss the continuing rally in equities as traders await labor-market data this week that could reinforce bets about the Federal Reserve’s path of interest-rate cuts. Jim Bianco, President and Macro Strategist at Bianco Research, gives his outlook for Fed rate policy following last week’s stronger-than-anticipated inflation and jobs data.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hi, I'm Stephen Carroll. |
| 0:02.0 | And I'm Caroline Hepka here to introduce you to a podcast that brings you the news you need to start your day in just 15 minutes. |
| 0:09.3 | It's called Bloomberg Daybreak Europe Edition, covering all the top stories across Europe and around the world. |
| 0:15.5 | Each weekday morning, we're up early to bring you the latest news by 7am. |
| 0:19.5 | We've got everything you need to know from geopolitics |
| 0:22.1 | and global events to economics and what's moving markets. I'm covering it all from London. |
| 0:27.6 | And I'm in the EU's capital Brussels. We have 3,000 journalists and analysts around the world |
| 0:32.1 | to tell you what's happening, what it means and why it matters. It's more than just business |
| 0:36.9 | headlines, from the price of your |
| 0:38.6 | breakfast to global shifts in power. Economics and money aren't just part of the story. They're |
| 0:43.4 | often the driving force. So start your day with us on Bloomberg Daybreak Europe Edition for the |
| 0:48.5 | news you need to know and the context to make sense of it. Find new episodes of Bloomberg Daybreak |
| 0:53.4 | Europe edition by 7 a.m. London Time on Apple, Spotify or wherever you get your podcasts. |
| 1:03.2 | Bloomberg Audio Studios. |
| 1:05.7 | Podcasts, Radio, News. |
| 1:12.3 | This is the Bloomberg Surveillance Podcasts, Radio News. This is the Bloomberg Surveillance Podcast. |
| 1:15.3 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:18.9 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 1:23.6 | From our global headquarters in New York City, we are live on Bloomberg Television |
| 1:27.2 | weekday mornings from 6 to 9 a.m. Eastern. |
| 1:29.9 | Subscribe to the podcast on Apple, Spotify or anywhere else you listen. |
| 1:33.9 | And as always, on the Bloomberg Terminal and the Bloomberg Business App. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.