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Bloomberg Surveillance

Bloomberg Surveillance TV: September 30th, 2025

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 30 September 2025

⏱️ 28 minutes

🧾️ Download transcript

Summary

- Mark Haefele, Chief Investment Officer at UBS Global Wealth Management
- Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management
- Phil Orlando, SVP and Chief Equity Market Strategist at Federated Hermes
- Bruce Van Saun, CEO at Citizens Financial Group

Mark Haefele, Chief Investment Officer at UBS Global Wealth Management, joins to discuss what kind of response he expects from markets with a US government shutdown deadline less than 24 hours away. Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, shares her thoughts on the potential risks of a shutdown, including a possible delay to Friday's BLS jobs report. Phil Orlando, SVP and Chief Equity Market Strategist at Federated Hermes, gives his assessment of the outlook for risk assets with stocks on track for five straight months of gains. Bruce Van Saun, CEO at Citizens Financial Group, shares his view on the economy from the perspective of a bank CEO.

 

 

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Transcript

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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

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1:29.9

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1:33.9

And as always, on the Bloomberg Terminal and the Bloomberg Business Out.

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