Market Rally Falters Ahead of Earnings
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 9 October 2025
⏱️ 41 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney - October 13th, 2025
Featuring:
1) Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks asset allocation and the bearish and bullish growth frame.
2) Jay Timmons, President and CEO at the National Association of Manufacturers, discusses how the shutdown is affecting of manufacturing, deregulation, and tariffs.
3) James Steel, Chief Commodities Analyst at HSBC, joins to breakdown the safe haven rally into gold and silver.
4) Nelson Yu, Head of Equities at AllianceBernstein, talks about the risk of complacency and the AI investment theme.
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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. |
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| 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 |
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| 1:03.2 | Bloomberg Audio Studios. |
| 1:05.8 | Podcasts Radio News. |
| 1:13.2 | This is the Bloomberg Surveillance Podcast. |
| 1:16.4 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:23.4 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:28.2 | The hallmark of Bloomberg surveillance is we rip up the script when we have to. |
| 1:32.7 | We do that now. |
| 1:33.9 | I was going to go to Sebastian Page and something else. |
| 1:36.7 | Tarsons Slack of Apollo publishing moments ago, Sebastian Page of Tiro Price with us. |
... |
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