Markets Get Nvidia Boost Ahead of Anticipated Fed Cut
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 29 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
Wednesday, October 29th, 2025
1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, gives his outlook for markets on the back of AI-driven earnings momentum.
2) Thomas Simons, Chief US Economist at Jefferies, on his expectations for today's FOMC decision.3) John Mowrey, Chief Investment Officer at NFJ Investment Group, on the potential impact of the Federal Reserve ending quantitative tightening.
4) Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY Wealth, discusses the catalysts behind continued growth momentum.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Introducing IVF Disrupted, The Kind Body Story, a podcast about a company that promised to revolutionize fertility care. |
| 0:09.0 | It grew like a tech startup. While KindBody did help women start families, it also left behind a stream of disillusioned and angry patients. |
| 0:19.1 | You think you're finally like like, in the right hands. |
| 0:21.6 | You're just not. |
| 0:22.9 | Listen to IVF Disrupted, |
| 0:24.5 | the Kind Body Story, |
| 0:25.6 | on the IHeart Radio app, |
| 0:27.1 | Apple Podcasts, |
| 0:28.4 | or wherever you get your podcasts. |
| 0:32.5 | Bloomberg Audio Studios, |
| 0:34.8 | Podcasts, Radio News. |
| 0:42.1 | Music Audio Studios. Podcasts, Radio, News. This is the Bloomberg Surveillance Podcast. |
| 0:45.4 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 0:52.4 | Listen on demand wherever you get your podcasts or watch us live on |
| 0:56.6 | YouTube. |
| 0:57.4 | Incredibly important. Somebody said like $10 trillion or some ginormous number is a ginormous |
| 1:04.0 | excellence. Julian Emanuel joins as chief equity in quant strategist, Evercore ISI with a definitive |
| 1:09.8 | note. What's distinctive about your daily research |
| 1:12.8 | note that your team writes for you? We know you don't write it. But what's distinctive about the |
| 1:18.1 | note now versus the other previous quarters? OMG earnings are better than we thought. |
| 1:23.6 | That's the headline, Tom. And the reality is it's broader than you might have thought on balance, right? We know tech's going to beat. Tech has beaten. It will continue to beat. But one of the more malign sectors, energy, is also showing very consistent beats, as is financials, which was the story that started us off on what is likely to be double-digit earnings growth. |
| 1:48.5 | Bringing out all the heritage of Ed Heyman, Evercore, and frankly, you know, ISI and frankly, Evercore. |
... |
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.