Markets Push Forward without Jobs Data
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 3 October 2025
⏱️ 43 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 3rd, 2025
Featuring:
1) Amy Wu Silverman, Head of Derivatives Strategy for RBC, joins for an extended discussion on the non-freakout market and how the government shutdown will affect market volatility. Investors are wagering that the billions pouring into the AI sector will translate into profits and extend gains in tech shares.
2) Claudia Sahm, Chief Economist at New Century Advisors, talks labor market and US economic health. Concerns are growing that valuations look overheated as spending has yet to translate into earnings.
3) Priya Misra, Core Plus Fund at JPMorgan Asset Management, joins to discuss the economic impact of the government shutdown and the path of the Fed easing cycle. Friday’s burst of new partnerships and potential deals came just a day after a share sale lifted OpenAI’s valuation to $500 billion. Stocks have climbed to successive record highs this year, with AI optimism adding to bullish momentum from prospects of monetary policy easing and resilient earnings.
4) Tiffany Wilding, Economist: North America at PIMCO, discusses Fed easing and when the tariff effects will bite.
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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. |
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| 0:36.9 | headlines, from the price of your |
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| 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. |
| 1:05.9 | 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. |
| 1:28.3 | We're thrilled that is Taylor drops here. |
| 1:31.3 | Our surveillance swift correspondent, Amy was Silverman, joins us today. |
| 1:36.3 | But the timing is so important. I'm not going to give you any Taylor chat much today. |
| 1:39.3 | Amy, she's had a derivative strategy, RBC. |
... |
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