Rate Cut Bets Spur Modest Market Gains
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 6 November 2025
⏱️ 33 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
Thursday, November 6th, 2025
1) Brian Belski, CEO and CIO at Humilis Investment Strategies, on starting his own firm and why the US secular bull market remains intact.2) Holger Schmieding, Chief Economist at Berenberg, discusses Eurozone resilience, Thursday's rate decision from the Bank of England, and his expectations for a return to growth for the UK in 2026.3) Shannon O'Neil, Senior Vice President and Maurice R. Greenberg Chair at the Council on Foreign Relations, discusses how President Trump’s trade and tariff policies are raising costs and weakening US global competitiveness.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how AI power users are impressing bosses by outperforming co-workers, and reporting from the Washington Post on how the NFL is using artificial intelligence to predict injuries.
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Transcript
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| 0:00.0 | To all the financial advisors listening, let's talk bonds for a minute. We've seen a lot of big |
| 0:04.7 | firms throw a couple of flashy funds your way and call it a day. But not Vanguard. Vanguard bonds |
| 0:10.2 | are institutional quality. We're talking top-grade products across the board of over 80 bond funds, |
| 0:16.6 | actively managed by a 200-person global team. So if you're looking to give your clients consistent |
| 0:21.5 | results year in and year out, go see the record for yourself at vanguard.com slash audio. That's vanguard.com |
| 0:28.5 | slash audio. All investing is subject to risk, Vanguard Marketing Corporation distributor. |
| 0:33.2 | There are two kinds of people in the world, people who think about climate change and people |
| 0:37.4 | who are doing something about it. On the Zero podcast, we talk to two kinds of people in the world. People who think about climate change and people who are doing something about it. |
| 0:39.3 | On the Zero podcast, we talk to both kinds of people. |
| 0:42.3 | People you've heard of, like Bill Gates. |
| 0:44.3 | I'm looking at what the world has to do to get to zero, not using climate as a moral crusade. |
| 0:50.8 | And the creative minds you haven't heard of yet. |
| 0:52.9 | It is serious stuff, |
| 0:55.9 | but never doom and gloom. |
| 0:56.9 | I am Akshadratti. |
| 0:58.8 | Listen to Zero every Thursday from Bloomberg Podcasts on Apple, |
| 1:00.5 | Spotify, |
| 1:01.4 | or anywhere else you get your podcasts. |
| 1:05.7 | Bloomberg Audio Studios, |
| 1:08.0 | Podcasts, Radio News. |
| 1:10.4 | Music Radio Studios. Podcasts, Radio News. |
| 1:18.5 | This is the Bloomberg Surveillance Podcasts. |
... |
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