Stocks Extend September Rally as Gold Tops $3,800
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 29 September 2025
⏱️ 25 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 29th, 2025
Featuring:
1) Henrietta Treyz, Co-Founder at Veda Partners, joins to discuss what's at stake as President Trump is set to meet with Democratic leaders at the White House on Monday with the first government shutdown in nearly seven years looming.
2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, on what comes next for markets after the Fed's long-anticipated rate cut. Monetary policy easing is thought to be needed to support the labor market, and while true, there is another reason lurking – to avoid the risk and vulnerabilities of a liquidity squeeze.
3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins with some perspective on risk assets as stocks rose at the start of a week that will be dominated by a series of labor market reports, with traders betting the data will reinforce expectations for US interest rate cuts.
4) Bloomberg's Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal report on how American credit markets may be running too hot.
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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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| 0:36.9 | headlines, from the price of your |
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| 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. |
| 1:28.4 | Joining us right now for a brief, I believe she hasn't shut down, right? |
| 1:33.2 | No, she's still completely engaged. |
| 1:35.1 | She joins us as well. |
| 1:36.7 | In the blur of all this, in the articles, the rumors, the gossip, Henrietta, What are you focused on today? |
... |
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