Stocks Pause Amid Valuation Concerns
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 10 October 2025
⏱️ 39 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 10th, 2025
Featuring:
1) Thierry Wizman, Director of Global Currencies & Interest Rate Strategist at Macquarie, joins to discuss the path ahead for the Fed and the geopolitical headwinds driving FX moves.
2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, gives her perspective on recent trends in equities, fixed income and commodities.
3) Jurrien Timmer, Director of Global Macro at Fidelity Management & Research, talks valuations as traders look to the upcoming earnings season for validation of the artificial intelligence frenzy that has powered a record rally.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Lays chips getting a 'MAHA' makeover, as well as New York Post reporting on Quinnipiac University's latest NYC mayoral election poll.
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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. |
| 0:15.5 | Each weekday morning, we're up early to bring you the latest news by 7am. |
| 0:19.5 | We've got everything you need to know from geopolitics |
| 0:22.1 | and global events to economics and what's moving markets. I'm covering it all from London. |
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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. |
| 1:05.9 | 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, Terry Weiss from Director of Global Currency's Interest Rate Strategy |
| 1:32.2 | at Macquarie. |
| 1:33.6 | I feel like we're at Bear Stearns years ago. |
| 1:35.9 | I get right to the dollar and once again, consensus is hammered. |
... |
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