- Michael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley
- Kathryn Wylde, President & CEO at Partnership for New York City
- Nazak Nikakhtar, Former Undersecretary and Assistant Secretary at the Department of Commerce & National Security Practice Chair at Wiley Rein
- Jim Zelter, President at Apollo Global Management

Michael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley, join to react to the week's ADP data and share their market outlook for Q4. Kathryn Wylde, President & CEO at Partnership for New York City, discusses Zohran Mamdani's victory in the New York City mayoral election and what it means for Wall Street. Nazak Nikakhtar, Former Undersecretary and Assistant Secretary at the Department of Commerce & National Security Practice Chair at Wiley Rein, joins to discuss the Supreme Court hearing arguments over the legality of President Trump's tariffs imposed by invoking the International Emergency Economics Powers Act. Jim Zelter, President at Apollo Global Management, warns that the rush of capital into artificial intelligence and data centers is fueling high valuations and increasing risk for investors.

- Michael Gapen, Chief US Economist &amp; Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley - Kathryn Wylde, President &amp; CEO at Partnership for New York City - Nazak Nikakhtar, Former Undersecretary and Assistant Secretary at the Department of Commerce &amp; National Security Practice Chair at Wiley Rein - Jim Zelter, President at Apollo Global Management Michael Gapen, Chief US Economist &amp; Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley, join to react to the week's ADP data and share their market outlook for Q4. Kathryn Wylde, President &amp; CEO at Partnership for New York City, discusses Zohran Mamdani's victory in the New York City mayoral election and what it means for Wall Street. Nazak Nikakhtar, Former Undersecretary and Assistant Secretary at the Department of Commerce &amp; National Security Practice Chair at Wiley Rein, joins to discuss the Supreme Court hearing arguments over the legality of President Trump's tariffs imposed by invoking the International Emergency Economics Powers Act. Jim Zelter, President at Apollo Global Management, warns that the rush of capital into artificial intelligence and data centers is fueling high valuations and increasing risk for investors.

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Bloomberg Surveillance TV: November 5th, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0278f710-87d5-44e5-a825-b38c010a6ba2/transcript

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