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Bloomberg Surveillance hosted by Paul Sweeney & Norah MulindaThursday, October 30th, 2025
1) Joe Davis, Chief Economist and Global Head of Investment Strategy at Vanguard, shares his outlook for US rate policy following the Fed's second rate cut of the year.
2) Heidi Crebo-Rediker, Adjunct Senior Fellow at Council on Foreign Relations, on the state of US-China trade relations following Thursday's Trump-Xi meeting in South Korea.3) Adam Farstrup, Head of Multi-Asset, North America at Schroders, discusses US growth on the heels of strong earnings and policy support.
4) Meghan Robson, Head of US Credit Strategy at BNP Paribas, on why recent spread widening and investor risk aversion present a tactical buying opportunity.