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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney - October 13th, 2025
Featuring:
1) Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks asset allocation and the bearish and bullish growth frame.
2) Jay Timmons, President and CEO at the National Association of Manufacturers, discusses how the shutdown is affecting of manufacturing, deregulation, and tariffs.
3) James Steel, Chief Commodities Analyst at HSBC, joins to breakdown the safe haven rally into gold and silver.
4) Nelson Yu, Head of Equities at AllianceBernstein, talks about the risk of complacency and the AI investment theme.