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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 23rd, 2025
Featuring:
1) Steve Ricchiuto, Chief US Economist at Mizuho, joins for a discussion on the Fed and interest rates. The prospect of rapid US interest rate cuts enhances the appeal of non-interest-bearing assets, and gold is also drawing haven demand amid geopolitical upheaval.
2) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks about equity risks and staying in the market. Investors are awaiting fresh Fed signals ahead of a speech by Chair Jerome Powell as earnings season looms as the next big test for stocks.
3) Sinjin Bowron, High Yield Bond and Senior Bank Loan Portfolio Manager at Beach Point Capital Management, discusses complacent markets and fiscal fears in the bond market.
4) Margaret Franklin, CEO at the CFA Institute, joins to talk about impact of AI on CFA and sustainability goals amid climate week.