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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.
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European equities hit fresh highs, led by Swiss stocks on tariff hopes. In the US, the Dow Jones Industrial Average finished Tuesday’s session also at record levels while the Nasdaq Composite faced pressure after SoftBank exited its Nvidia stake and investors moved money away from technology stocks into other parts of the market. Joining the show today are Dario Messi, Head of Fixed Income Research, who discusses the potential end of the US shutdown from a bond perspective, and Mathieu Racheter, Head of Equity Strategy Research, who shares his view on the final inning of the Q3 earnings season and why he thinks healthcare is in a good place.
- (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
- (00:31) - Markets wrap-up: Jan Bopp, Product & Investment Content
- (05:36) - US corporate credit update: Dario Messi, Head of Fixed Income Research
- (09:54) - Earnings season, and a sector upgraded to Overweight: Mathieu Racheter, Head of Equity Strategy Research
- (14:21) - Closing remarks: Bernadette Anderko, Product & Investment Content
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