Stocks Pause Amid Valuation Concerns

Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney - October 10th, 2025

Featuring:

1) Thierry Wizman, Director of Global Currencies & Interest Rate Strategist at Macquarie, joins to discuss the path ahead for the Fed and the geopolitical headwinds driving FX moves.

2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, gives her perspective on recent trends in equities, fixed income and commodities.

3) Jurrien Timmer, Director of Global Macro at Fidelity Management & Research, talks valuations as traders look to the upcoming earnings season for validation of the artificial intelligence frenzy that has powered a record rally.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Lays chips getting a 'MAHA' makeover, as well as New York Post reporting on Quinnipiac University's latest NYC mayoral election poll.

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2025-10-10 34 min Transcript

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