Bloomberg Surveillance TV: October 14th, 2025

Bloomberg Surveillance

- Keith Lerner, CIO and Chief Market Strategist, Truist Advisory Services
- Gerard Cassidy, US Bank Equity Strategy Head, RBC Capital Markets
- Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group, Vanguard
- Rep. Mike Lawler, New York (R)

Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, breaks down the latest headlines in a resurgent US-China trade conflict. David George, Senior Bank Analyst at Baird, reacts to earnings from JPMorgan Chase, Wells Fargo, Citi, and Goldman Sachs. Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group at Vanguard, gives his expectations for Fed policy amid delayed US economic data. Republican Representative Mike Lawler of New York joins to discuss the state of negotiations as the US government shutdown enters its 14th day.

See omnystudio.com/listener for privacy information.

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- Keith Lerner, CIO and Chief Market Strategist, Truist Advisory Services
- Gerard Cassidy, US Bank Equity Strategy Head, RBC Capital Markets
- Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group, Vanguard
- Rep. Mike Lawler, New York (R)

Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, breaks down the latest headlines in a resurgent US-China trade conflict. David George, Senior Bank Analyst at Baird, reacts to earnings from JPMorgan Chase, Wells Fargo, Citi, and Goldman Sachs. Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group at Vanguard, gives his expectations for Fed policy amid delayed US economic data. Republican Representative Mike Lawler of New York joins to discuss the state of negotiations as the US government shutdown enters its 14th day.

See omnystudio.com/listener for privacy information.

2025-10-14 25 min Transcript
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