AI Bulls Fuel Rally as Markets Turn to Private Eco Data

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Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Monday, November 3rd, 2025
1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, discusses the Fed’s policy shift and the case for another rate cut before year end.2) Henrietta Treyz, Co-Founder at Veda Partners, on US-China trade relations and their impact on US agriculture policy and farmer sentiment.3) Pat Haskell, Head of Muni Bond Group at BlackRock, on municipal bond performance and valuations.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on the practice of 'labor hoarding' reaching its end, as well as Bloomberg News reporting on how box-office duds are finding a second life as streaming hits.

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