Bloomberg Surveillance TV: October 2nd, 2025

- Nela Richardson, Chief Economist & ESG Officer at ADP
- John Stoltzfus, Chief Investment Strategist at Oppenheimer
- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
- Binky Chadha, Chief Global Strategist & Head of Asset Allocation at Deutsche Bank

Nela Richardson, Chief Economist at ADP and Bloomberg contributor, joins to discuss what the lack of economic data could mean for Fed monetary policy as the US government shutdown enters its second day. John Stoltzfus, Chief Investment Strategist at Oppenheimer, shares his outlook for equities after US stocks ended Wednesday’s session higher, notching a new record and seemingly shrugging off the first government shutdown in nearly seven years. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks tech as that sector drove global indexes to fresh highs after a deal catapulted OpenAI to the world’s most valuable startup. Binky Chadha, Chief Global Strategist and Head of Asset Allocation at Deutsche Bank, explains his bullish market outlook and why growth - not rates - is the primary driver to focus on.

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