Bloomberg Surveillance TV: September 29th, 2025

- Manny Roman, Chief Executive Officer at PIMCO - Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor - Max Kettner, Chief Multi-Asset Strategist at HSBC - Jim Bianco, President and Macro Strategist at Bianco Research Manny Roman, Chief Executive Officer at PIMCO, shares his views on investing in the AI infrastructure boom and why the full impact of President Trump’s tariff policies has yet to be seen. Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, discusses what’s at stake as a government shutdown looms in Washington. Max Kettner, Chief Multi-Asset Strategist at HSBC, joins to discuss the continuing rally in equities as traders await labor-market data this week that could reinforce bets about the Federal Reserve’s path of interest-rate cuts. Jim Bianco, President and Macro Strategist at Bianco Research, gives his outlook for Fed rate policy following last week’s stronger-than-anticipated inflation and jobs data. See omnystudio.com/listener for privacy information.