Rate Cut Bets Spur Modest Market Gains

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, November 6th, 2025
1) Brian Belski, CEO and CIO at Humilis Investment Strategies, on starting his own firm and why the US secular bull market remains intact.2) Holger Schmieding, Chief Economist at Berenberg, discusses Eurozone resilience, Thursday's rate decision from the Bank of England, and his expectations for a return to growth for the UK in 2026.3) Shannon O'Neil, Senior Vice President and Maurice R. Greenberg Chair at the Council on Foreign Relations, discusses how President Trump’s trade and tariff policies are raising costs and weakening US global competitiveness.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how AI power users are impressing bosses by outperforming co-workers, and reporting from the Washington Post on how the NFL is using artificial intelligence to predict injuries.

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