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Bloomberg Surveillance TV: September 4th, 2025 | Bloomberg Surveillance

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September 4, 2025

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- Omar Aguilar, CEO and CIO at Charles Schwab Investment Management

- Subadra Rajappa, Head: US Rates Strategy at Societe Generale

- Monica Guerra, Head: US Policy at Morgan Stanley

- Brooke Roach, Analyst at Goldman Sachs

Omar Aguilar, CEO and CIO at Charles Schwab Investment Management, joins to discuss his outlook for equities amid a weakening labor market and uncertain policy. Subadra Rajappa, Head: US Rates Strategy at Societe Generale, talks about the path for rate cuts should the jobs report for August show further labor weakness. Monica Guerra, Head: US Policy at Morgan Stanley, talks about President Trump's tariff regime and the latest on his economic and political priorities. Brooke Roach, Analyst at Goldman Sachs, talks about consumer and retail health.

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Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.

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Guests & Subjects Covered

Bloomberg Surveillance TVOmar Aguilar CEOCharles Schwab Investment ManagementSociete GeneraleMorgan StanleyBrooke Roach AnalystPresident Trump'sGoldman Sachs

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