Euro and Oil Contagion Risks

The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney

Tuesday, October 6th, 2026

Featuring:

1) Steve Chiavarone, CIO: Global Equities at Federated Hermes, joins to discuss the equity push higher amid a global bond selloff and FX risks in Europe.

2) Martijn Rats, Global Commodities Strategist at Morgan Stanley, discusses upside oil risks amid broader Middle East fighting.

3) Sheila Kayaoglu, Managing Director: Equity Research at Jeffries, on airliners and how oil risks are affecting airline management and travel trends.

4) John Lovallo, Homebuilders and Building Products Specialist at UBS, discusses housing and homebuilding amid rising interest rates.

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