Bloomberg Surveillance Bloomberg Surveillance TV: October 27th, 2025
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Oct 27, 2025 In this discussion, Greg Peters, Co-CIO at PGIM Fixed Income, delves into the dynamics of Treasury markets and the implications of rising non-shelter inflation. Vito Sperduto, from RBC Capital Markets, shares insights on a surge in M&A activity, highlighting technology and healthcare sectors driving the deals. Terry Haines, of Pangaea Policy, addresses the ongoing government shutdown and its potential political fallout, predicting a resolution before Thanksgiving. Together, they explore crucial intersections of finance and policy that shape today's economy.
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Regulators’ Practicality Is Fueling Deals
- More constructive regulatory tone is allowing deals that previously worried buyers.
- Sperduto notes agencies accept remedies and divestitures more often, enabling transactions to proceed.
Shutdown Is Noise Now, Risk If It Drags
- The government shutdown hasn't yet stopped deal flow but is becoming a growing risk.
- Sperduto warns longer shutdowns could affect data availability, GDP and market expectations.
Corporate Balance Sheets Are Very Healthy
- Corporate balance sheets are among the healthiest in decades, supporting transactions.
- Sperduto cites resilience from past crises and flexible business pivots as reasons for strong corporate positioning.