Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than “Bloomberg Surveillance.”
Chapters:
00:00 Credit Stress, Tech Rout and Oil Surge
04:09 Bonds Are Working Again as Tech Risk Rises — Matt Miskin, Manulife John Hancock Investments
18:57 US Could Resume Iran Strikes After Midterms — Jon Lieber, Eurasia Group
30:16 Blue Wave Would Be Negative for Tech — Dan Ives, Yorkville Ives & Co
40:56 Fed Likely to Hold, Then Hike in December — Bill Dudley, Bloomberg Economics
53:10 BlackRock Turns Positive on Long-Term Treasuries — Jean Boivin, BlackRock Investment Institute
1:05:40 Election Outcome Could Keep Long-Term Yields Higher — Kurt Reiman, UBS
1:20:00 Hormuz Oil Flows Are Five Times More Expensive — Rebecca Babin, CIBC Private Wealth
1:28:40 Hyperscaler Credit Quality Remains Strong — Vishy Tirupattur, Morgan Stanley
1:41:11 AI Trade Shifts From Who Can Spend to Who Can Afford It — Liz Ann Sonders, Schwab
1:52:49 Anthropic Faces a Tough Market for Its IPO — Ted Mortonson, Baird
2:08:22 Fed Signals Hold, but the Data Says Hike — Erin McLaughlin, The Conference Board
2:18:19 Market Rotation Creates Opportunity Beyond Tech — Lesley Marks, Mackenzie Investments
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.
Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance
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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie
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