Bloomberg Surveillance 11/10/2026

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 Anthropic’s $1.4T IPO, Hot CPI and Nvidia Scrutiny
05:18 Positioning Leaves Room for Market Rebound — Cameron Dawson, NewEdge Wealth
16:20 Nvidia Faces Fresh US Scrutiny on Megaspeed Probe — Tyler Kendall
18:13 Congress Likely to Tighten China Chip Controls — Scott Lincicome, Cato Institute
30:44 Oil Market Starting to Price In a US-Iran Deal — Amrita Sen, Energy Aspects
34:15 Anthropic Targets $1.4 Trillion Valuation in IPO
43:43 Fed Should Stick With Gradual Rate Hikes — Holger Schmieding, Berenberg
53:25 Stocks Aren’t Fully Washed Out Yet — Lori Calvasina, RBC
1:07:09 Lower Oil Could Fuel a Broader Market Rotation — Lori Calvasina, RBC
1:19:34 Anthropic IPO Won’t Clear Broader AI Risks — Sarah Kunst, Cleo Capital
1:30:24 Fed Forward Guidance Is Sending Mixed Signals — Deirdre Dunn, Citi
1:40:46 BlackRock Cuts Risk to Lowest Level in Years — Tom Becker, BlackRock
1:51:08 Nvidia Probe Shows Need for Tougher Chip Controls — Amos Hochstein, TWG Global
2:01:13 US October CPI Comes In Hotter Than Expected
2:03:51 50 Basis-Point Fed Hike Is Now on the Table — Tiffany Wilding, PIMCO
2:16:21 Fed Shouldn’t Do a 50 Bps Rate Hike — David Kelly, JPMorgan Asset Management
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