Bloomberg Surveillance 10/6/2026
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 Record Tech, Rising Yields and AI Funding Boom
04:44 Higher Rates Won’t End the Capex Boom — Brian Levitt, Invesco
17:22 Midterms Could Bring More Market Volatility — Ed Mills, Raymond James
30:50 Euro to Break 1.10 as Europe’s Growth Wobbles — Mark McCormick, BMO Capital Markets
39:45 Bonds Offer One of the Best Entry Points in Decades — Russ Brownback, BlackRock
52:21 Tech Earnings Could Fuel More Upside Into Year-End — Greg Boutle, BNP Paribas
1:03:47 Signum Sees Democratic Sweep of Congress — George Pollack, Signum Global
1:20:35 OpenAI Is Running Out of Private Funding Options — Sarah Kunst, Cleo Capital
1:29:08 Investors Are Too Complacent About Higher Rates — Ozan Tarman, Deutsche Bank
1:40:25 Higher Rates Are Already Hitting Stocks — Joe Amato, Neuberger
1:54:01 Banks Face a New Fight to Keep Your Money — Devin Ryan, Citizens
2:09:50 AI Boom Is Creating New Economic Fragilities — Tiffany Wilding, PIMCO
2:18:17 Lower Expectations Set Up Banks for Earnings — Abby Yoder, JPMorgan Private Bank
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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.
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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie
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