Bloomberg Surveillance 11/5/2026
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 Stocks Cool, AI Rotation and Rate Risks
05:18 S&P 500 Derating Phase Is Ending — Manish Kabra, Societe Generale
18:12 Vance May Need to Distance Himself From Trump — George Pollack, Signum Global
30:17 Blue Sweep, Data Center Fears Weigh on Chips — Momei Qu, PSP Growth
40:57 Central Banks Are Behind the Curve on Inflation — Innes McFee, Oxford Economics
49:39 BOE Hikes Rates, Warns of Rising Inflation
53:07 BOE Rate Hike a ‘Big One and Done’ — Geoffrey Yu, BNY
1:05:41 Legislative Gridlock Likely After Democratic Sweep — Brian Gardner, Stifel
1:18:14 Gold Has More Room to Rise — James Steel, HSBC
1:27:35 I Don’t Trust This Fed Chair — Mark Cabana, BofA Securities
1:41:12 Election Marks a Pivot Point for Markets — Kathryn Kaminski, AlphaSimplex Group
1:51:54 Data Center Pushback Won’t Stop AI Buildout — Brad Warden, Nomura
2:01:11 US Jobless Claims Fall to 189,000 — Edna Curran
2:04:00 Fed Should Pull Back on Forward Guidance — Stephen Miran, Hudson Bay Capital Management
2:19:09 AI Selloff Is a Buying Opportunity — Noel Dixon, State Street
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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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