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 Middle East Escalation, Earnings Test and CPI
06:01 Iran Wants the US Drawn Into Yemen — Norman Roule, CSIS
18:01 Russia Diesel Deal Is a ‘Desperate’ Move — Amrita Sen, Energy Aspects
31:42 Inflation Surprise Could Put Fed Hike Back in Play — Geoffrey Yu, BNY
42:02 Euro Could Rebound to 1.13 Despite France Turmoil — Jane Foley, Rabobank
53:41 Peak Rates Could Unlock a Broader Stock Rally — Jason Draho, UBS Global Wealth Management
1:06:54 Energy Crisis Could Be Trump’s ‘October Surprise’ — Henrietta Treyz, Veda Partners
1:20:21 AI Jobs Apocalypse Fears Are Overdone — Drew Matus, MetLife Investment Management
1:31:17 Rates Are Already Restrictive for the Real Economy — Veronica Clark, Citi Research
1:40:56 AI Bubble Will Burst, Just Not Yet — Dan Greenhaus, Solus Alternative Asset Management
1:53:17 Banks Can’t ‘Fight the 10-Year’ — Erika Najarian, UBS
2:07:44 Fed Rate Hikes Risk Making Housing Inflation Worse — Torsten Slok, Apollo
2:18:55 AI Adopters Poised to Outperform on Margins — Michelle Weaver, Morgan Stanley
——–
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A rout in Asian chipmakers led the MSCI Asia Pacific Index to its lowest since August as investors grow uneasy about whether massive AI spending will pay off. Matthew Bloxham of Bloomberg Intelligence has more.
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

On today’s show, trading on South Korea’s Kospi was halted after it fell more than 8%. Investors now pricing in more Fed rate hikes after US inflation came in hot.

TSMC reported third quarter net income that beat estimates and has maintained its 2026 capex plan of between $60 billion and $64 billion.

And Bloomberg has learnt that Anthropic has told prospective investors that its third-quarter revenue hit $16.8 billion, turning it profitable on an adjusted basis.

Today’s guest: Anjali Sardana, Pronto, Founder & CEO; Per Narvinger, Ericsson, CEO.

Chapters:
00:00:00 – Daybreak Europe
00:02:38 – Treasuries Rally on Haven Demand
00:04:50 – CoreWeave’s Big Dream Crashes Into Reality as Yields Top 15%
00:09:55 – Kallenius: EU-China Auto Deal Pragmatic Agreement
00:14:10 – Bloomberg New Economy Forum in India
00:17:00 – Anjali Sardana: Pronto Co-Founder & CEO
00:21:43 – Huang: Cost of a Token Decreasing 30 to 40 Times Per Year
00:25:15 – TSMC’s Outlook Beats Estimates in Affirmation of AI Buildout
00:31:07 – Volkswagen Eyes Expansion Into US Markets
00:36:01 – Valterra’s Value for Money Strategy
00:40:01 – Per Narvinger, Ericsson CEO
——–
More on Bloomberg Television and Markets

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Bloomberg’s Sarah Foster joins Scarlet Fu and Tom Keene on “Bloomberg Money.” Some savers are questioning whether maxing out their 401(k) is the best strategy, considering factors such as potential tax rate changes and desire for more control over investments.
——–
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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 Bank Earnings, Chip Selloff and Inflation Test
03:57 Financials Will Set the Tone for Earnings — Julian Emanuel, Evercore ISI
18:14 Houthi Attacks Intensify Threat of Wider Middle East War — Col. Wayne Sanders (Ret.)
27:04 JPMorgan Banking Strength Outshines Trading Miss — Gerard Cassidy, RBC
52:07 Earnings Need to Broaden Beyond Big Tech — Sarah Hunt, Alpine Saxon Woods
1:06:11 Russia Diesel Deal Won’t Lower Costs Before Midterms — Michael Townsend, Charles Schwab
1:16:27 Goldman Equity Trading Blowout Overshadows FICC Miss — Gerard Cassidy, RBC
1:30:15 AI Is the Biggest Systemic Risk for 2027 — George Saravelos, Deutsche Bank
1:37:55 Citi FICC Trading Drives Third-Quarter Revenue Beat — Kristine Aquino
1:40:18 Financials and Bond Volatility Will Signal the Bottom — Mike Wilson, Morgan Stanley
1:54:47 China Chip Threat Is Nothing New — Sarah Kunst, Cleo Capital
2:07:58 Cooler Inflation Could Keep Fed on Hold — Andrew Hollenhorst, Citi Research
2:19:50 Strong Earnings Are Masking a Fragile Market — Omar Aguilar, Schwab Asset Management
——–
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

Subscribe and turn on notifications so you don’t miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9

Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com

Follow Surveillance on X at: https://twitter.com/bsurveillance

Follow the hosts:
Jonathan Ferro: https://twitter.com/FerroTV
Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
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