Nur Cristiani, head of Latin America investment strategy at JPMorgan Private Bank, examines the market implications of the Brazilian election after President Luiz Inácio Lula da Silva pulled off a stunning comeback to defeat Flávio Bolsonaro, the right-wing candidate that many investors preferred. She speaks on “Bloomberg Surveillance.”
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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 Big Tech Earnings, Fed Decision and CapEx Test
04:35 Investment-Grade Credit Looks Attractive Again — Peter Tchir, Academy Securities
16:22 Netanyahu Gains Ground in Uncertain Israel Election — Ethan Bronner
18:10 US-Israel Strikes on Iran Could Come in Early November — Steven Cook, Council on Foreign Relations
30:21 AI Can Replace Much of Junior Economists’ Work — Jason Furman, Harvard Kennedy School
42:42 ‘We’ Has Lost Its Meaning at the Fed — Claudia Sahm, New Century Advisors
52:47 AI CapEx Is Still in a Mid-Cycle Boom — Lisa Shalett, Morgan Stanley
1:05:22 Midterms Unlikely to Bring Heavy AI Regulation — Brian Gardner, Stifel
1:19:15 More Cash Makes Sense as Capital Competition Rises — Troy Gayeski, Future Standard
1:30:40 Fed Should Hike, Policy Is Not Restrictive — Patrick Harker, Former Philadelphia Fed President
1:41:16 AI Revenue Falls Far Short of Spending Needs — Alex Altmann, Barclays
1:53:34 Microsoft Stands Out With Positive Free Cash Flow — Stefan Slowinski, BNP Paribas
2:06:48 Fed Can Take Its Time Getting Inflation Back to 2% — Gita Gopinath, Fmr. IMF Deputy Managing Director
2:18:48 Anthropic IPO Will Set the Bar for OpenAI — Mark Lehmann, Citizens Commercial 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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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead.

Tech stocks sold off for a second consecutive day as a rotation out of the AI trade accelerated, after earnings from Amazon and Intel raised fresh concerns about capital expenditure.

Binance has suffered the crypto industry’s biggest-ever hack in a fresh blow to efforts to push digital assets into the mainstream. The exchange said $6.3 billion worth of funds were affected, with $3 billion in crypto frozen, and that it had suspended all withdrawals as it works with law enforcement and completes a security revamp.

And France unexpectedly contracted in the third quarter, putting the economy on a weak footing as it faces headwinds from surging borrowing costs, violent protests and political and budgetary uncertainty.

Today guests: Gonzalo García San Miguel, Abenójar Tungsten, CEO; Sander van ’t Noordende, Randstad, CEO

Chapters:
00:00:00 – Bloomberg Daybreak Europe | 10/30/2026
00:01:26 – Credit Agricole
00:02:32 – Asia Markets Check
00:04:38 – Intel Earnings Highlights
00:07:12 – Bitcoin Drops on Binance Hack
00:10:19 – BOJ Keeps Overnight Call Rate at 1.25%
00:14:27 – Lagarde To Step Down Early
00:19:01 – Why US Economy Feels Worse | Bloomberg Originals
00:23:44 – French 3Q GDP Falls
00:26:26 – Spanish Tungsten Miner Abenójar CEO
00:34:37 – Impact of AI on Jobs Market
00:40:35 – Anthropic, Ray-Ban, Bayer
00:43:20 – Chart Talk
——–
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President Donald Trump said new Iran talks would begin today after he called off a planned attack on Iran partially in response to pleas from US allies in the Middle East, including Saudi Arabia.

Stocks and bonds rose as the latest sign of easing tensions between the US and Iran pushed oil prices lower, allaying concerns about faster inflation.

The yen rallied sharply amid speculation that authorities may have intervened to prop up the currency again after coordinated action between the US and Japan last week.

Today’s guests: Derek Halpenny, MUFG Global Markets Head of Research; Tina Fordham, Fordham Global Foresight Founder and Geopolitical Strategist

“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:15 – The Pulse with Francine Lacqua
00:00:54 – Yen Outlook
00:02:04 – Won’t Hesitate To Intervene Further: Japan’s Finance Minister
00:04:11 – Derek Halpenny, MUFG Global Markets Research Head
00:09:29 – Trump Says Talks to Resume with Iran
00:18:40 – Monte Paschi, Banco BPM Takeover Latest
00:20:36 – AstraZeneca, Bristol Myers Merger Speculation
00:24:04 – Spain Migrant Crisis Latest
00:26:25 – Tina Fordham, Fordham Global Foresight Founder
00:35:08 – Greece Wildfire Near Athens
00:37:50 – Heineken, Diageo Could Get Boost from World Cup
00:42:06 – Amanda Staveley on Selling Newcastle Stake
——–
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Tom Mackenzie, Guy Johnson and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
——–
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