Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. John Bilton, Head of Global Multi-Asset Strategy at JPMorgan Asset Management, says inflation is worse for industrials. Reinhard Cluse, Chief European Economist at UBS, says he does not expect the ECB to turn dovish. Kataryna Wolczuk, Associate Fellow of the Russia and Eurasian Programme at Chatham House, says the regime in Russia is resilient.

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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Yields fall and stocks jump on an inflation surprise, with Micron facing a key earnings test. President Trump strikes an AI accord as OpenAI chases a $1.4 trillion valuation. Plus, Apple makes its long-awaited smart-home push. And Citadel CEO Ken Griffin on his $3 billion gift to Carnegie Mellon, while KKR’s Christopher Sheldon breaks down the $8 trillion AI funding gap.

Chapters:
00:00:00 – Open Interest
00:01:14 – Cooler PCE, Strong Consumer Spending & Fed Rate Outlook
00:04:27 – Apple’s Smart Home Push, OpenAI Safety Delays & AI Funding Boom
00:08:02 – Max Kettner, HSBC | Micron Earnings, AI Leadership & Why Investors Remain Bullish
00:11:26 – Ken Griffin & Farnam Jahanian | New CMU Miami campus
00:23:31 – Oracle Power Constraints, AI Infrastructure Demand & CoreWeave Growth
00:37:01 – Top Calls | Moderna, FICO, Coreweave
00:38:02 – Sam Altman on AI Safety, OpenAI Growth & IPO Timing
00:44:21 – Apple’s Smart Home Push, Siri AI & Micron Earnings Stakes
00:49:41 – Sitara Sundar JPMorgan | AI infrastructure opportunity
01:00:25 – Chris Sheldon KKR | AI concentration risk
01:07:06 – Robinhood’s 24/7 Trading Push & AI-Powered Investing
01:13:46 – Raymond Joabar, American Express Group | Corporate productivity tools
01:21:44 – Oil flows recover toward prewar levels
01:27:35 – Paramount-Warner financing
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Doug Rediker, Managing Partner at International Capital Strategies and formerly represented the US on the Executive Board of the International Monetary Fund (IMF), says former Fed Chair Jerome Powell’s continued presence on the Board of Governors is a “tempering influence” on current Fed Chair Kevin Warsh. Rediker says he has been reluctant to think the Fed would raise rates because of the proximity to the midterm elections, though he says he is not highly confident in that view. Rediker also says bond markets in the US and France are subject to the influence of “bond vigilantes” and says he would not rule out the 10-year Treasury yield reaching 6%. He speaks with Kailey Leinz and Joe Mathieu on Bloomberg’s “Balance of Power.”
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Content Creator and Founder at CrunchLabs, Mark Rober discusses building a creator-led business spanning STEM education videos, digital media and physical products with Bloomberg’s Emily Chang at Bloomberg Screentime in Los Angeles in 2026.
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Alix Steel brings you news you need to know and trends you need to watch as U.S. markets get into the trading day.
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