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Bloomberg Surveillance 05/06/2025

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JPMorgan, Ford to Invest Billions in Michigan Manufacturing

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JPMorgan Chase & Co. and Ford Motor Co. are helping launch a new program to bolster production in the state of Michigan. The bank and automaker will help suppliers in the program. JPMorgan CEO Jamie Dimon, Ford CEO Jim Farley and Michigan Governor Gretchen Whitmer speak exclusively to ’s David Westin in Detroit.
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Stocks Rise, Job Growth Cools, Trump Says No Diesel Export Ban | Bloomberg This Weekend

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The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by The Atlantic Staff Writer Vivian Salama, “The Profiler” Online Job Scam Hunter Jay Jones, UMich Professor of Public Policy and Economics Justin Wolfers and Fmr. Deputy Assistant Secretary of Defense for the Middle East and The Washington Institute Research Director for Near East Policy Dana Stroul.

Chapters:
00:00:00 – Bloomberg This Weekend Begins
00:02:12 – News Now with Lisa Mateo
00:04:48 – US Sep. Nonfarm Payrolls Rise 29,000 M/M; Est. +90K
00:07:37 – Black Unemployment Rose Sharply in September
00:12:45 – US Stocks Advance After Lower Sept. Jobs Report
00:17:59 – Lisa Mateo with News Now
00:19:58 – Trump Campaigns Through Alabama, Texas, Oklahoma
00:24:09 – Dennis Rodman Joins Trump at Texas Rally
00:25:37 – Alberta Separatists Show Trump’s Limits in Canada
00:30:48 – O Clamato: “The Caesar,” Alberta’s Native Cocktail
00:31:29 – News Now with Lisa Mateo
00:33:08 – South Africa Steps Up GBV Fight After 11th Woman Found Dead
00:37:53 – Can Burnham Dismantle Thatcher’s Revolution?
00:41:29 – BTW with Lisa Mateo
00:48:29 – Top of the Hour with Bloomberg This Weekend
00:50:15 – Headlines with Lisa Mateo
00:53:07 – Trump Rules Out Diesel Export Ban After G7 Decision
01:00:49 – Bessent: Iran to Have No Oil on the Water This Week
01:02:36 – Senate Battleground Widens Ahead of November
01:04:01 – Blanche: DOJ Not Reopening Criminal Probe Into Powell
01:06:29 – News Now with Lisa Mateo
01:08:06 – Nearly 3 Years Since October 7 Attack on Israel
01:19:59 – “The Profiler” Takes on Fake Job Listings & AI Fraud
01:29:59 – Travelers Finding Luxury Hotels in Small Spaces
01:36:59 – Top of the Hour with Bloomberg This Weekend
01:37:34 – Headlines with Lisa Mateo
01:40:43 – Bessent: “I Feel Like An Emergency Room Doctor…The American People Were Backed Over By the Inflation Mack Truck”
01:43:23 – Wolfers on US Sep. Nonfarm Payrolls Rise 29,000 M/M; Est. +90K
01:46:20 – US Sep. Two-Month Payroll Net Revision -60K
01:51:01 – Next Fed Rate Decision Coming October 28
01:54:59 – Lisa Mateo with News Now
01:56:33 – Pressure Builds On Iran as Trump Expands US Military Experience
02:04:22 – Bessent: Iran to Have No Oil on the Water This Week
02:08:30 – News Now with Lisa Mateo
02:10:18 – Brazil Election to See Lula, Bolsonaro in Tight Race
02:18:30 – Pointed: The News Quiz for Risk Takers
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Trump Dismisses ‘Little War’ With Iran as Clashes Resume

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President Donald Trump dismissed concerns that the conflict in Iran was draining American firepower as clashes resumed in the on-again off-again hostilities that have stretched more than six months, with neither side willing to restart negotiations to end the war.
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Bloomberg Surveillance 10/7/2026

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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 AI Capital Race, Bond Selloff and Record Stocks
05:52 AI Spending Faces a Return-on-Capital Test — Aaron Kennon, Clear Harbor Asset Management
19:02 Democrats May Be Overestimating Their Senate Odds — Tobin Marcus, Wolfe Research
32:14 Can AI Capacity Keep Up With Demand? — Mitchell Green, Lead Edge Capital
43:18 Fed Hike Was Risk Management, Not a Hiking Cycle — Claudia Sahm, New Century Advisors
53:23 Slowing the AI Buildout Could Extend the Rally — Alicia Levine, BNY Wealth
1:07:59 Washington Will Eventually Have to Tax AI — Henrietta Treyz, Veda Partners
1:18:52 Infrastructure Underinvestment Is a Risk — Olivia Wassenaar, Apollo Infrastructure Group
1:29:00 Treasury Refunding May Matter More Than the Fed — Vishal Khanduja, Morgan Stanley Investment Management
1:45:03 Lower Oil Is Key to S&P 500’s Next Leg — Scott Chronert, Citi
1:54:31 AI Could Create More Jobs Than It Replaces — Eric Kutcher, McKinsey & Co.
2:09:30 Fed’s Choice Is ‘Hike or Bond Spike’ — Mark Cabana, BofA Securities
2:20:04 Nvidia Can Reach $515 — Simon Leopold, Raymond James
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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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Sept. Jobs Report | Bloomberg Surveillance 10/02/2026

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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:
00:00:00 – Bloomberg Surveillance | 10/02/2026
00:06:48 – Seema Shah, Principal
00:19:33 – Ed Mills, Raymond James
00:32:23 – Michael Haigh, Societe Generale
00:41:17 – Michael Gapen, Morgan Stanley
00:53:01 – Priya Misra, JPMorgan
01:05:36 – France’s Bond Crisis Deepens
01:20:47 – Matt Brill, Invesco
01:31:02 – Mike Reid, RBC
01:42:19 – Nadia Lovell, UBS
01:55:00 – Becky Frankiewicz, ManpowerGroup
02:08:02 – Neil Dutta, Renaissance
02:20:04 – Jeffrey Rosenberg, BlackRock
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