Spain’s deadliest rail crash in over a decade is bringing concerns about deteriorating public infrastructure to the top of the political debate ahead of November’s election. Macarena Munoz Montijano explains.
——–
More on Bloomberg Television and Markets

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“Balance of Power” focuses on the intersection of politics and global business. On today’s show, Sen. Rick Scott (R-FL) says the US should “demolish” Iran’s regime and argues the country must prepare for war to achieve peace and prevent Tehran from obtaining a nuclear weapon. Patrick McHenry, former House Financial Services Committee chair and Bloomberg contributor, says Democrats are likely to win control of the House, though the size of their majority remains uncertain.

Chapters:

00:01:53 Bloomberg’s Jeff Mason on Trump Campaigns in Tight South Carolina Senate Race
00:03:59 Bloomberg’s Ed Ludlow on Intel and Amazon Earnings Rattle Tech Stocks
00:07:18 Sen. Rick Scott (R-FL) on AI Investment and Intel
00:09:58 Sen. Rick Scott (R-FL) on Iran, Oil Prices and Military Options
00:12:32 Sen. Rick Scott (R-FL) on Republican Midterm Prospects
00:13:50 Sen. Rick Scott (R-FL) on Brazil Election and Bolsonaro
00:15:04 Sen. Rick Scott (R-FL) on Florida Politics and Control of Congress
00:16:58 Sen. Rick Scott (R-FL) on Debt Ceiling, Spending and the Federal Budget
00:18:19 Patrick McHenry, former House Financial Services Committee chair and Bloomberg contributor, on the Battle for the House
00:20:26 Patrick McHenry on GOP Leadership Fight: Scalise vs. Jordan
00:22:09 Patrick McHenry on Hakeem Jeffries and a Potential Democratic House
00:24:26 Bloomberg’s Anna Edgerton on Alaska Senate Race Faces New Scrutiny
00:26:47 Bloomberg’s Tyler Kendall on Kansas Emerges as a Senate Battleground
00:30:37 The Debrief with Mario Parker: How Democratic Control Could Reshape Congress
00:38:08 Political Panel Reacts: the Fight for Congress, Texas, Maine and Michigan Senate Races, Ohio Ad Backlash and Candidate Quality

——–
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At a special edition of The Mishal Husain Show in Singapore, Mishal asks former foreign minister George Yeo why the country is both rich and unhappy.
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“Balance of Power” focuses on the intersection of politics and global business. On today’s show, Pat Toomey, former Pennsylvania Republican Senator, former ranking member of the Senate Banking Committee and Coinbase global advisory council member, says Republicans are in a “really rough spot” in the House while control of the Senate remains much more of an open question. Jessica Killin, Colorado Democratic Congressional candidate, says affordability is the central concern she hears from voters and argues Congress needs to take back its power on tariffs and the war with Iran. Jessica Taylor, Senate and Governors editor for The Cook Political Report, says President Donald Trump is needed on the campaign trail to drive Republican turnout, but making the midterms about himself could also motivate Democrats and independents to vote against his party.

Chapters:

00:02:04 Power Moves: Top Financial Moves
00:06:19 Bloomberg’s Kate Sullivan on Trump Reverses Course on Final Midterm Rallies
00:10:06 Pat Toomey, former Pennsylvania Republican Senator, former ranking member of the Senate Banking Committee and Coinbase global advisory council member, on GOP Midterm Prospects and Markets
00:15:04 Pat Toomey on Pennsylvania and Ohio Races to Watch
00:18:52 Jessica Killin, Colorado Democratic Congressional candidate, on Colorado’s 5th District and the Cost of Living
00:20:00 Jessica Killin on Affordability, Tariffs and the Iran War
00:24:08 Bloomberg’s Mark Niquette on Ohio’s Tight Senate and Governor Races
00:26:31 Jessica Taylor, Senate and Governors editor for The Cook Political Report, on Cook Political Report’s Final Midterm Forecast
00:31:25 Jessica Taylor on Turnout Becomes the Key Midterm Question
00:33:45 Jessica Taylor on When Will the Senate Majority Be Known?
00:35:41 Political Panel Reacts: Trump’s Closing Midterm Push, Can Democrats Flip Kansas?, How Democratic Control Could Change AI Regulation
——–
More on Bloomberg Television and Markets

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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.

Chapters:
00:00:00 – Bloomberg Surveillance starts
00:08:08 – Principal’s Shah: Investors to Stay Focused on Tech
00:19:37 – Wolfe Research Has Modest Expectations for Trump-Xi Summit
00:30:03 – SocGen’s Jukes: UK Political Uncertainty Drives Gilt Yields to Highest Levels in Decades
00:39:32 – New Century Advisors’ Sahm Says Government Shutdown Still Distorting Data
00:52:11 – Crossmark Global Investments Sees Tale of Two Economies: AI & Everything Else
01:20:54 – Morgan Stanley’s Carpenter Sees Disinflation Resuming in Second Half of 2026
01:35:38 – China Leveraging Chokepoints in Economic Warfare: Fishman
01:48:04 – Cantor Fitzgerald’s Johnston on Market Reaction to Trump-Xi Summit
02:00:17 – SW Retail Advisors’ Widlitz: Consumers Feeling Cost Crunch
02:08:35 – Consumers Still Face Months of Pain, Piegza Says
02:23:09 – Macquarie’s Wizman on Fed Inflation Concerns
——–
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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Follow Surveillance on X at: https://twitter.com/bsurveillance

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