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 Tech Rebound, Fed Fallout & Middle East Diplomacy
03:48 Strong Earnings Defy Macro Uncertainty — Dan Greenhaus, Solus Alternative Asset Management
20:30 Hamas Disarmament Could Isolate Iran — Lt. Gen. Robert Walsh (Ret.), Academy Securities
31:41 Apple’s Supply Crunch Hits Growth Outlook — Thomas Forte, Maxim Group
41:14 BOJ Backs the Yen Without a Rate Hike — Thierry Wizman, Macquarie
53:40 AI Winners Need Clear Communication — Victoria Fernandez, Crossmark Global Investments
1:04:45 The Cost of Restoring Fed Credibility — Daleep Singh, PGIM Fixed Income
1:17:49 AI Has Reached an Inflection Point — Lei Qiu, AllianceBernstein
1:25:19 Institutional Demand for Private Credit Is Accelerating — Michael Arougheti, Ares Management
1:37:51 Fed Dissenters Lay Out the Case for Rate Hikes — Michael McKee, Bloomberg
1:41:53 No Fed Chair Wants This Bond Market Reaction — Phil Camporeale, JPMorgan Wealth Management
1:57:00 Amazon’s AI Spending Is Paying Off — Shweta Khajuria, Wolfe Research
2:04:11 Why Warsh’s Policy Approach Is Flawed — William Dudley, Former New York Fed President
2:18:21 AI Selloff Created a Buying Opportunity — Daniel Niles, Niles Investment 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
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

source

A global rally in technology shares faltered as disappointing earnings from two industry heavyweights revived doubts over whether billions of dollars in artificial-intelligence spending will deliver sufficient returns. Google parent Alphabet sank a record 13% on a sales miss, while Microsoft is looking to raise at least $25 billion from a US investment-grade bond sale. Amazon and Intel are slated to report results after Thursday’s closing bell. We examine the day’s top tech headlines with Gil Luria, Head of Technology Research at D.A. Davidson & Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence.
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, 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.

Risk appetite stabilized following last week’s slump in tech shares. Morgan Stanley’s Mike Wilson said he sees a few “clearing events” ahead for the stock market that have the potential to take it lower temporarily, creating a great opportunity for investors to pile back in.

Oil declined after a report said US President Donald Trump wants to give diplomacy with Iran more time before potentially resuming strikes following Tuesday’s midterm elections.

And – ahead of Tuesday’s US midterm elections, Representative Haley Stevens, who lost the Democratic primary for Michigan’s US Senate seat, backed Republican candidate Mike Rogers, breaking with Democratic nominee Abdul El-Sayed and exacerbating a split between progressives and moderate party members.

Today’s guests: Violeta Todorova, Leverage Shares, Senior Research Analyst; Michael O’Leary, Ryanair, CEO.

Chapters:
00:00:00 – Daybreak Europe
00:00:15 – Oil Prices Ease
00:02:50 – China Stocks Rise on Report of Regulator Market Support Meeting
00:04:32 – Oil Slides With Trump Reportedly Open to More Iran Diplomacy
00:08:12 – Trump Says He May Be ‘Mr. Veto’ If Democrats Win Midterms 
00:11:29 – Democrats Show Strength in Final Days of Race for the Senate, New Polls Find
00:14:16 – Traders Brace for Treasury Sales Overhaul
00:16:44 – ADNOC’s CEO Opening Remarks at ADIPEC
00:20:09 – OpenAI CEO Sam Altman
00:25:01 – Tech Stock Selloff Eases
00:28:44 – Violeta Todorova, Leverage Shares, Senior Research Analyst
00:35:04 – Michael O’Leary, Ryanair, CEO
00:44:17 – Computing Power Remains Scarce
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, 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.

Asian stocks fell and US equity index futures edged lower after the Nasdaq-100 Index entered a correction. Downbeat results from Palantir and Apple added to negativity in the tech trade.

US voters head to the polls in the US midterm elections, as President Trump faces the biggest political test of his second term as the Democratic Party targets control of Congress.

Plus, Iran President Masoud Pezeshkian said his government has been granted more authority by the country’s supreme leader to pursue peace talks, as President Donald Trump hinted at progress in negotiations.

Today’s guest: George Pollack, Signum Global Advisors, Partner & Senior Analyst, US & Canada Policy.

Chapters:
00:00:00 – Daybreak Europe
00:00:15 – Tech Under Pressure
00:03:09 – Asian Stocks Drop on US Tech Jitters, Yuan Weakens
00:06:14 – US Tech Stocks Enter Correction on AI and Midterm Election Risks
00:10:33 – Palantir’s Outlook Signals a Slowdown in AI-Fueled Sales Growth
00:17:03 – Khamenei Empowers Talks as Trump Says Iran Deal Could Happen
00:19:10 – .S. Strikes Iran’s Qeshm Island as Trump Talks Down War Risks
00:22:35 – Bravo: Ton of Value to be Unlocked With OpenAI
00:27:36 – Democrats Expected to Make Gains in US Midterms
00:30:46 – George Pollack, Signum Global Advisors, Partner & Senior Analyst, US & Canada Policy
00:36:56 – Impact for Companies With US Revenue Exposure
00:41:11 – Solomon: Very Robust Demand for AI Deals
00:45:07 – Gold Hovers Near One-Year Low
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Indian Foreign Minister Subrahmanyam Jaishankar told Bloomberg Editor-in-Chief John Micklethwait that trade negotiations with the US were close to a conclusion, though final details remained to be resolved. They spoke at the Bloomberg New Economy Forum in New Delhi
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source