Jonathan Miller, co-founder of Miller Samuel, joins Scarlet Fu and Tom Keene on “Bloomberg Money.” They discuss mortgage rates, US housing supply, and the population shifts across various US regions.
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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 Tech Selloff, Middle East Escalation and France Debt Stress
04:14 Chip Earnings Could Peak in 2027 — Cameron Dawson, NewEdge Wealth
18:26 Oil Spike Could Keep the Fed Hiking — Cameron Dawson, NewEdge Wealth
30:35 Meta’s Negative Cash Flow Doesn’t Shake the Bull Case — Nick Jones, BNP Paribas
40:28 France Is Starting to Trade Like a Risk Asset — Sphia Salim, BofA Global Research
55:42 Slower Earnings Growth Doesn’t End the Bull Market — Mona Mahajan, Edward Jones
1:07:12 Midterm Policy Impact Depends on Size of Majority — Ariana Salvatore, Morgan Stanley
1:19:07 Anthropic’s IPO Will Put AI Economics to the Test — Matt Witheiler, Wellington Management
1:28:12 Credit Stress Could Slow the Data Center Buildout — Torsten Slok, Apollo
1:42:07 AI Trade Shifts From Spending to Returns — David Lebovitz, JPMorgan Asset Management
1:53:33 Tesla’s CapEx Cut Doesn’t Signal Smaller Ambitions — Ben Kallo, Baird
2:01:11 US Jobless Claims Hit Three-Month Low at 194,000
2:03:08 AI Isn’t Driving the Labor Market Shift — Nela Richardson, ADP
2:14:57 Southwest Improves Margins Despite $800 Million Fuel Hit — Tom Doxey, Southwest Airlines
——–
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“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: Parametric SMA Fixed Income Portfolio Manager Nisha Patel, Citi Head of Global Rates Deirdre Dun, Goldman Sachs Head of Multi Sector FI Investing Lindsay Sachs, Oaktree Capital Management Deputy CIO Strategic Credit Platform Milwood Hobbs.

YouTube Chapters:

00:00 Bloomberg Real Yield opens
02:57 Anna Wong on the Treasury Selloff
05:07 Macro Roundtable
07:14 End of the Low-Rate Era
08:46 Fed Rate Hike Outlook
09:07 Treasury Auctions and Rising Yields
10:44 Opportunities in Bonds
15:08 White House Press Access
16:45 U.S. Public Schools Under Pressure
20:03 Brightline Bankruptcy
22:48 U.S.-Iran Hormuz Talks
23:30 Corporate Bond Issuance
24:17 SoftBank’s Record Junk Bond Deal
25:26 Credit Roundtable
28:21 Leveraged Loans and Higher Rates
29:03 Refinancing Risks
29:40 Opportunities in CLOs
31:13 High-Yield Spreads
32:44 Hormuz Talks Move Markets
34:21 Treasury Selloff Eases
35:05 Anna Wong on the Fed
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:32 – Breaking: China 1-year, 5-year loan prime rates remain unchanged
00:05:22 – China plans to adopt a new policy rate
00:06:55 – CF40’s Guo Kai on China’s fiscal policy
00:16:02 – US tightens access to China’s DeepSeek AI models
00:25:56 – MTR’s $5B bet on the Northern Metropolis Project
00:28:55 – Exclusive: MTR CEO on financing Northern Metropolis rail connectivity
00:39:31 – CATL shares remain under pressure ahead of 3Q earnings
00:51:16 – Asian stocks decline, breaking from US chip rally
00:55:30 – Breaking: PBOC to expand repo tool to foreign yuan clearing banks
00:56:03 – US tightens access to China’s DeepSeek AI models
00:59:59 – Roche-Hansoh tie-up to develop cancer drugs
01:04:02 – Exclusive: German Chancellor Friedrich Merz on EU-China trade tensions
01:07:09 – Breaking: China NDRC to roll out new incremental policies if needed
01:11:45 – IMF’s Marshall Mills on China’s economic outlook
01:22:16 – Hong Kong’s MTR departs from its traditional funding model for the Northern Metropolis Project
01:25:25 – Exclusive: MTR CEO on an infrastructure-first approach to the Northern Metropolis Project
——–
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At Bloomberg’s New Economy Forum in New Delhi, Indian Prime Minister Narendra Modi cautioned against weaponizing supply chains, energy and technology. Business leaders say they are adapting to a world where supply chains are being rebuilt, geopolitical risk is permanent and countries like India are competing to capture the capital being redirected.
——–
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