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Bloomberg Surveillance 10/22/2026

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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 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
——–
More on Bloomberg Television and Markets

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Bloomberg Surveillance: https://twitter.com/bsurveillance
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Bloomberg Surveillance 10/20/2026

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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 IPO Stress, Big Tech Earnings and GM Results
04:28 AI Benefits Will Broaden Beyond Tech — Angelo Kourkafas, Edward Jones
16:49 Texas Election Could Be a ‘Category Five’ AI Risk — Ed Mills, Raymond James
26:20 GM Narrows Outlook, Unveils $20 Billion Buyback
30:06 2027 Will Test Premium Airline Demand — Tom Fitzgerald, TD Cowen
40:56 France’s Lack of Fiscal Anchor Is a Market Concern — Jens Nordvig, Vanda
52:54 US Heading for a Slowdown, Not a Recession — Victoria Fernandez, Crossmark Global Investments
1:05:31 Democrats Could Gain Leverage on Affordability — Jeannette Lowe, Baird Strategas
1:17:37 RBC Weighs Blocking Meta’s AI Agent Muse — Dave McKay, RBC
1:29:03 GM Buyback Reflects Confidence in Cash Flow — Paul Jacobson, General Motors
1:39:30 Higher Rates Raise the Stakes for the Tech Trade — Brent Schutte, Northwestern Mutual
1:52:47 AI Compute Could Be SpaceX’s Biggest Growth Lever — Paul Golding, Macquarie
2:05:04 Housing Weakness Isn’t Enough to Stop Fed Hikes — Matt Luzzetti, Deutsche Bank
2:17:12 Energy Is Becoming Investable Again — Sarah Hunt, Alpine Saxon Woods
——–
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

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Follow Surveillance on X at: https://twitter.com/bsurveillance

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Jonathan Ferro: https://twitter.com/FerroTV
Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

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China’s Growth Goal; Indian Banks Seen as Hot Bets| Insight with Haslinda Amin 10/20/2025

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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda begins
00:01:17 – Trump: Threatened China tariffs not sustainable
00:02:11 – China GDP, retail sales slowed; industrial output beats
00:02:52 – Credit Agricole’s Xiaojia Zhi on China economy
00:05:51 – Zhi: China’s five-year plan may prioritize tech innovation
00:06:50 – Zhi: US-China trade may weigh on China domestic demand
00:14:13 – Israel attacks Hamas posts as ceasefire frays
00:18:59 – Canadian PM Carney on Russia-Ukraine conflict
00:24:06 – LDP, Ishin agree to form coalition: NHK
00:27:20 – Japan stocks rally after LDP-Ishin deal
00:27:45 – Waseda University Professor Mieko Nakabayashi on Takaichi’s PM bid
00:43:03 – RBL Bank shares jump on Emirates NBD deal
——–
More on Bloomberg Television and Markets

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France Faces Unrest Over Rising Living Costs

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Bloomberg News Reporter Gaspard Sebag tells Bloomberg This Weekend that nationwide protests over the cost of living and public services have descended into violence in parts of France, adding to pressure on President Emmanuel Macron’s government. Speaking with hosts David Gura and Christina Ruffini, Sebag explains how France’s fiscal constraints leave the government with limited room to address protesters’ economic concerns as the country approaches a presidential election.
——–
More on Bloomberg Television and Markets

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Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

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More from Bloomberg:
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Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
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Treasury Rally Pauses After Rush to Safety; Oil Extends Gain Amid Supply Woes

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Declines in yields ease after a selloff in tech stocks drove investors to Treasuries. Oil heads for a third consecutive weekly gain as escalating attacks on Saudi Arabia stoke supply concerns. Shares of tower companies rise and wireless carriers decline in pre-market trading as SpaceX is said to be seeking access to 80,000 cell sites across the US for new networks. Laura Cooper of Nuveen joins “Bloomberg Brief” to discuss structural challenges facing the equity market.
——–
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.

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Riots in France, US Ukraine Disagree on Starshield, Watching Wall Street

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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 “All Things Considered” NPR Host and “American Pope” Author Scott Detrow, US Senate Candidate and New Hampshire Rep. Chris Pappas, PIMCO EVP & Market Strategist Tony Crescenzi, Political Analyst & “The Creativity Con” Author Thomas Frank, Condé Nast Traveler Senior Features Editor Megan Spurrell, Texas Rep. Marc Veasey, Freeland and Cook Political Report Senate and Governors Editor Jessica Taylor.

Chapters:
00:00:00 – Bloomberg This Weekend Begins
00:01:29 – News Now with Lisa Mateo
00:04:21 – Trump Defends Decision to Waive Russia Sanctions
00:06:39 – Rubio Defends Plan to Buy Diesel From Russia
00:08:40 – Trump: Gas Prices Will Go Down When War Ends
00:12:42 – French Rioters Set Fires, Loot Shops in Nationwide Outburst
00:15:27 – French Demonstrators Protest High Cost of Living
00:18:00 – Lisa Mateo with News Now
00:19:31 – Pope Leo Released From Hospital After Lung Surgery
00:25:35 – Putin Discussed Ukraine in Call With Pope Leo, Kremlin Says
00:27:11 – Pope Says Technology Must Help People, Warns of “Dehumanization”
00:28:57 – Pope Leo’s Road From Chicago to The Vatican
00:31:30 – News Now with Lisa Mateo
00:33:36 – OpenAI Employee Arrested Over Hidden Recording Service
00:37:42 – White-Collar Workers Joining The AI Gig Economy
00:41:30 – BTW with Lisa Mateo
00:48:29 – Top of the Hour with Bloomberg This Weekend
00:50:07 – Headlines with Lisa Mateo
00:52:36 – Rubio Denies US Slowed Starlink Service in Ukraine
00:55:30 – Growing Bipartisan Backlash Over Russia Diesel Deal
00:57:37 – Rep. Pappas (D-NH) Joins Bloomberg This Weekend
01:06:30 – News Now with Lisa Mateo
01:08:18 – US Bonds Fall as Treasury is Silent on Long End
01:15:01 – Tech Stock Tumble Over AI Debt Concerns
01:16:38 – David Byrne Explains How Forgotten Ideas Come Back to Life
01:20:00 – Lisa Mateo with News Now
01:22:04 – How Innovation Became America’s Biggest Racket
01:24:54 – Investigating How America Uses Creativity as a Mask
01:30:00 – Condé Nast Traveler’s 10 Best Cities in US & World
01:37:01 – Top of the Hour with Bloomberg This Weekend
01:38:41 – Headlines with Lisa Mateo
01:41:11 – Rep. Veasey Joins Bloomberg This Weekend
01:55:01 – News Now with Lisa Mateo
01:56:34 – Sen. Ossoff Rallies With Keisha Lance Bottoms
02:01:30 – Economy Weighing on Voters Ahead of Midterms
02:08:31 – Lisa Mateo with News Now
02:10:11 – Marc Andreessen Rises as a MAGA Power Player
02:14:14 – Elon Musk Donates $158M to GOP Super PAC For Texas Senate Race
02:18:31 – Bookmarked: Stories on Our Reading List
——–
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
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Watch more on YouTube:
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