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
——–
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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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
——–
More on Bloomberg Television and Markets

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The Wall Street Journal says US forces fired on Panama-flagged ship that tried to break through the American naval blockade of Iran. It happened Tuesday morning. Oil prices moved higher on the news.
——–
More on Bloomberg Television and Markets

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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 Minmin Low give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – The China Show opens
00:04:34 – Asian stocks under pressure after S&P 500 reaches new peak
00:08:34 – DeepSeek said to have closed $12B fundraising round
00:14:26 – Singapore’s foreign minister speaks at the Milken Asia Summit
00:16:44 – Exclusive: JPMorganChase’s Jamie Dimon on AI debt financing
00:26:32 – Taiwan stocks pull ahead of KOSPI in AI-driven rally
00:31:59 – Chinese private refiners turn to Iraqi crude amid US blockade
00:37:31 – TOKEN2049: Dragonfly’s Haseeb Qureshi on Bitcoin’s next phase
00:49:57 – Uranium stocks jump after Alphabet-Constellation Energy deal
00:53:13 – What is driving DeepSeek’s funding needs?
00:58:05 – Milken Asia Summit: Viture’s David Jiang on AI smart glasses
01:08:43 – Nvidia’s market value nears $6T
01:11:04 – Bitcoin recovery revives talk of bull market
01:13:09 – Exclusive: Coinbase’s Liz Martin on expanding crypto exchange offerings
01:23:44 – Economists see RBI raising rates by 25 basis points to 5.5%
01:26:59 – Exclusive: JPMorganChase’s Jamie Dimon on AI-driven cyber threats
——–
More on Bloomberg Television and Markets

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Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

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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, David Ingles and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:03:36 – Trump extends Iran ceasefire but maintains Hormuz blockade
00:06:46 – Traders considers ceasefire extension
00:14:25 – Kevin Warsh pledges Fed independence
00:27:48 – CGS International’s Group CEO Carol Fong on shifting investment strategies amid Iran war
00:36:38 – Taiwan cancels Lai’s trip, citing China’s interference
00:39:58 – China’s CATL debuts EV battery with six-minute recharge
00:48:42 – Latest in Middle East as Trump extends Iran ceasefire
00:53:23 – William Blair’s Vivian Lin Thurston: AI outlook lifting markets
01:05:31 – Scoop: Anthropic’s Mythos model being accessed by unauthorized users
01:12:17 – Trending in China: Upcoming AI movie sparks concerns
01:21:24 – Indonesia set to hold key rate as rupiah hits record lows
01:29:30 – Mistral AI sees global demand for custom AI
——–
More on Bloomberg Television and Markets

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