Business
Bloomberg Surveillance 10/27/2026
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 Anthropic IPO, Mega Tech Financing and Fed Decision
04:19 AI Trade Needs to Broaden to Keep Working — Mark Haefele, UBS Global Wealth Management
17:33 Iran Talks Unlikely to Resolve Core Differences — Lt. Gen. Karen Gibson (Ret.), Academy Securities
32:49 Investors May Buy Anthropic Regardless of Price — Matt Kennedy, Renaissance Capital
40:36 4% Inflation Likely to Force More Fed Hikes — Ludovic Subran, Allianz
52:35 Clearing Events Could Create Buying Opportunities — Mike Wilson, Morgan Stanley
1:06:02 Data Center Buildout Could Accelerate After Midterms — Mike Wilson, Morgan Stanley
1:16:36 Anthropic’s AI Personhood Push Raises Liability Questions — Rumman Chowdhury, Humane Intelligence
1:29:50 Investors Are Using Bonds to Hedge Against AI — Greg Peters, PGIM Credit
1:39:59 Tech Funding Needs More Equity, Less Debt — Rob Kaplan, Goldman Sachs
1:55:12 Long-Term Forecasts Can’t Keep Up With Anthropic — Brandon Ross, LightShed Partners
2:07:54 Inflation May Stay Above Fed Target Until 2029 — Lindsey Piegza, Stifel
2:12:44 Data Center Spending Remains Strong — Michael McKee
2:17:12 Quality Tech Can Win as Capital Costs Rise — Stephen Parker, JPMorgan Private Bank
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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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US equity futures fluctuate as Democrats wins control of both the House and the Senate. The party wins at least 228 House seats and will hold at least 54 Senate seats. Seema Shah of Principal Asset Management joins “Bloomberg Brief” to discuss the market impact of the election results. Brett Bruen of Global Situation Room examines what the shift in Congress could mean for the Trump administration.
Chapters:
00:00:00 – Bloomberg Brief
00:02:23 – AMD, Arista and Novo Nordisk Earnings
00:04:05 – Democrats’ Midterm Sweep and Market Impact
00:07:21 – California Election Results
00:08:46 – Markets Rally After Democratic Sweep
00:11:38 – AI Data Centers Face Political Scrutiny
00:13:10 – AMD Earnings and AI Demand
00:14:03 – Meta, BMW and Google Headlines
00:15:33 – Seema Shah, Principal Asset Management, on Markets, the Fed and AI
00:24:26 – Election and Market Recap
00:27:50 – Democrats Take Congress
00:30:46 – California Election Results
00:33:04 – The Fed and Treasury Refunding
00:36:30 – CVS, Nvidia and Oracle Headlines
00:37:55 – Brett Bruen, Global Situation Room CEO, on the Midterm Political Shift, Tariffs and the Economy
00:45:43 – Day Ahead: Earnings, ADP and Treasury
——–
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US equity futures waver as the first set of polls open for the midterm elections. Iran and the US are reviewing the latest proposals on peace negotiations from mediators, according to a diplomat. Apple delivers a mixed outlook in the first quarterly report under CEO John Ternus. Peter Oppenheimer of Goldman Sachs joins “Bloomberg Brief” to discuss the risk of further market volatility after the elections. Laurel Rapp of Chatham House explains what is at stake for both Democrats and Republicans.
Chapters:
00:00:14 – Bloomberg Brief: Election Day, Markets & Top Stories
00:00:55 – Asia Markets, China Liquidity & Australia Rate Hike
00:03:44 – Apple Earnings, Palantir & Nvidia
00:05:00 – U.S. Midterm Elections: Key Battleground States
00:08:20 – Peter Oppenheimer on Election Risks & Market Positioning
00:17:28 – AI Financing: Oracle, Google, Microsoft & Meta
00:22:36 – Apple Margin Pressures & AI Costs
00:26:59 – U.S.-Iran Negotiations & Oil Prices
00:34:04 – Democrats’ Prospects for a Blue Wave
——–
More on Bloomberg Television and Markets
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Vonnie Quinn, Carol Massar and Tim Stenovec.
——–
More on Bloomberg Television and Markets
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India is the world’s fastest-growing major economy. But higher interest rates, a weak rupee, foreign investor outflows and youth protests are testing its ambitions.
What’s next for India will come into focus at this year’s Bloomberg New Economy Forum in New Delhi.
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Socialism was once widely seen as politically disqualifying in the United States, but democratic socialist candidates and ideas are gaining greater visibility, particularly among younger voters. Former House Speaker Paul Ryan and investor Steven Rattner argue that frustration over affordability, inequality and economic insecurity is making voters more receptive to alternatives to traditional free-market policies.
——–
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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