President Donald Trump dismissed concerns that the conflict in Iran was draining American firepower as clashes resumed in the on-again off-again hostilities that have stretched more than six months, with neither side willing to restart negotiations to end the war.
——–
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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 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
——–
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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
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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 Ambassdor Alexander Yui, Taiwan’s Representative to the United States, Kevin Gordon, Schwab, Head of Macro Research & Strategy, Todd Blanche, United States Attorney General

1)Chapters:
00:00:00 – Bloomberg This Weekend Begins
00:01:43 – News Now with Lisa Mateo
00:04:24 – Brent Crude Slips After G7 Reserve Announcement
00:12:19 – Trump Rallies in Ohio For GOP Candidates
00:18:00 – Lisa Mateo on News now
00:19:58 – White House Ai Task Force Looking at Risks of Technology
00:26:31 – Anthropic Targeting Mid-November For Mega IPSO
00:31:29 – News Now with Lisa Mateo
00:33:25 – Fed Minutes From September Rate Hike
00:41:31 – Bloomberg Pursuits: How to Navigate an Electronic World with no Smartphone
00:49:30 – Headlines With Lisa Mateo
00:52:39 – Ambassador Alexander Yui, Taiwan’s Representative to US on Bloomberg This Weekend
00:54:13 – Ambassador Alexander Yui on Strength US relationship
01:05:16 – Trump to Meet With Xi Twice More This Year
01:11:37 – Lisa Mateo on Headlines
01:13:09 – Nasdaq 100 Closed at New Record Friday
01:23:30 – News Now with Lisa Mateo
01:25:26 – Polls are now opening for Brazil Presidential Elections
01:33:31 – BTW with Lisa Mateo
01:40:40 – Todd Blanche, United States Attorney General on Bloomberg This Weekend
01:43:50 – DOJ to Deploy 1,000 Election Monitors in November
01:50:51 – Blanche: No Sign of Foreign Interference in Elections
01:56:50 – Federal Trade Court Presses DOJ on Tariff Policy
02:03:38 – Trump Campaigns in Red States Ahead of Midterms
02:15:17 – Lisa Mateo on News Now
02:16:54 – New Supreme Court Term
02:25:17 – BTW Bookmarked
——–
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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.
——–
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