Bloomberg Surveillance

Featuring:

• Bob Michele, Managing Director, CIO & Head: GFICC at JP Morgan Investment Management
• Tobin Marcus, Head of US Policy & Politics at Wolfe Research
• Dan Ives, Senior Managing Director & Partner at Yorkville Ives & Co.

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The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, November 3rd, 2026

Featuring:

1) Meredith Whitney, CEO at Meredith Whitney Advisory Group, joins to open the market and talk about consumer strain is driving voters to the polls in this election cycle

2) Joe Quinlan, Chief Market Strategist at Bank of America, talks the CapEx boom and what questions investors should be asking themselves.

3) Joe Lavorgna, Chief Economist at SMBC Nikko Securities, joins to discuss his note on the potential of a Midterm Blue Tsunami.

4) Heath Terry, Head of Tech and Communication Research at Citi, talks tech and AI earnings, developing agentic technology, and the CapEx supercycle.

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The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, November 2nd, 2026

Featuring:

1) Jordan Jackson, Global Market Strategist at JPMorgan Asset Management, talks the overblown AI selloff and duration at work.

2) Steve Englander, Global Head of G10 FX Research and of North America Strategy for Standard Chartered Bank, talks about why markets are favoring Congressional gridlock in this election.

3) Paisley Nardini, Head: Investment Strategy at Tema ETFs, talks how ETF flows are being affected by election and AI trades.

4) Amy Wu Silverman, Head: Derivatives Strategy at RBC, brings us into the market open and talks the hyperscaler shift.

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Apple delivered a forecast for the holiday period that topped Wall Street estimates, even as it failed to impress investors who have bid up the shares in recent months. Revenue will rise 7% to 10% in the fiscal first quarter, which runs through December, Apple said during an earnings conference call Monday. Analysts had estimated 6.1% on average, according to data compiled by Bloomberg.
The shares slumped about 4% in late trading, a sign of the lofty expectations surrounding Apple. After a rally added roughly $1 trillion in market value to the company since late June, investors were betting on a blockbuster report.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior tech analyst Anurag Rana and Bloomberg News managing editor for global consumer tech, Mark Gurman.

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Featuring:

• Dr. Edward Yardeni, President & Chief Investment Strategist of Yardeni Research
• Jessica Taylor, Senate & Governors Editor at The Cook Political Report
• Robert Doll, President, CEO & CIO at Crossmark Global Investments

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From credible networks to the people willing to vouch for you, this episode explores how leaders build relationships, establish credibility and create opportunity in unfamiliar markets. Hear from Parag Khana, founder and CEO of AlphaGeo; Danny Yeung, CEO and co-founder of Prenetics; Jasmine El-Gamal, founder and CEO of Averos Strategies; Danielle Johnson, Global Head of Institutional Clients at HSBC; and Jorge Arce, CEO of HSBC Mexico on why trust takes time to earn, and how strong relationships can become a powerful form of capital.

This episode is sponsored by HSBC.

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.

Today's guests: Veda Partners Co-Founder & Managing Partner Henrietta Treyz, JPMorgan Asset Management Chief Retirement Strategist Michael Conrath, and Author "The Everywhere Millionaire" Owen Zidar.

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Wall Street got a reality check as a bruising selloff in technology shares fueled concern the artificial-intelligence frenzy that has powered the equity bull market might be overblown. Disappointing tech results spurred the worst drop for stocks since June, with the Nasdaq 100 falling 3.5% and briefly crossing the threshold of a technical correction. Intel Corp. slid the most in over four decades as its outlook missed estimates. Amazon.com Inc. slipped 1.4% on greater capital spending. The S&P 500 dropped 1.8%, breaching its key 100-day moving average.

For a quick recap of a bruising trade for big tech and equities broadly, hosts Tim Stenovec and Jess Menton speak with Bloomberg Markets Live blog managing editor Kristine Aquino.

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Featuring:

• Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
• Nela Richardson, Chief Economist & ESG Officer at ADP
• Milissa Hutchinson, Head of US Wealth at Nomura

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The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, October 30th, 2026

Featuring:

1) Kay Haigh, CIO: Fixed Income at Goldman Sachs, talks AI debt issuance and market capacity for tech debt, as well as Fed and ECB outlook.

2) Darius Dale, founder and CEO of macro-research firm 42 Macro, talks active market themes and the equity push and pull of continued growth and inflation/tech spending concerns.

3) Richard Portes, professor at London Business School, discusses Christine Lagarde's ECB legacy and whether current ECB policy is too loose .

4) Natasha Sarin, co-founder at the Yale Budget Lab, discusses her NYT column on affordability in the upcoming Midterm and how eco policy is front and center ahead of Tuesday.

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Intel plunged in late trading after its revenue forecast missed analysts’ estimates, hurt by sputtering demand for PC processors and supply-chain problems with its lucrative data center components. The shares plunged in extended trading as much as 17%. The stock had gained 5.6% this year through Thursday’s close.

Meanwhile, Amazon shares dropped after the company reported greater capital spending than anticipated and the slowest growth in the core e-commerce business in three years.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Bloomberg Intelligence senior tech analyst Anurag Rana from Schwab IMPACT in Boston.

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Featuring:

• Mike Feroli, Chief US Economist at JPMorgan
• Gargi Chaudhuri, Global Chief Investment Strategist: Investment and Portfolio Solutions at BlackRock
• James Bullard, Former President of the Federal Reserve Bank of St. Louis & Dean of the Purdue University Mitch Daniels School of Business

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The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, October 29th, 2026

Featuring:

1) Darrell Cronk, CIO: Wealth and Investments at Wells Fargo and Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, react to today's inflation and growth data.

2) Ed Morse, Special Advisor at Hartree Partners, joins for a discussion on upside and downside risks to energy prices as well as refinery concerns.

3) Jeetu Patel, Chief Product Officer at Cisco, joins to talk agentic AI and where the AI trade is headed as a results.

4) Libby Cantrill, Managing Director: Public Policy at PIMCO, talks about the outlook for Congress and executive orders post-Midterms

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Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

Federal Reserve officials left interest rates unchanged and reiterated their commitment to containing inflation without offering a clear signal they might raise rates at their next meeting in December.

But Fed Chairman Kevin Warsh, in a press conference that followed the decision, said officials have “made clear our readiness to act as circumstances require, and we have shown our willingness to act.”

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Featuring:

• Gita Gopinath, Former IMF Deputy Managing Director
• Brian Gardner, Chief Washington Policy Strategist at Stifel
• Lisa Shalett, CIO at Morgan Stanley Wealth Management

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The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, October 28th, 2026

Featuring:

1) Constance Hunter, Chief Economist at EIU, joins for a Fed preview and talks about where we are in the rate hiking cycle.

2) Dominic Konstam, Head: Macro Strategy at Mizuho, discusses the Fed's rate hike predicament post-today's meeting.

3) David Schassler, Head: Multi-Asset Solutions at VanEck Funds, talks gold, commodities, and outlook for the AI trade ahead of tech earnings.

4) Ed Ludlow, host of Bloomberg Tech, gives us a preview of this week's big tech earnings.

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Featuring:

• Ludovic Subran, CIO & Chief Economist at Allianz
• Lieutenant General (Ret.) Karen Gibson, Geopolitical Group Member at Academy Securities
• Robert Kaplan, Vice Chair at Goldman Sachs and former Dallas Fed President

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The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, October 27th, 2026

Featuring:

1) Robert Kaplan, Vice Chairman at Goldman Sachs and former President of the Dallas Fed, talks about the outlook for monetary policy, the US economy, and the Fed's rate hiking cycle.

2) Gary Gensler, former SEC Chair and MIT Professor, talks the Anthropic IPO, the Fed, and how the Midterms could reshape US policy.

3) Mike Wilson, CIO and Chief US Equity Strategist at Morgan Stanley, talks about his S&P call and the earnings driven market.

4) Colin Graham, Head of Multi-Asset Strategies at Robeco, discusses the "uncomfortable sweet spot" for markets and the real debate over nominal growth.

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Featuring:

• Noah Weisberger, Chief US Equity Strategist at BCA Research
• Neil Dutta, Head of US Economic Research at Renaissance Macro
• Jessica Taylor, Senate and Governors Editor at The Cook Political Report

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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, October 26th, 2026
Featuring:

1) Peter Tchir, Head of Macro Strategy at Academy Securities, joins to discuss credit spreads across markets and how cost of capital and stubborn energy prices are rippling through markets.
2) Nate Thooft, Global CIO for the Multi-Asset Solutions Team and Senior Portfolio Manager for Manulife Investment Management, talks the three themes connecting markets.
3) Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations, talks about the intersection of geopolitics and the Midterms.
4) Ella Gude, Head of Investment Strategy and Asset Allocation at BNY Advisors, talks the expansionary market regime and the upward pressure on equities.

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