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118 episodes
Bloomberg Surveillance, page 3
by Bloomberg · English
Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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AI Integration and Stock Fears
Charles Schwab’s outlook on markets and investor behavior amid AI adoption, fee compression, and “shadow”/risk concerns; plus discussion of retail access to alternatives, defined-contribution…
16 Oct 2026 · 43m · 17 chaptersBloomberg Surveillance TV: October 15th, 2026
Bloomberg Surveillance TV (Oct 15, 2026) covers AI-market volatility and the AI infrastructure buildout, credit/IPO financing conditions, and bond-market moves, plus U.S.
15 Oct 2026 · 23m · 10 chaptersInflation and Bonds Amid AI Concerns
The episode debates how inflation data and AI-related concerns are reshaping markets—especially bonds/yields, equity concentration, and credit spreads—then shifts to consumer spending and retail, and…
15 Oct 2026 · 50m · 25 chaptersBloomberg Surveillance TV: October 14th, 2026
Bloomberg Surveillance TV (Oct 14, 2026) covers (1) stock/earnings season and 2027 outlook, especially semiconductors; (2) Middle East security after Houthi attacks on Saudi Arabia and implications…
14 Oct 2026 · 22m · 9 chaptersCPI and the AI Trade
Inflation and CPI implications for the Fed, plus how AI and global shocks (energy, tariffs, China exports) fit into the inflation picture.
14 Oct 2026 · 53m · 22 chaptersBloomberg Surveillance TV: October 13th, 2026
Bloomberg Surveillance episode focused on earnings-season positioning, whether the equity correction is “over,” Fed tightening mechanics, AI/semiconductor concentration risk, and the possibility of…
13 Oct 2026 · 22m · 10 chaptersMarkets, Earnings, and Oil
Markets and earnings outlook, bond yields (“normal for longer”), inflation/productivity, oil’s impact on the economy, and AI/tech themes (including enterprise data/AI and a parenting AI product).
13 Oct 2026 · 34m · 16 chaptersBloomberg Surveillance TV: October 12th, 2026
Bloomberg Surveillance episode covering (1) U.S. military support for Saudi Arabia after Houthi strikes on Riyadh; (2) energy market resilience and diesel drivers at the World Petroleum Congress; (3)…
12 Oct 2026 · 21m · 9 chaptersUpward Pressure on Yields and Equities
The episode discusses upward pressure on U.S. bond yields and the risk of eventual equity-to-cash rotation, focusing on real yields, deficit financing, and repo/liquidity vulnerabilities; it also…
12 Oct 2026 · 33m · 17 chaptersSupply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive Suburbs
Supply shocks and higher consumer costs (oil, mortgages, food) are driving depressed consumer sentiment even as GDP/corporate earnings look strong; bond yields have surged (10-year to ~5.36%) and are…
10 Oct 2026 · 43m · 24 chaptersBloomberg Surveillance TV: October 9th, 2026
Bloomberg Surveillance episode covering market swings tied to AI expectations, bond-market “flight to quality” signals, Fed/ECB rate-hike timing, and oil’s impact on Treasuries and airline costs;…
9 Oct 2026 · 21m · 12 chaptersChoppiness and Momentum Across Markets
Markets and geopolitics through “doom loops,” credit/yield risk, Latin America’s political shift, and power/AI infrastructure themes, plus bond-market technicals and midterm-election policy risk.
9 Oct 2026 · 32m · 16 chaptersBloomberg Surveillance TV: October 8th, 2026
Bloomberg Surveillance TV (Oct 8, 2026) discusses why stocks are drifting lower as bond yields and crude rise, focusing on the global bond sell-off, Fed policy path, fiscal risk (especially France),…
8 Oct 2026 · 22m · 9 chaptersBond Volatility and Energy Flows
The episode covers (1) France’s political/budget turmoil and how it’s stressing European bond markets, (2) what JPMorgan bond desks are watching in U.S.
8 Oct 2026 · 25m · 9 chaptersBloomberg Surveillance TV: October 7th, 2026
Bloomberg Surveillance episode (Oct 7, 2026) covering stock leadership amid elevated rates, AI/data-center capex funded by private credit, infrastructure/energy underinvestment risks, and JPMorgan’s…
7 Oct 2026 · 24m · 11 chaptersEquities, Bonds, and AI
Market drivers across equities, bonds, and AI—why growth is still winning despite higher rates; how to evaluate companies via fundamentals (gross profit/margins); and where credit stress may be…
7 Oct 2026 · 34m · 11 chaptersBloomberg Surveillance TV: October 6th, 2026
Bloomberg Surveillance Podcast (Oct 6, 2026) covers (1) why markets are hitting new highs despite “right-tail” risks into year-end, (2) U.S.
6 Oct 2026 · 21m · 9 chaptersRisk Cycles Across Equities, Bonds, and Currencies
Macro and markets discussion spanning (1) risk cycles across equities, bonds, and currencies; (2) secular vs cyclical bull markets; (3) France/Europe political and credit contagion fears; (4)…
6 Oct 2026 · 36m · 16 chaptersBloomberg Surveillance TV: October 5th, 2026
Bloomberg Surveillance (Oct 5, 2026) covers (1) U.S. rates and equity leadership, arguing volatility may rise but large-cap winners can keep winning; (2) Fed timing for October/December, with…
5 Oct 2026 · 19m · 6 chaptersEuro and Oil Contagion Risks
The episode is a multi-part market discussion on “contagion” risks across asset classes, plus a deep dive into oil and airline/defense equities.
5 Oct 2026 · 32m · 18 chaptersEmployment Traits of Gen Z, 'Juicy' Bond Yields, Americans Quit Bowling
Bloomberg Money episode spanning (1) consumer fatigue and discretionary spending cuts, (2) Gen Z employment values and career advice, (3) “juicy” bond yields and retirement portfolio positioning amid…
3 Oct 2026 · 39m · 16 chaptersBloomberg Surveillance TV: October 2nd, 2026
Bloomberg Surveillance TV (Oct 2, 2026) covers markets after a pullback in yields, the Fed’s reaction function to the jobs report, shifting risk/credit dynamics, and a White House push on Europe to…
2 Oct 2026 · 18m · 8 chaptersSeptember Jobs Report
The September jobs report and what it implies for the labor market, inflation, Fed policy, bond yields, and global financial conditions—plus discussion of AI-driven investment and its weak job…
2 Oct 2026 · 50m · 23 chaptersUS Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
Instant reaction to the U.S. jobs report: non-farm payrolls rose only 29,000 vs 90,000 expected; prior month revised down (162k to 133k). Unemployment ticked to 4.2% (from 4.1% expected).
2 Oct 2026 · 20m · 13 chapters