Bloomberg Surveillance 10/26/2026
Watch this video on YouTube ↗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 Big Tech Earnings, Fed Decision and CapEx Test
04:29 BlackRock Tactically Cuts AI Exposure — Russ Koesterich, BlackRock
19:19 US Could Strike Iran Hard After Midterms — Col. Wayne Sanders (Ret.)
29:31 Lula Wins Fourth Brazil Term in Comeback Over Bolsonaro — Julia Leite
33:37 What Lula’s Win Means for Brazil’s Markets and Currency — Nur Cristiani, JPMorgan Private Bank
40:48 Hyperscaler CapEx Cuts Could Be a Bearish Signal — Max Kettner, HSBC
52:22 Tech Selloff Is Punishing the Weakest Players — Noah Weisberger, BCA Research
1:06:33 Republican Troubles Spread to Deep-Red States — Jessica Taylor, The Cook Political Report
1:17:58 Generational Shift Could Fuel an M&A Boom — Ben Wilson, JPMorgan
1:29:55 Fed Skip Would Cement a December Hike — Neil Dutta, Renaissance Macro
1:41:20 Tech Is Losing Its ‘Perfect Story’ — Savita Subramanian, BofA Securities
1:54:43 Anthropic Faces Questions Over Debt and Revenue — Sarah Kunst, Cleo Capital
2:07:41 Inflation Makes a Fed Hold Harder to Explain — Kathy Bostjancic, Nationwide
2:17:23 Market Broadening Creates Opportunity Beyond Big Tech — Nate Thooft, Manulife Investment Management
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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.
Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance
Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9
Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com
Follow Surveillance on X at: https://twitter.com/bsurveillance
Follow the hosts:
Jonathan Ferro: https://twitter.com/FerroTV
Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
Chapters:
00:00 Big Tech Earnings, Fed Decision and CapEx Test
04:29 BlackRock Tactically Cuts AI Exposure — Russ Koesterich, BlackRock
19:19 US Could Strike Iran Hard After Midterms — Col. Wayne Sanders (Ret.)
29:31 Lula Wins Fourth Brazil Term in Comeback Over Bolsonaro — Julia Leite
33:37 What Lula’s Win Means for Brazil’s Markets and Currency — Nur Cristiani, JPMorgan Private Bank
40:48 Hyperscaler CapEx Cuts Could Be a Bearish Signal — Max Kettner, HSBC
52:22 Tech Selloff Is Punishing the Weakest Players — Noah Weisberger, BCA Research
1:06:33 Republican Troubles Spread to Deep-Red States — Jessica Taylor, The Cook Political Report
1:17:58 Generational Shift Could Fuel an M&A Boom — Ben Wilson, JPMorgan
1:29:55 Fed Skip Would Cement a December Hike — Neil Dutta, Renaissance Macro
1:41:20 Tech Is Losing Its ‘Perfect Story’ — Savita Subramanian, BofA Securities
1:54:43 Anthropic Faces Questions Over Debt and Revenue — Sarah Kunst, Cleo Capital
2:07:41 Inflation Makes a Fed Hold Harder to Explain — Kathy Bostjancic, Nationwide
2:17:23 Market Broadening Creates Opportunity Beyond Big Tech — Nate Thooft, Manulife Investment Management
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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.
Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance
Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9
Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com
Follow Surveillance on X at: https://twitter.com/bsurveillance
Follow the hosts:
Jonathan Ferro: https://twitter.com/FerroTV
Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
