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Bloomberg Surveillance 11/6/2026

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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 Tech Rout, AI Reckoning and Jobs Day

06:03 There Was No Big Trigger for the Selloff — Sebastien Page, T. Rowe Price

18:41 Data Center Backlash Won't Halt US Buildout — Clayton Allen, Eurasia Group

30:13 Data Centers Will Get Built — Matt Bryson, Wedbush Securities

41:55 Fed Should Keep Hiking Despite Market Selloff — Aditya Bhave, BofA Global Research

52:52 Treasuries Are Working as a Hedge Again — Priya Misra, JPMorgan Asset Management

1:07:02 Data Center Backlash Is a Bipartisan Movement — Adam Hodge, Bully Pulpit International

1:18:03 Goldman Raises Brent Forecast to $105 — Samantha Dart, Goldman Sachs

1:28:22 Fed Policy Isn't Restrictive Yet — Esther George, Fmr. Kansas City Fed President

1:41:14 More Selling Pressure Could Be Ahead — Nadia Lovell, UBS Wealth Management

1:52:45 Nvidia Selloff Is Overdone — Jay Goldberg, Seaport

2:01:02 US Adds 165,000 Jobs in October, Topping All Estimates

2:05:00 Strong Jobs Report Keeps December Fed Hike in Play — Stephanie Roth, Wolfe Research

2:15:08 Markets Focused More on AI Than Jobs — Jeffrey Rosenberg, BlackRock

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Annmarie Hordern: https://twitter.com/annmarie

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