Bloomberg Surveillance 10/8/2026

0 October 8, 2026 12:38

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 Debt Binge, Iran Escalation and Rising Yields
04:46 Bond Yields Are Heading Toward the ‘Danger Zone’ — Edward Yardeni, Yardeni Research
19:18 White House Has Few Levers Left on Fuel Costs — Brian Gardner, Stifel
31:44 AI Chip Boom Has at Least Two More Years to Run — Joseph Moore, Morgan Stanley
41:44 Higher Yields Let Bond Investors Be Choosy — Kay Herr, JPMorgan Asset Management
54:05 Falling Inflation Could Reignite the Stock Rally — Barbara Reinhard, Voya Investment Management
1:03:53 5% May Be Fair Value for the 10-Year Treasury — Daleep Singh, PGIM
1:20:06 Cracks Are Emerging in the AI Credit Boom — Winnie Cisar, CreditSights
1:29:13 Fed Risks Falling Behind Inflation by Waiting to Hike — Edward Al-Hussainy, Columbia Threadneedle
1:42:10 Front End of Yield Curve Is ‘Still Very Attractive’ — Rick Rieder, BlackRock
2:01:15 Jobless Claims Fall to Lowest Level Since July — Michael McKee
2:03:36 Labor Market Is Hotter Than People Think — Nela Richardson, ADP
2:16:10 Trump Faces No Easy Option on Iran — Amos Hochstein, TWG Global
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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.

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

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