Bloomberg Surveillance 10/15/2026

0 October 15, 2026 13:00

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."

Chatpers:
0:00 CoreWeave Debt Stress, Tech Selloff and Hot PPI
04:37 AI Demand Keeps the Trade Alive — Sébastien Page, T. Rowe Price
20:29 Deeper US Involvement Would Be a ‘Strategic Mistake’ — Katherine Thompson, Cato Institute
32:07 AI Trade Is in the ‘Fear Phase’ — Ted Mortonson, Baird
41:59 Fed Should Hike Gradually Before It Falls Behind — Mike Darda, Roth Capital
53:34 Bonds Are Back — Wei Li, BlackRock
1:06:24 States Are the Biggest Risk to the AI Buildout — Libby Cantrill, PIMCO
1:18:03 All Oil Risks Are ‘Strictly to the Upside’ — Jeff Currie, Real Macro
1:29:26 AI Capital Is Costlier, Not Closed — Amanda Lynam, Goldman Sachs
1:40:32 Tech Downgrade Is Tactical, Not Fundamental — Binky Chadha, Deutsche Bank
1:53:59 AI Credit Cracks Could Spread — David Ellison, Hennessy Funds
2:01:10 Producer Prices Rise at Fastest Pace in Four Years — Enda Curran
2:05:15 Inflation Is Exposing a ‘Lopsided Economy’ — Nela Richardson, ADP
2:17:55 AI Debt Stress Makes Quality Balance Sheets Critical — Julie Biel, Kayne Anderson Rudnick
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Annmarie Hordern: https://twitter.com/annmarie

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