Bloomberg Surveillance 10/29/2026

0 October 29, 2026 12:52

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 Alphabet Selloff, Fed Hold and Lagarde Exit
00:55 Lagarde to Step Down as ECB President on Feb. 7
09:04 AI Is Cannibalizing Google’s Search Cash Cow — Cameron Dawson, NewEdge Wealth
20:36 Fed Shows Greater Sensitivity to Market Volatility — Cameron Dawson, NewEdge Wealth
31:49 Alphabet Search Slowdown Could Persist — Angelo Zino, CFRA
40:08 Lagarde Exit Puts Focus on ECB’s France Challenge — Krishna Guha, Evercore ISI
53:20 Still Bullish on Tech Despite Alphabet’s Miss — Kate Moore, Citi Wealth
1:06:38 Iran Escalation Risk Rises After Midterms — Libby Cantrill, PIMCO
1:18:29 AI Agent Use Could Reach 30% in 15 Months — Jeetu Patel, Cisco
1:31:05 Backs Fed Leaving Rates Unchanged — James Bullard, Fmr. St. Louis Fed President
1:42:40 Tech Selloff Could Create a Valuation Buying Opportunity — Darrell Cronk, Wells Fargo
1:54:51 Alphabet Needs to Monetize AI Search — Nick Jones, BNP Paribas
2:01:06 Business Investment, Government Spending Bolster US GDP — Michael McKee
2:04:53 Reaching 2% Inflation Will Be Challenging — Mike Feroli, JPMorgan
2:19:35 Stocks and Bonds Both Offer Opportunity — Gargi Chaudhuri, BlackRock
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Annmarie Hordern: https://twitter.com/annmarie

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