Bloomberg Surveillance 11/3/2026

0 November 3, 2026 13:45

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 Election Day, Tech Correction and AI Funding Crunch
04:18 US Treasury Should Get Rid of the 20-Year — Bob Michele, JPMorgan Asset Management
19:10 Polls Are Overstating a Democratic Wave — Tobin Marcus, Wolfe Research
31:58 Anthropic IPO Faces Valuation Pressure — Dan Ives, Yorkville Ives & Co
41:16 AI Debt Selloff Hasn’t Lured Buyers Yet — Ashok Bhatia, Neuberger
53:31 Equities Still Beat Credit Despite Higher Yields — Kristen Bitterly, Citi Wealth at Work
1:04:49 Democrats to Retake Both Houses of Congress — Kurt Reiman, UBS Global Wealth Management
1:18:29 Oil to Remain at $100 Through 2027 — Paul Sankey, Sankey Research
1:30:20 Fed Should Schedule Meetings Around Key Data — Matt Luzzetti, Deutsche Bank
1:41:14 Semiconductors Could Be Dead Money in 2027 — Ohsung Kwon, Wells Fargo
1:53:48 Tech Selloff Is Starting to Look Attractive — Ted Mortonson, Baird
2:08:04 Layoffs Unlikely to Push Unemployment Higher — Mike Reid, RBC Capital Markets
2:16:32 Midterms Are More Noise Than Signal for Markets — Steve Chiavarone, Federated Hermes
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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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