Bloomberg Surveillance 10/19/2026

0 October 19, 2026 12:01

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 Rebound, France Riots and AI Earnings Test
03:54 Market Stress Is Mostly Driven by Technicals — Max Kettner, HSBC Bank
18:25 GOP Russia Pushback Has Limited Bite — Tobin Marcus, Wolfe Research
31:46 AI Financing Stress Favors Mega-Cap Tech — Angelo Zino, CFRA
40:04 Yellow Vests Plan New France Protests After Riots — Oliver Crook
42:11 Markets Rightfully Lowering ECB Hike Expectations — Andrew Sheets, Morgan Stanley
53:40 Buy the Tech Selloff, but Move Up in Quality — Chris Harvey, CIBC
1:06:19 Cost of Living Is Driving Midterm Discontent — Jessica Taylor, The Cook Political Report
1:19:34 Meta Is ‘Cool Again’ and Winning Back Trust — Rich Greenfield, LightShed Partners
1:30:03 5% Treasury Yields Are Attractive — Subadra Rajappa, Société Générale
1:41:25 AI Debt Could Trigger a Sharp Selloff — Peter Tchir, Academy Securities
1:53:41 AI Shakeout Could Hit the Biggest Players — Sarah Kunst, Cleo Capital
2:07:43 Why Wait? Fed Should Hike in October — Aditya Bhave, BofA Securities
2:18:02 Buy the AI Dip, but Buy It Carefully — Kelly Kowalski, MassMutual
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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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