Bloomberg Surveillance 10/22/2026

0 October 22, 2026 12:19

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 Selloff, Middle East Escalation and France Debt Stress
04:14 Chip Earnings Could Peak in 2027 — Cameron Dawson, NewEdge Wealth
18:26 Oil Spike Could Keep the Fed Hiking — Cameron Dawson, NewEdge Wealth
30:35 Meta’s Negative Cash Flow Doesn’t Shake the Bull Case — Nick Jones, BNP Paribas
40:28 France Is Starting to Trade Like a Risk Asset — Sophia Salim, BofA Global Research
55:42 Slower Earnings Growth Doesn’t End the Bull Market — Mona Mahajan, Edward Jones
1:07:12 Midterm Policy Impact Depends on Size of Majority — Ariana Salvatore, Morgan Stanley
1:19:07 Anthropic’s IPO Will Put AI Economics to the Test — Matt Witheiler, Wellington Management
1:28:12 Credit Stress Could Slow the Data Center Buildout — Torsten Slok, Apollo
1:42:07 AI Trade Shifts From Spending to Returns — David Lebovitz, JPMorgan Asset Management
1:53:33 Tesla’s CapEx Cut Doesn’t Signal Smaller Ambitions — Ben Kallo, Baird
2:01:11 US Jobless Claims Hit Three-Month Low at 194,000
2:03:08 AI Isn’t Driving the Labor Market Shift — Nela Richardson, ADP
2:14:57 Southwest Improves Margins Despite $800 Million Fuel Hit — Tom Doxey, Southwest Airlines
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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.

Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance

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

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