Bloomberg Surveillance 10/28/2026

0 October 28, 2026 12:36

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 Big Tech Earnings, Fed Decision and CapEx Test
04:35 Investment-Grade Credit Looks Attractive Again — Peter Tchir, Academy Securities
16:22 Netanyahu Gains Ground in Uncertain Israel Election — Ethan Bronner
18:10 US-Israel Strikes on Iran Could Come in Early November — Steven Cook, Council on Foreign Relations
30:21 AI Can Replace Much of Junior Economists’ Work — Jason Furman, Harvard Kennedy School
42:42 ‘We’ Has Lost Its Meaning at the Fed — Claudia Sahm, New Century Advisors
52:47 AI CapEx Is Still in a Mid-Cycle Boom — Lisa Shalett, Morgan Stanley
1:05:22 Midterms Unlikely to Bring Heavy AI Regulation — Brian Gardner, Stifel
1:19:15 More Cash Makes Sense as Capital Competition Rises — Troy Gayeski, Future Standard
1:30:40 Fed Should Hike, Policy Is Not Restrictive — Patrick Harker, Former Philadelphia Fed President
1:41:16 AI Revenue Falls Far Short of Spending Needs — Alex Altmann, Barclays
1:53:34 Microsoft Stands Out With Positive Free Cash Flow — Stefan Slowinski, BNP Paribas
2:06:48 Fed Can Take Its Time Getting Inflation Back to 2% — Gita Gopinath, Fmr. IMF Deputy Managing Director
2:18:48 Anthropic IPO Will Set the Bar for OpenAI — Mark Lehmann, Citizens Commercial Bank
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