Bloomberg Surveillance 10/30/2026

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."

Chatpers:
00:00 Tech Selloff, Amazon Earnings and Election Countdown
05:43 Midterms Are an Underpriced Risk to AI Trade — Darius Dale, 42 Macro
17:29 Democratic Wave in House Looks Likely — Erin Covey, Cook Political Report
31:14 Amazon's AWS Growth Justifies Heavy CapEx — Tom Forte, Maxim Group
41:06 Euro to Underperform Amid ECB Transition — Jayati Bharadwaj, TD Securities
53:14 Tech Rotation Isn't Justified by Fundamentals — Jonathan Golub, Seaport Research Partners
1:06:47 Data Center Costs Shouldn't Fall on Households — Peter Lake, Fmr. White House Senior Director of Power
1:18:27 Cancer Cures Are Becoming a Reality — Aradhana Sarin, AstraZeneca
1:29:45 AI Bond Issuance Could Top $500 Billion a Year — Kay Haigh, Goldman Sachs
1:41:22 Oil Is a Tough Trade for Now — Sarah Hunt, Alpine Saxon Woods
1:52:17 Apple iPhone Duo Not a Great AI Experience — Walt Piecyk, LightShed Partners
2:06:18 Households Working Harder to Keep Up With Prices — Nela Richardson, ADP
2:17:07 High-Yield Credit Offers an 8% Alternative to Stocks — Milissa Hutchinson, Nomura
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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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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

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