Bloomberg Surveillance 10/14/2026

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." Chapters: 00:00 Bank Earnings, Hot CPI and Chip Warning 04:33 Semi Weakness Is a Red Flag for 2027 — Cameron Dawson, NewEdge Wealth 19:05 Houthis Have Changed the Economics of Attack — Lt. Gen. Karen Gibson (Ret.), Academy Securities 30:18 Fed's ‘Two Hikes and Hope’ Strategy — James Bullard, Former St. Louis Fed President 39:40 Bank of America Hit by Trading Misses, $1.2B Penalty — Kristine Aquino 55:37 Strong Earnings Keep Investors Pro-Risk — Kate Moore, Citi Wealth 1:06:43 OpenAI May Delay Next Model for Safety Checks — Sarah Friar, OpenAI 1:15:46 Morgan Stanley Profit Climbs on Equity Trading Beat — Kristine Aquino 1:21:30 Advisory Can Cushion a Slower IPO Market — Chris Marinac, Brean Capital 1:32:42 AI Investors Face a Growth vs. CapEx Reckoning — Momei Qu, PSP Growth 1:42:45 Time to ‘Turn Down the Macro,’ Move Up in Quality — Emily Roland, Manulife John Hancock Investments 1:56:03 Inflation Is Stuck Near 3% — Jim Bianco, Bianco Research 2:04:02 US Consumer Prices Rise at Fastest Pace in Five Months — Michael McKee 2:07:39 CPI ‘Opens the Door More’ to October Fed Hike — Robert Sockin, PGIM 2:21:59 It Would Be ‘Stupid’ for the Fed to Hike Now — David Kelly, JPMorgan Asset Management -------- 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 Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9 Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com Follow Surveillance on X at: https://twitter.com/bsurveillance Follow the hosts: Jonathan Ferro: https://twitter.com/FerroTV Lisa Abramowicz: https://twitter.com/lisaabramowicz1 Annmarie Hordern: https://twitter.com/annmarie Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/