Bloomberg Surveillance 10/23/2026

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 Credit Stress, Tech Rout and Oil Surge 04:09 Bonds Are Working Again as Tech Risk Rises — Matt Miskin, Manulife John Hancock Investments 18:57 US Could Resume Iran Strikes After Midterms — Jon Lieber, Eurasia Group 30:16 Blue Wave Would Be Negative for Tech — Dan Ives, Yorkville Ives & Co 40:56 Fed Likely to Hold, Then Hike in December — Bill Dudley, Bloomberg Economics 53:10 BlackRock Turns Positive on Long-Term Treasuries — Jean Boivin, BlackRock Investment Institute 1:05:40 Election Outcome Could Keep Long-Term Yields Higher — Kurt Reiman, UBS 1:20:00 Hormuz Oil Flows Are Five Times More Expensive — Rebecca Babin, CIBC Private Wealth 1:28:40 Hyperscaler Credit Quality Remains Strong — Vishy Tirupattur, Morgan Stanley 1:41:11 AI Trade Shifts From Who Can Spend to Who Can Afford It — Liz Ann Sonders, Schwab 1:52:49 Anthropic Faces a Tough Market for Its IPO — Ted Mortonson, Baird 2:08:22 Fed Signals Hold, but the Data Says Hike — Erin McLaughlin, The Conference Board 2:18:19 Market Rotation Creates Opportunity Beyond Tech — Lesley Marks, Mackenzie Investments -------- 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/