Bloomberg Surveillance 10/27/2026

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 Anthropic IPO, Mega Tech Financing and Fed Decision 04:19 AI Trade Needs to Broaden to Keep Working — Mark Haefele, UBS Global Wealth Management 17:33 Iran Talks Unlikely to Resolve Core Differences — Lt. Gen. Karen Gibson (Ret.), Academy Securities 32:49 Investors May Buy Anthropic Regardless of Price — Matt Kennedy, Renaissance Capital 40:36 4% Inflation Likely to Force More Fed Hikes — Ludovic Subran, Allianz 52:35 Clearing Events Could Create Buying Opportunities — Mike Wilson, Morgan Stanley 1:06:02 Data Center Buildout Could Accelerate After Midterms — Mike Wilson, Morgan Stanley 1:16:36 Anthropic's AI Personhood Push Raises Liability Questions — Rumman Chowdhury, Humane Intelligence 1:29:50 Investors Are Using Bonds to Hedge Against AI — Greg Peters, PGIM Credit 1:39:59 Tech Funding Needs More Equity, Less Debt — Rob Kaplan, Goldman Sachs 1:55:12 Long-Term Forecasts Can't Keep Up With Anthropic — Brandon Ross, LightShed Partners 2:07:54 Inflation May Stay Above Fed Target Until 2029 — Lindsey Piegza, Stifel 2:12:44 Data Center Spending Remains Strong — Michael McKee 2:17:12 Quality Tech Can Win as Capital Costs Rise — Stephen Parker, JPMorgan Private Bank -------- 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/