Bloomberg Surveillance 10/28/2026

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 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 -------- 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/