Bloomberg Surveillance 11/4/2026

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 Dems Sweep Congress, Texas Blue Step 07:41 Affordability Message Is Bullish for Equities — Julian Emanuel, Evercore ISI 17:02 Turek Wins Iowa Senate Seat in Key Democratic Pickup — Skylar Woodhouse 18:41 Midterms a ‘Political Armageddon’ for Republicans — Marc Short, Fmr. Chief of Staff to VP Pence 31:51 Oil Market Starting to Embed Geopolitical Risk — Bob McNally, Rapidan Energy 42:00 Data Center Debt Deals May Need 10%-Plus Yields — David Rosenberg, Oaktree Capital Management 56:01 AI Revenue, Financing Matter More Than Midterms — Alex Altmann, Barclays 1:04:19 Democrats Sweep Texas in Historic Election — Joe Lovinger 1:05:45 Blue Wave Is a Referendum on Affordability — Libby Cantrill, PIMCO 1:18:04 Data Center Pushback Could Make AI Boom More Sustainable — David Stubbs, AlphaCore Wealth Advisory 1:29:09 Housing Recovery Hinges on Calmer Geopolitics — Jake Krimmel, Realtor.com 1:41:15 Texas, Michigan Show Different Shades of Democratic Sweep — Julie Fine & David Welch 1:43:57 Post-Election Calm May Not Last — Peter Tchir, Academy Securities 1:50:06 US Private Payrolls Rise 86,000 in October — Michael McKee 1:52:44 Election Is a Clearing Event for Global Equities — Ariana Salvatore, Morgan Stanley 2:00:57 US Revamps Debt-Sale Guidance, Holds Auctions Steady — Michael McKee 2:04:13 Fed to Hike 100 Basis Points Over Next Year — Daleep Singh, PGIM 2:16:27 Bond Market Is the Biggest Constraint on Bull Run — Johanna Kyrklund, Schroders -------- 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/