Bloomberg Surveillance
Hosted by Annmarie Hordern, Barry Ritholtz, Jonathan Ferro, Lisa Abramowitz, Paul Sweeney & Tom Keene · 6 decoded episodes · newest Oct 7, 2026
<p>Listen for the latest in finance, economics and investment. <br><br>Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. <br><br>Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. <br><br>Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ">http://bit.ly/3P7nstQ</a>. <br><br>Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. </p>
Episodes 6
- Oct 7, 2026 · 41 minInvestors debate AI’s gains as consumer stress widensThe episode connects concentrated equity leadership and AI investment with bond risks, uneven inflation, and mounting pressure on household credit.
- Oct 7, 2026 · 31 minAI spending tests markets as infrastructure and rates resetThe episode connects AI’s earnings boost to the financing, energy, grid, and interest-rate constraints that could determine whether the investment cycle endures.
- Oct 3, 2026 · 48 minAI investment lifts rates while households absorb higher costsThe episode connects elevated rates, uneven growth, student-loan payments, housing costs, and changing work values to the financial pressures shaping everyday decisions.
- Oct 2, 2026 · 26 minWeak jobs data exposes a low-hiring US economyThe report’s combination of minimal payroll growth, rising unemployment, and softer wages complicates the outlook for monetary policy, bonds, equities, and global markets.
- Oct 2, 2026 · 56 minWeak jobs data deepens the Fed’s inflation dilemmaThe report points to a low-hire, low-fire labor market, leaving policymakers to weigh slowing employment against inflation that remains broadly persistent.
- Oct 2, 2026 · 26 minWeak jobs data lifts markets as diesel risks intensifyThe episode connects a dovish labor shock with renewed pressure on Fed expectations, bond returns, and Europe’s vulnerable refined-fuel supply.