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    Home » Bloomberg Surveillance 11/4/2026

    Bloomberg Surveillance 11/4/2026

    November 4, 2026 Business and Money Vids 2 Mins Read
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    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/

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