Bloomberg Surveillance

Bloomberg Surveillance TV: October 2nd, 2026

September Jobs Report

US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction

Bloomberg Surveillance TV: October 1st, 2026

The Yield Curve and Shipping Risks

Bloomberg Surveillance TV: September 30th, 2026

PCE, Yields, and the Tech Trade

Bloomberg Surveillance TV: September 29th, 2026

Traders Have Data, Fedspeak and AI to Navigate

Artificial intelligence, fixed income strategy, and consumer financial health dominate the current market landscape. Gary Gensler highlights the systemic risks of AI in capital markets, emphasizing the necessity of guardrails amid geopolitical competition with China. George Bory advocates for intermediate duration in b...

Bloomberg Surveillance TV: September 28th, 2026

Rising bond yields and geopolitical instability in the Middle East are reshaping market expectations and Federal Reserve policy. Bob Michele of JP Morgan Asset Management argues that current yields above 5% represent a strategic buying opportunity, dismissing recession fears while anticipating a stabilization in inflat...

US Stocks and Treasuries Fall as Oil Pushes Higher; Iran Refuses to Soften Demands

What The Bond Selloff Means For Your Wallet & Simplifying Finance For Your Family

Bloomberg Surveillance TV: September 25th, 2026

Bond Selloff Fades as Oil Cools; Trump-Xi Takeaways

Bloomberg Surveillance TV: September 24th, 2026

UNGA, Trump-Xi, and a Global Bond Selloff

Bloomberg Surveillance TV: September 23rd, 2026

AI is shifting from a purely technological narrative to a broader story involving infrastructure, productivity, and capital markets. While companies like Shopify integrate AI to leverage vast user networks, others like Amazon view these tools as competitive threats that could disintermediate existing moats. Beyond tech...

US Economic Outlook amid Fed Tightening

The global investment landscape remains heavily influenced by the artificial intelligence trade, which continues to drive market concentration and earnings growth, particularly in U.S., Korean, and Taiwanese sectors. Investors are increasingly seeking diversification through "beyond AI" strategies, including healthcare...

Bloomberg Surveillance TV: September 22nd, 2026

Market Trends amid Global Uncertainty

Financial market volatility and investment strategies dominate the discussion, focusing on the resilience of the investment-grade credit market and the potential for crowding out by hyperscalers. Experts analyze the attractiveness of municipal bonds and US leveraged loans, noting that strong earnings growth across all ...