Bloomberg Surveillance 10/16/2026

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 Fed Hold Bets, CoreWeave Stress and Tech Reset 05:10 Tech Reset Has Further to Go — Keith Lerner, Truist Advisory Services 17:39 Data Centers Become an Affordability Fight — Matthew Aks, Evercore 30:29 Citi Remains Constructive After FICC Trading Beat — David Livingstone, Citi 40:31 Long-End Treasuries Offer Good Value — Andrew Balls, PIMCO 55:25 Treasuries Are ‘Absolutely’ Still a Safe Haven — Priya Misra, JPMorgan Asset Management 1:07:03 Are We Past ‘Peak Anti-AI Sentiment?’ — Ariana Salvatore, Morgan Stanley 1:18:19 Credit Stress Isn't Contagion Yet — Dominique Toublan, Barclays 1:28:26 Three Fed Hikes Are the Minimum — Calvin Tse, BNP Paribas 1:40:32 Not Ready to Step In on Chip Stocks — Stuart Kaiser, Citi 1:53:20 Chip Bounce Won't Mean the Selloff Is Over — Jonathan Krinsky, BTIG 2:04:01 Investors Stay in Stocks as Bond Demand Grows — Rick Wurster, Charles Schwab 2:16:17 Anthropic Should Delay IPO Over AI Safety — Mark Levine, New York City Comptroller -------- 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/