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Bloomberg Surveillance
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
Bloomberg Surveillance TV: October 30th, 2026
Nela Richardson, appearing on Bloomberg Surveillance, argued that US consumer spending power is being held up mainly by lower-income workers adding overtime, shift work and extra hours, not by…
Markets Price in Tech Spending and Midterm Elections
Bloomberg Surveillance weighed how markets are pricing AI infrastructure spending and the approaching US midterms.
Bloomberg Surveillance TV: October 29th, 2026
Bloomberg Surveillance discussed the Federal Reserve's policy stance after its recent meeting, with Mike Feroli arguing policy is not clearly restrictive given strong GDP and low jobless claims,…
Outlook for Inflation, Oil, and Tech
Bloomberg Surveillance covered the inflation, oil and tech outlook.
Instant Reaction: Fed Stands Pat; Lisa Cook & Beth Hammack Dissent
Bloomberg Surveillance's instant reaction to a Fed hold, with dissents from Lisa Cook and Beth Hammack, centred on whether the central bank is falling behind on inflation and how it is reacting to…
Bloomberg Surveillance TV: October 28th, 2026
Bloomberg Surveillance covered the AI investment boom and its macro risks.
Fed Decision and Tech Earnings
Bloomberg Surveillance weighed the Fed decision against a run of tech earnings.
Bloomberg Surveillance TV: October 27th, 2026
Bloomberg Surveillance covered the US rate outlook and the economy's uneven AI-driven growth.
Previewing the Fed Meeting and AI IPOs
Bloomberg Surveillance previewed the upcoming Fed meeting and the wave of AI-related capital raising.
Bloomberg Surveillance TV: October 26th, 2026
Bloomberg Surveillance covered three threads.
Market Uncertainty Ahead of the Midterms
Bloomberg Surveillance examined market uncertainty ahead of the US midterms, with Peter Tchir (Academy Securities) warning that AI-driven growth, data center debt financing, and rising oil prices…
Affordability In Focus Ahead of Midterms; US National Wealth Tax Debate
Bloomberg Surveillance covered affordability ahead of the midterms and the national wealth tax debate.
Bloomberg Surveillance TV: October 23rd, 2026
Bloomberg Surveillance covered a split US equity market, with Liz Ann Sonders arguing that profitable Russell 2000 stocks (up 18% year to date) have far outpaced unprofitable ones, and that the…
AI Scares and Inflation
Bloomberg Surveillance covered AI-driven market jitters and inflation.
Bloomberg Surveillance TV: October 22nd, 2026
Cameron Dawson argued that AI chip stocks are near peak earnings: semiconductor index earnings are expected to rise over 100% this year and slow to about 50% in 2027, but new Micron capacity…
Capital Costs Rise as Markets Eye Midterms
On Bloomberg Surveillance, George Noble argues the AI trade is deteriorating: enterprise adoption of LLMs is weak, revenue is concentrated in a small user base, and the sector is a major capital…
Bloomberg Surveillance TV: October 21st, 2026
Bloomberg Surveillance covered AI infrastructure, credit, US politics and Netflix.
Sticky Inflation is Testing the Fed; Midterm Election Countdown
Bloomberg Surveillance covered sticky inflation and its test for the Federal Reserve under new chair Warsh, with Julia Coronado arguing the FOMC is increasingly worried about persistent inflation…
Bloomberg Surveillance TV: October 20th, 2026
Bloomberg Surveillance covered the AI investment cycle, US markets and rates, midterm politics, Canadian trade and banking.
Bloomberg Surveillance TV: October 19th, 2026
Peter Tchir argued that AI compute spending faces three pressures: whether companies can fund it, whether the technology delivers promised benefits, and whether current leaders stay ahead, with…