Bloomberg Surveillance

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.
Today's guests: Veda Partners Co-Founder & Managing Partner Henrietta Treyz, JPMorgan Asset Management Chief Retirement Strategist Michael Conrath, and Author "The Everywhere Millionaire" Owen Zidar.
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Wall Street got a reality check as a bruising selloff in technology shares fueled concern the artificial-intelligence frenzy that has powered the equity bull market might be overblown. Disappointing tech results spurred the worst drop for stocks since June, with the Nasdaq 100 falling 3.5% and briefly crossing the threshold of a technical correction. Intel Corp. slid the most in over four decades as its outlook missed estimates. Amazon.com Inc. slipped 1.4% on greater capital spending. The S&P 500 dropped 1.8%, breaching its key 100-day moving average.

For a quick recap of a bruising trade for big tech and equities broadly, hosts Tim Stenovec and Jess Menton speak with Bloomberg Markets Live blog managing editor Kristine Aquino.
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Featuring:
Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
Nela Richardson, Chief Economist & ESG Officer at ADP
Milissa Hutchinson, Head of US Wealth at Nomura
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The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, October 30th, 2026
Featuring:
1) Kay Haigh, CIO: Fixed Income at Goldman Sachs, talks AI debt issuance and market capacity for tech debt, as well as Fed and ECB outlook.
2) Darius Dale, founder and CEO of macro-research firm 42 Macro, talks active market themes and the equity push and pull of continued growth and inflation/tech spending concerns.
3) Richard Portes, professor at London Business School, discusses Christine Lagarde's ECB legacy and whether current ECB policy is too loose .
4) Natasha Sarin, co-founder at the Yale Budget Lab, discusses her NYT column on affordability in the upcoming Midterm and how eco policy is front and center ahead of Tuesday.
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Featuring:
Mike Feroli, Chief US Economist at JPMorgan
Gargi Chaudhuri, Global Chief Investment Strategist: Investment and Portfolio Solutions at BlackRock
James Bullard, Former President of the Federal Reserve Bank of St. Louis & Dean of the Purdue University Mitch Daniels School of Business
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