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Bloomberg Surveillance
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Daily macro and markets show from Bloomberg.

In the last 30 days, Bloomberg Surveillance produced 401 attributed ideas; most-discussed: SCHW, MS, CRWV.

89
Ideas · 7d
401
Ideas · 30d
1511
Ideas · all time
233
Episodes
Names this show discusses most
30D
SCHW · 5MS · 1CRWV · 1AAPL · 1
90D
SCHW · 5MS · 1CRWV · 1AAPL · 1

Theses first heard here · 18

Steady rate rises seen as a buying opportunityFIRST HEARD 15 OCT
French corporate bonds safer than sovereign debtFIRST HEARD 8 OCT
AI capex boom drives growth, not inflationFIRST HEARD 16 SEP
US economy resilient with broadening capex demandFIRST HEARD 9 SEP
Fed hikes to tighten financial conditionsFIRST HEARD 8 SEP
Latest attributed ideas · most recent first
17 OCT2D AGOBank Earnings, Why Consumers Are 'Roughed Up' & Real Estate Trends
Real wages negative, pressuring consumers
Open in Zortix →
17 OCT2D AGOBank Earnings, Why Consumers Are 'Roughed Up' & Real Estate Trends
Housing supply deficit as core constraint
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17 OCT2D AGOBank Earnings, Why Consumers Are 'Roughed Up' & Real Estate Trends
Wealth management as Morgan Stanley's profit machine
4 SHOWS AGREE4 SHOWS · SAME SIDEMSOpen in Zortix →
17 OCT2D AGOBank Earnings, Why Consumers Are 'Roughed Up' & Real Estate Trends
Wealth effect props up consumer spending
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17 OCT2D AGOBank Earnings, Why Consumers Are 'Roughed Up' & Real Estate Trends
San Francisco housing rebound on AI boom
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17 OCT2D AGOBank Earnings, Why Consumers Are 'Roughed Up' & Real Estate Trends
Luxury housing fueled by equity drawdowns
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17 OCT2D AGOBank Earnings, Why Consumers Are 'Roughed Up' & Real Estate Trends
Private listing networks threaten fair housing
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17 OCT2D AGOBank Earnings, Why Consumers Are 'Roughed Up' & Real Estate Trends
Parking mandates contribute to housing shortage
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16 OCT3D AGOBloomberg Surveillance TV: October 16th, 2026
Differentiate issuer quality in AI capex build-out
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16 OCT3D AGOBloomberg Surveillance TV: October 16th, 2026
Tech reset has further to go
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16 OCT3D AGOBloomberg Surveillance TV: October 16th, 2026
Rotation into anything but tech
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16 OCT3D AGOBloomberg Surveillance TV: October 16th, 2026
Investment grade credit spreads are too tight
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16 OCT3D AGOBloomberg Surveillance TV: October 16th, 2026
Money will eventually rotate back to tech
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16 OCT3D AGOBloomberg Surveillance TV: October 16th, 2026
AI augments, does not replace, human financial advisors
SCHWOpen in Zortix →
16 OCT3D AGOBloomberg Surveillance TV: October 16th, 2026
Front-end double-B high yield looks interesting
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16 OCT3D AGOAI Integration and Stock Fears
AI and drones enable asymmetric warfare
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16 OCT3D AGOAI Integration and Stock Fears
Multi-front geopolitical strain on US
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16 OCT3D AGOAI Integration and Stock Fears
Schwab's record flows from young investors
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDESCHWOpen in Zortix →
16 OCT3D AGOAI Integration and Stock Fears
AI demand acceleration in memory chips
Open in Zortix →
16 OCT3D AGOAI Integration and Stock Fears
Clean balance sheet as a strategic strength
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDESCHWOpen in Zortix →
16 OCT3D AGOAI Integration and Stock Fears
CoreWeave debt fears as a false narrative
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
16 OCT3D AGOAI Integration and Stock Fears
AI as an accelerant for client service
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDESCHWOpen in Zortix →
16 OCT3D AGOAI Integration and Stock Fears
Thoughtful retail access to private markets
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16 OCT3D AGOAI Integration and Stock Fears
Fee compression as a client benefit
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDESCHWOpen in Zortix →
16 OCT3D AGOAI Integration and Stock Fears
Apple as the consumer AI toll collector
SHOWS SPLIT16 SHOWS · NOT ALL ON THE SAME SIDEAAPLOpen in Zortix →
16 OCT3D AGOAI Integration and Stock Fears
Korean discount unlocking value in AI
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15 OCT4D AGOBloomberg Surveillance TV: October 15th, 2026
AI demand still accelerating despite volatility
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15 OCT4D AGOBloomberg Surveillance TV: October 15th, 2026
State-level politics as AI build-out friction
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15 OCT4D AGOBloomberg Surveillance TV: October 15th, 2026
Tech sell-off driven by performance attribution panic
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15 OCT4D AGOInflation and Bonds Amid AI Concerns
State-level AI policy potholes ahead
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION