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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, October 20th, 2026

Featuring:

1) John Mowrey, CIO at NFJ Investment Group, joins for a discussion on stocks, the outlook for inflation, and the AI trade.

2) Freya Beamish, Chief Economist and Head: Macro-Research at TS Lombard, discusses global inflation and central bank quagmires. 

3) Tyler Radke, Co-Head US Software Equity Research at Citi, on CoreWeave's debt concerns and whether the AI trade will eventually lead to a permanent SaaS-pocalypse. 

4) Frances Donald, Chief Economist at RBC, discusses labor concerns, AI, and the outlook for inflation. 

5) Dana Telsey, founder at Telsey Advisory Group, discusses her new findings on how GLP-1s are changing consumer behavior.