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Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Tuesday, November 4th, 2025
1) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses how strong earnings momentum and AI optimism are helping offset concerns about high valuations and mixed macro signals.

2) Jennifer Lee, Senior Economist at BMO Capital Markets, on sentiment data and inflation expectations shaping December FOMC expectations.

3) Former Rep. Patrick McHenry, (R - North Carolina), former Chairman of the House Financial Services Committee and Bloomberg Contributor, on Election Day and the state of the government shutdown.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on YouTube's battle with ABC News parent Disney, and Wall Street Journal reporting on the proliferation of data centers in rural America.